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)

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Updated layout for “On Save” action

We've changed instructions at the top to avoid confusion:

Before_New trigger

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

Overwrite single select fields

Overwrite checkbox

Automatically Alphabetize items in a drop down list

Alphabetize drop down list