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Getting Started

A Step-by-Step Guide

Getting Started with Automations​

  1. Accessing the Automation Builder

    • Navigate to the "Automations" tab under the "Settings" menu.

  2. Creating a New Automation

    • Click "New" to initiate the automation creation process.

  3. Naming and Describing Your Automation

    • Give your automation a meaningful name.
    • Optionally, provide a description to outline important details or nuances related to the automation.

  4. Setting the Trigger

    • Choose a trigger that will initiate the automation. Refer to our documentation's "Triggers" section for a comprehensive overview of how triggers work.
    • Decide whether you want the trigger to run on a schedule, or if it should be triggered when resources are updated or added to the platform.

  5. Adding Filters

    • Depending on your trigger settings, configure the filter to further refine the conditions for the trigger. For example, if your trigger is based on observation updates, specify the source and value of the observation to precisely define the trigger criteria.

  6. Programming the Action

    • Select the appropriate action type based on your use case.
    • Utilize the action forms to set the necessary variables.

  7. Completing Your Automation

    • Once you have set your trigger, filter, and action, click "Save" to finalize your automation.

  8. Enabling Your Automation

    • After saving your automation, you can enable it by clicking on the selector next to "Save."
    • The slider will turn blue when the automation is enabled.
    • You can also locate your enabled automation in the "Active" tab when viewing the automations section.

With this guide, you can create custom automations tailored to your specific needs and objectives, enhancing the efficiency and functionality of your system.