Page History

...

1.  Navigate to BOTs menu

2.  Click, "Template Bots" tab.  Hover    Hover to search.  Input the name of the BOT "ConnectWise Manage Attached Agreement Prompter Template".   

     Click, "Template Bots" tab.  See search results.

3.  Click the BOT.  Shows modal pop-up, "Do you want to clone the BOT?"

...

           4.2 . at the Design page, hover to the Data Filter section.  Click the ellipsis and select edit.

                  Default Filter setup

           4.3.  Edit Filter.  Add + button to add new Group and/or conditions.

...