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Overview

Automations let you define rules that are evaluated when a trigger event occurs. If the rule evaluates to true, the specified action will be performed. As an example, whenever a case is ingested from a scanner, based on a rule like if Item Category Display Name is "Crown" you can automatically add a crown product to the case.

Creating an Automation​

  1. Navigate to Admin -> Settings -> Automations
  2. Select the event that will trigger the automation
  3. Click on "Create Automation"
  4. Add a name, rules, and actions
  5. Click on "Save"

1. Triggers​

  • IOS Case Create
  • Product Added
  • Case Tag selected (upcoming)
  • Doctor-office pair selected (upcoming)

2. Rules​

Rules are evaluted during a trigger event, and if the rules are met, the actions will be performed. The fields available for the rules depend on the trigger event. As an example, for the IOS Case Create trigger, the fields that are available pertain to fields we ingest from the scanner.

3. Actions​

Actions perform once an event is triggered and the rules are met. For the IOS Case Create trigger, the actions available are adding products, and assigning a doctor-office pair.

Available Actions​

  • Add product
  • Assign doctor-office pair
  • add tag
  • select case type