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Automation Engine

  • Introduction to the Automation Engine

    The Automation Engine is a relatively new feature which users can use to automate many of their tasks. The Automation Engine is still a beta feature and thus to use it you need to have beta features e...

  • Create automations with the Automation Engine

    1. Enable beta features In order to be able to access the Automation Engine, you should first enable beta features in your Settings tab. Go to the Settings tab Go to the Study sub-tab Scroll down to t...

  • Select an event for your automation

    An event is a data entry point within your study that will be checked by the system against the conditions you specify and trigger a certain action when the two match.  1. Add an event After you navig...

  • Select a condition for your automation

    Once you have selected the event that will trigger the automation, you can add conditions to the automation. These conditions will be checked by the system in order for the action to be triggered. For...

  • Select an action for your automation

    The action describes the result of the event triggering. 1. Open the action dialog After you navigate to the Automation Engine and select an event, click on the Action button (1). 2. Select an action ...

  • Test your automations

    A guide to practice testing your automations and become familiar with the automation's behaviour. In order to complete this tutorial, you must have at least one existing automation. If you don't have ...

  • View and edit your automations

    After you have created your automations, you can easily view and edit them. If you don't have an automation, try creating one! View automations To view the list of all of your current automations, nav...

  • Automatically hide phases/steps based on a field value

    This guide will help you with creating an automation with the Hide Step action. Please note that all of the below examples use the example forms that are provided for a newly created (test) study. Hid...

  • Automatically add queries

    This is a guide that helps with creating an automation with the Add Query action. Please note that all of the below examples use the example forms Castor can provide you for a newly created study. Par...

  • Automatically send out surveys

    This article explains how to send out surveys to certain participants in your study automatically. This means that you can schedule surveys to be sent as soon as an email address is added to a record ...