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...