Automation Engine

• I want to show a phase or step instead of hiding it. How do I do that?

  The automation engine allows you to hide phases when they are not necessary - if a condition is met, the phase will be hidden.  All phases are shown by default. If the field value is changed and the c...

• Will changing the name of a phase affect the automations?

  No, it will not. Automations are linked to phase/step and field IDs. The automations will continue working, even after changing the name of the step or phase, as well as any field labels....

• Can I create automations based on randomization allocation?

  It is possible to build automations that take into account the group that the subject is randomized to. For example, you can hide a phase for subjects who are randomized to group A.  Add the field typ...

• Troubleshooting: Why does my automation not work?

  There can be multiple reasons your automation behaves differently than you expect. See a couple of explanations below. If this article doesn't explain the behavior of your automation, feel free to con...

• Can I create automations based on checkbox fields?

  At the moment, it is not possible to create automations based on checkbox fields because automations with the same conditions cancel each other out. We suggest to use radio buttons instead. For better...