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Wisenet

      How To Add and Edit an Automation Action Group

      An automation is made up of two parts:

      1. Trigger – what starts the automation.

      2. Actions – what the automation actually does.

      This page explains actions: what they are, how to set them up, and how to add conditions and action groups.

      This is an EARLY ACCESS feature.

      Required LRM Access: Owner

      1

      What is an Automation Action?

      Once a trigger fires, the automation needs to do something. That “something” is called an action.

      One automation can run many actions. Actions are grouped into action groups.

      Each action group is made up of three parts:

      1. Action group details
      2. Action group conditions (optional)
      3. Actions

      Action group details include:

      1. Action group code – a short identifier for the action group.
      2. Action group name – a meaningful name so you know what the action group does.
      3. What the action group allows – e.g. actions on the Course Enrolment, enrolments into Unit Offers

      The trigger entity defines which options you have for action groups.

      An automation can perform actions on multiple entities. To do this, create a new action group for each entity and add actions to that action group.

      2

      What is an Action Group Condition?

      Action group conditions restrict the situations in which the actions in an action group will run.

      • Most conditions will be set at the trigger level.
      • However, there are some conditions that can only be set at the action group level. That’s when you add action group conditions.

      3

      What is a Condition Group?

      Conditions use AND and OR logic, just like trigger conditions.

      • A condition group is a set of conditions joined by AND.

      • Multiple groups can be joined by OR.

      Example:

      [Condition 1 AND Condition 2] OR [Condition 3 AND Condition 4]

      This means:

      • All conditions in a single group must be true for the group to pass.

      • If any one group passes, the action group will run.

      4

      What is an Action?

      An action is the actual task that the automation carries out, e.g. updating a field or sending an email.

      • The action always applies to the entity specified in the field “This Action Group Allows”. 
      • For example: If the action group entity is Learner, then an Update Field action will update a Learner field.

      Supported actions (more coming soon):

      You can perform actions on multiple entities by creating multiple action groups, each with their own actions.

      Add Action Group

      5

      Add Action Group Details

      1. Navigate to LRM > Settings > Automation (under Automation)
      2. Click on the automation name to take you to the Automation Detail page.
      3. In the Action Groups section, click Add Action Group
      4. Enter an Action Group Code
      5. Enter an Action Group Name
      6. Select an option for This Action Group Allows
      7. Click Add Action Group

      6

      (Optional) Add Action Group Conditions

      For most situations, you will add all the conditions at the trigger level. Use action group conditions only when adding the conditions at the trigger level would not work for your situation.

      1. In the Action Group section, click Add Condition Group
      2. In the group, click Add Condition
      3. Enter:
        1. Entity – available options depend on your action group entity.
        2. Field
        3. Condition type (Value Is, Value Changed From, Value Changed To)
          • If the condition entity is different to the action group entity, you can only choose Value Is
        4. Evaluator (E.g. equals, does not equal, contains, is greater than)
        5. Values
          • If the evaluator is “has a value” or “has no value”, you do not need to enter a value.
      4. Repeat to add more conditions or more condition groups if needed.
      5. Click Save.
      6. At the bottom of the Add Action Group box, click Add Action Group to confirm.

      Add Action

      7

      Add Action

      1. Navigate to LRM > Settings > Automation
      2. Click on the automation name to take you to the Automation Detail page.
      3. Under the relevant action group, click Add Action
      4. Select an action type
        • The Add Action drawer opens
      5. Enter the relevant details.
        • E.g. for Update Field, select the field(s) and enter the new value(s).
      6. Click Save.
      7. (Optional) Add more actions to the same action group.
      8. (Optional) Add actions to other action groups.