This is an EARLY ACCESS feature.
Required LRM Access: Owner
1
View all Automations
- Navigate to LRM > Settings > Automation
- You will see a list of all automations
- Each automation summary shows:
- The trigger name and status (e.g. active/inactive)
- The number of trigger conditions
- The number of action groups
Each action group can contain multiple actions.
2
View Automation details
To view the full configuration of an automation:
- Navigate to LRM > Settings > Automation
- Click the name of the automation you want to review
- This will open LRM > Settings > Selected Automation > Detail
Automation Detail page
The Automation Detail page is divided into three main sections:
- Trigger Details
Displays the trigger entity and the trigger type (e.g. “Unit Enrolment is Updated”). You can also activate or deactivate the automation here.
- Trigger Conditions
Lists the conditions that must be true for the automation to run. You may see multiple condition groups using AND/OR logic.
- Action Groups
Shows the tasks that will be performed when the automation runs. Each action group includes:
- Action Group Details – The name and code of the action group and the types of actions that will be performed (e.g. actions on the Course Enrolment, enrolments into Unit Offer)
- Action Group Conditions – Optional rules that must be true for the action group to execute
- Actions – The specific steps performed (e.g. sending an email, updating a field).
For more information, see:
3
Set an Automation to Active
To activate an automation:
- Navigate to LRM > Settings > Selected Automation > Detail
- In the Trigger Details section, click the Edit icon
- Toggle Active to YES
- Click Save.
An automation can only be activated if it has:
- At least one Action Group
- And that action group has at least one Action.
