SAM can update records on behalf of your team. This is beneficial to add requirements to client records and save your team time from manually doing the data entry.
Requirements
- Write out what the Auto Action is supposed to do and connect it to your workflow.
- Identify what triggers the Auto Action to occur. Determine the Table in SAM that corresponds to the identified trigger.
- Test the Auto Action. Review that SAM completed the action as expected.
Action Options that Update Records
- Update a Field(s)
- Insert a Record
- Insert a Prefill Group
- Add an Alert
- Add a Checklist
Update a Field
SAM can update data on behalf of your team to maintain data integrity.
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In SAM, click Settings (gear icon) > Auto Actions > Create New Auto Action (sidebar) > title Auto Action > un/check Execute More Than Once Per Record box > Save > Select Trigger Type > select Trigger Table > select Field (to trigger Auto Action) > add Filters as needed > Save > Select Action Type: Update Field > click add button on Select Fields to Update in Auto Action card > click Select Table > select desired Table > select Field from the drop down list > set a value to update Field with (option to add more fields) > Save SAM will take you to the Auto Action Detail screen. |
Update Value from Another Field
Insert Record
SAM can add a single record with data entry for a Multi-record table to a client record.
Example: Add a Progress Report record when a Placement is entered.
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In SAM, click Settings (gear icon) > Auto Actions > Create New Auto Action (sidebar) > title Auto Action > un/check Execute More than once box > Save > Select Trigger Type > select Trigger Table > select Field that triggers Auto Action > add Filters as needed > Save > Select Action Type: Insert Record > click add button on Select Fields to Insert in Auto Action section > click Select Table > select desired Table > select Field from the drop down list > set a value to update Field with (option to add more fields) > Save SAM will take you to the Auto Action Detail screen. |
Prefill Group
SAM can add multiple records for a Multi-record table at one time. This action must be used with a List Item and can only enter that list item as data on the record.
Examples: Add a schedule of training courses required or a schedule of fees for a program.
Prerequisites
- Multi-record Table with a Field set as List
- Prefill Group (select from existing or create a new one)
Create a New Prefill Group
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In SAM, click Setting (gear icon) > Prefill Group > select a Group Type > click Add New Group (sidebar) > name the Group > add Items as needed > Save |
Create an Auto Action using Group Prefill
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In SAM, click Settings (gear icon) > Auto Actions > Create New Auto Action (sidebar) > title Auto Action > un/check Execute More Than Once Per Record box > Save > Select Trigger Type > select a trigger Table > select Field that triggers Auto Action > add Filter conditions for Trigger Criteria (option to add more fields) > Save > Select Group Prefill > select desired Prefill Group > Save SAM will take you to the Auto Action Detail screen. |
Add an Alert
Add an Alert to client records to notify users of important information.
Prerequisite
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Must choose an existing Alert Type/Title or create a new one.
Create an Auto Action to Add an Alert
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In SAM, click Settings (gear icon) > Auto Actions > Create New Auto Action (sidebar) > title Auto Action > un/check Execute More Than Once Per Record box > Save > Select Trigger Type > select a trigger Table > select Field that triggers Auto Action > add Filter conditions for Trigger Criteria (option to add more fields) > Save > Select Add Alert > set Alert Type/Title > set Alert Color > add Alert Details > Save SAM will take you to the Auto Action Detail screen. |
Review Alert Types and/or Create a new Alert Type
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In SAM, click Settings (gear icon) > Lists > select Table Title: Alert Type/Title To create a new List: In SAM, click Settings (gear icon) > Lists > select Table Title: Alert Type/Title > click Add List Item (sidebar) > label List item > Save Alert Type/Title is a list that's managed like other lists in SAM. SAM Guide: Lists |
Add a Checklist
Add a checklist section to a client record in circumstances when the Checklist Section triggers do not meet customization requirements.
Prerequisites
- Checklist Section on Checklist Configuration
Create an Auto Action to Add a Checklist Section
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In SAM, click Settings (gear icon) > Auto Actions > Create New Auto Action (sidebar) > title Auto Action > un/check Execute More than once box > Save > Select Trigger Type > select a trigger Table > select Field that triggers Auto Action > enter Filter conditions for Trigger Criteria (option to add more fields) > Save > Select Add Checklist > select desired Checklist Section > Save SAM will take you to the Auto Action Detail screen. |
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