Auto Actions: Overview

Auto Actions allows users to automate simple tasks and data entry. They are commonly used to:

Auto Actions can be setup with any combination of the following triggers and actions.

Triggers	Actions
Update a field	Send an Email
Insert a record	Add an Alert
Delete a record	Insert single record or Prefill Group
On a schedule	Update a field or fields
	Insert a Checklist

Find your Auto Actions

Access via Settings > Auto Actions. Enabled Auto Actions are shown. Many are included in your initial SAM setup.

The side bar presents links to:

Go back to main Settings screen
Create a New Auto Action
Auto Actions schedule: shows a list of all upcoming scheduled Auto Actions that will affect any records
View disabled actions in addition to active ones
View only disabled actions

Click the name of an Auto Action to open the details screen. Click the green pencil to edit that section. From here you can:

Make modifications to the Auto Action (by clicking the green pencil)
Create a new Auto Action from an existing one
Disable the Auto Action
Delete the Auto Action (under advanced options on sidebar)
Edit the email template connected to this auto action (under advanced options on sidebar or click the green pencil)

This is the event that will cause the automated task to be performed. It causes the action to occur.

When setting up a new Auto Action, you'll be asked to select from the following trigger types:

Update Field when entering or changing information in a specified field, an action will perform.
Insert Record When a new record is added. This could be a main record, such as Child or Person or for a sub 1:Many record, such as Parent Education, Background Check or Progress Report.
Delete Record when removing a record.
Schedule set tasks that are done continually at a set time period. For detailed instructions go to: Scheduled Auto Actions.

After you determine the trigger, you'll need to tell SAM what action you want to happen as a result of the trigger.

Action types include:

Send an email: an email goes out (users can require a manual confirmation or automatically send)
Add an alert: an alert will pop up in a record
Update a field: change a field's content such as inserting a date or name, etc.
Add a checklist section: add another section to a checklist
Prefill group: adds a prefill group into a record - click here for a description of prefill groups
Insert a record: create a new record such as adding a background check to a family record

Above the list of Auto Actions are drop down lists to help you find Auto Actions. Filter/search by:

Action Type: The action it will take (what you want it to do), for example, send an email
Trigger Type: What happens that tells SAM to take that action, for example, a date is entered into a child's record
Table: such as case or home study
Field: such as home study expiration date or inquiry received date