- Navigate to Settings > Auto Actions > Create New Auto Action from the side bar.
- Name the Auto Action, enter a memo, and whether or not the Auto Action should be set to Execute More than Once Per Record.
- Set the Auto Action Trigger
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.
Update Field when entering or changing information in a specified field, an action will perform. Schedule set tasks that are done continually at a set time period.
If you choose Insert, Delete or Update a record, continue with these instructions. Click here for Scheduled Auto Actions.
- Determine the table the Auto Action will be triggered from.
Be as specific as possible. Use the plus sign to the left of the tables to show additional tables.
- Choose the specific field that's data entry will prompt the Auto Action to be triggered.
- Enter Trigger Criteria where you will input filters that describe how or why the Auto Action will be prompted. Click Add Filter to narrow the records affected by this Auto Action (optional). Results must match any or Results much match all filters to modify the records affected by this criteria. Press Save.
- Set the Action to occur when the trigger criteria is met, and follow the instructions after each action to complete the steps for that action type:
Send an email to selected recipients when triggered.
Enters an alert on the record's Cover Page.
Modify a field within the system.
Add Checklist Section
Insert a checklist section with items for the record affected.
Insert a Group of 1:Many Records, such as Parent Education records where the List Item is pre-populated. Document Checklist are entered with this selection.
Create a sub 1:Many record under the Main Entity/Record.
Once you have gone through the steps for how to handle the action, then an overview of the Auto Action Details will open.
From this screen, you can amend the criteria, disable, delete or continue to create additional Automated Actions. When satisfied, test the Auto Action to be sure it works and is complete.