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  1. Castor
  2. EDC/CDMS
  3. Castor CDMS Manual
  4. Automation Engine

Automation Engine

  • Automatically add queries
  • Automatically hide and show visit/form based on the Site
  • Automatically hide visits/forms based on a field value
  • Automatically schedule and send out several different surveys
  • Automatically send out surveys
  • Automatically send surveys based on updated field value
  • Create automations with the Automation Engine
  • Introduction to the Automation Engine
  • Select a condition for your automation
  • Select an action for your automation
  • Select an event for your automation
  • Test your automations
  • Using Automation Engine to show or hide a form based on a randomization value in EDC/CDMS
  • View and edit your automations
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