Automation conditions and actions
Requires: Access to configure automations and their target resources.
Conditions are combined with AND, in listed order. A false condition stops evaluation. Actions run in listed order after conditions match. Use separate automations for alternative workflows.
Conditions
| Condition | What it checks |
|---|---|
| Person created | The person-creation event. |
| Person has tags / does not have tag | Presence or absence of the configured tag on the target person. These checks do not themselves schedule a tag-change event. |
| Person is member of group | Membership in the configured group. |
| Accepted agreement | The configured agreement on the person. |
| Questionnaire calculation is | A calculation value on a completed submission against a configured comparison. |
| Question data is | A question answer against a configured comparison. |
| Scheduled execution | Scheduled evaluation, with its configured date options. |
| Person action button clicked | An explicit person action-button event. |
| Action used / executed | Use or execution of an automation action. |
| Max executions per person | Limits evaluations reaching this condition; put it last. |
| Data source result is | A configured data result; intended for existing advanced configurations. |
| HL7 ADT event received | An event supplied by an enabled clinical-system integration. |
Comparison choices depend on the condition. Select the offered comparison and complete its parameter fields. Avoid empty conditions and unbounded assignment actions.
Actions
| Action family | Effect |
|---|---|
| Assign questionnaire | Create an assignment for a selected questionnaire. |
| Assign questionnaires with tag | Assign the questionnaires matching the selection tag. |
| End questionnaire / all questionnaires / questionnaires with tag | End the relevant schedules. |
| Assign tag / remove tag | Change tags on the target person. |
| Assign person to group / remove person from group | Change group membership. |
| Archive person | Archive the target person. |
| Delete all questionnaire assignments | Remove the person's assignments; this is a destructive configuration. |
| Send mail | Send a configured email. |
| Report to clinical system / report document | Send information through an enabled integration. |
Choose a specific questionnaire or group when only one resource should change. Review broad ending/deletion actions with synthetic targets first.
The current UI also offers a no-operation option. It does not replace configuring a meaningful trigger and action.
Timing and failures
Person creation and answer events are handled during their processing. Scheduled evaluation runs periodically; the current scheduler is daily at 05:00 server time and depends on instance operation. It is not a per-minute tag watcher.
Errors are recorded under Executed automations. A failed sequence can have already changed its target; check the person's actual state before retrying.