Automations lets you automate standard processes that repeat to save you time. An Automations task is the main container for a set of Automations instructions. These instructions can always be summed up in an if/then statement.
For example: If it’s raining outside, then bring an umbrella.
Automations can be broken into three main components.
Task: the “if” part of the “if/then” statement. In other words, what action is/has happened
Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.
In the raining example, this “i’m outside” (Task), “it’s raining” (Rule) and the action is “bring an umbrella”. If the criteria isn’t met (it isn’t raining), then the action isn’t executed (you don’t bring an umbrella).
When a record meets all the criteria for an Automations rule, that rule’s actions are executed.
Create a Automations
Automate your organisation’s standard process by creating an Automations rule.
From your main dashboard, click Settings
Click Advanced
Click Automations
Click Create
Add Name
Set a Task
Set the delay for when that task has been done (Optional)
Click Save
Add/Edit an Automation Rule
Once your automation has been saved you can then add a Rule that uses your Attribute or field to restrict when the Task should trigger the action. The below example with the Task “Event Shift Apply” is showing “If User registers for a shift” (Task) AND “Event ID Is Equal To 12345” ( Rules).
From your main dashboard, click Settings
Click Advanced
Click Automations
Click Automation Settings
Click Update
Click Add rule
Select a system field or Attribute
Select What is the criteria
Add the field value
If this is a User status or User checkpoint, you will need to add the numerical value NOT the name
Adding/editing Automation Action
An automated action is a reusable component that performs an action like updating a field or sending an email.
From your main dashboard, click Settings
Click Advanced
Click Automations
Click Automation Settings
Click Update
Click Add Action
Select an Action
Set the Delay (Optional)
Add Rule
This will define the criteria for when the Action is performed
Use Options to select the field
Additionally you can filter for an event shift or event.
For more information on Automations, check out the Automations Overview article.