--- title: Automation Enhancements description: Several enhancements have been made to the automations feature. --- [Skip to content](https://help.samaritan.com/automationenhancements#main-content) English Show submenu for translations [Submit a support request](https://help.samaritan.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.samaritan.com/tickets-view?hsLang=en) ![eCLogo.png\]](https://help.samaritan.com/hs-fs/hubfs/eCLogo.png?height=40&name=eCLogo.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a support request](https://help.samaritan.com/kb-tickets/new) - [Customer portal](https://help.samaritan.com/tickets-view) - Go to samaritan.com Go to samaritan.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Samaritan Help Center](https://help.samaritan.com/?hsLang=en) 2. [Advanced Topics](https://help.samaritan.com/advanced-topics?hsLang=en) 3. [Automations](https://help.samaritan.com/advanced-topics?hsLang=en#automations) # Automation Enhancements ## Several enhancements have been made to the automations feature. Note: automations can only be seen by users with Administrative access. ### New tab to assign Permissions to only the preferred role(s) ![9c6fcfc7-e27a-42c4-9c69-488b8b1ee3c8](https://help.samaritan.com/hs-fs/hubfs/9c6fcfc7-e27a-42c4-9c69-488b8b1ee3c8.png?width=624&name=9c6fcfc7-e27a-42c4-9c69-488b8b1ee3c8.png)   ### Updated layout for “On Save” action We've changed instructions at the top to avoid confusion: ![Before\_New trigger](https://help.samaritan.com/hs-fs/hubfs/Before_New%20trigger.png?width=627&name=Before_New%20trigger.png)![](blob:https://samaritan.atlassian.net/51791a11-ceb6-4a2f-a2fb-b272d89f464a#media-blob-url=true&id=1dd235cc-7518-4f43-bdbd-c00f5bfc9ca3&collection=contentId-1191477293&contextId=1191477293&mimeType=image%2Fpng&name=image-20210831-165119.png&size=38524&width=678&height=384&alt=) Hid “empty” box and added it to dropdown menu --- \*\*For Automation types: Schedule and Log Book, we have removed the option “Condition/Formula” in favor of using grids because they can more accurately define data, especially with date ranges, Summary/Details Mode, and record type.   Updates to language on “Apply To” tab ![New Apply to](https://help.samaritan.com/hs-fs/hubfs/New%20Apply%20to.png?width=636&name=New%20Apply%20to.png) ### **Overwrite single select fields** **![Overwrite checkbox](https://help.samaritan.com/hs-fs/hubfs/Overwrite%20checkbox.png?width=560&name=Overwrite%20checkbox.png)** ### **Automatically Alphabetize items in a drop down list** **![Alphabetize drop down list](https://help.samaritan.com/hs-fs/hubfs/Alphabetize%20drop%20down%20list.png?width=606&name=Alphabetize%20drop%20down%20list.png)**   - [What's New](https://help.samaritan.com/whats-new?hsLang=en) - [Getting Started](https://help.samaritan.com/getting-started?hsLang=en#main-content) - [Account Basics & Setup](https://help.samaritan.com/getting-started?hsLang=en#account-basics-setup) - [Product Orientation & Basic Navigation](https://help.samaritan.com/getting-started?hsLang=en#product-orientation-basic-navigation) - [Record Management](https://help.samaritan.com/getting-started?hsLang=en#record-management) - [Reports](https://help.samaritan.com/reports?hsLang=en) - [Email & Text Messaging](https://help.samaritan.com/email-text-messaging?hsLang=en#main-content) - [Troubleshooting](https://help.samaritan.com/email-text-messaging?hsLang=en#troubleshooting) - [Automated Emails](https://help.samaritan.com/email-text-messaging?hsLang=en#automated-emails) - [Opportunities](https://help.samaritan.com/opportunities?hsLang=en) - [Grids & Filters](https://help.samaritan.com/grids-filters?hsLang=en) - [Log Book](https://help.samaritan.com/log-book?hsLang=en) - [Scheduling](https://help.samaritan.com/scheduling?hsLang=en) - [Volunteers](https://help.samaritan.com/volunteers?hsLang=en) - [Surveys](https://help.samaritan.com/surveys?hsLang=en#main-content) - [Build a survey](https://help.samaritan.com/surveys?hsLang=en#build-a-survey) - [Sign-In Stations](https://help.samaritan.com/sign-in-stations?hsLang=en#main-content) - [Sign-In Station Basics & Setup](https://help.samaritan.com/sign-in-stations?hsLang=en#sign-in-station-basics-setup) - [How to build a Sign-In Station](https://help.samaritan.com/sign-in-stations?hsLang=en#how-to-build-a-sign-in-station) - [Attach a Sign-In Station to a Service Opportunity](https://help.samaritan.com/sign-in-stations?hsLang=en#attach-a-sign-in-station-to-a-service-opportunity) - [View and share a Sign-In Station](https://help.samaritan.com/sign-in-stations?hsLang=en#view-and-share-a-sign-in-station) - [Managing Sign-In Stations](https://help.samaritan.com/sign-in-stations?hsLang=en#managing-sign-in-stations) - [Troubleshooting Sign-In Stations](https://help.samaritan.com/sign-in-stations?hsLang=en#troubleshooting-sign-in-stations) - [New Features for the Sign-In Station](https://help.samaritan.com/sign-in-stations?hsLang=en#new-features-for-the-sign-in-station) - [Advanced Topics](https://help.samaritan.com/advanced-topics?hsLang=en#main-content) - [User Defined Fields (UDFs)](https://help.samaritan.com/advanced-topics?hsLang=en#user-defined-fields-udfs) - [Automations](https://help.samaritan.com/advanced-topics?hsLang=en#automations) - [Get Help](https://help.samaritan.com/get-help?hsLang=en) - [Samaritan Import Data Tool](https://help.samaritan.com/samaritan-import-data-tool?hsLang=en) - [Messaging](https://help.samaritan.com/messaging?hsLang=en) [![Samaritan Technologies](https://help.samaritan.com/hs-fs/hubfs/Samaritan-Logo-Final-Horizontal.png?width=806&height=253&name=Samaritan-Logo-Final-Horizontal.png "Samaritan Technologies")](http://samaritan.com) samaritan.com Help Center Copyright © 2026, Samaritan