Creating a new rule in workflow automation

Rules are the elements that automate your workflow, and they’re simpler than you might think. They work on the basis of cause and effect. In eyenquiries, the cause is known as the trigger, and the effect is the activity. 

1. In the top right, click on  > System Settings.
2. Click on eyenquiries in the sidebar.
3. Go to the tabs Enquiries & Registration > Workflow Automation.
4. Click on Create Rule in the top right.
5. Fill out the form that appears.
6. Click Save.

Trigger: The trigger refers to what action must be taken for the automation to trigger. You can choose from a list in the drop-down menu. These actions may be performed by a user on the system, or by an enquiry.

Activity: This refers to what activity will be triggered when the chosen action is performed. The sorts of activities you can choose from are the same as the ones you can create in the Upcoming Activities tab on an enquiry profile.

Type: Choose from a Task, Phone call, or Email.

Date (As Trigger Event): If the activity is an email, this determines the date the email is sent. This can be immediately after the action is performed, or delayed for a while. If the activity is a task or a phone call, this field determines the due date for the activity to be completed. 

Description: A description of the activity.

Select Template: This field only appears if you have chosen Email as your activity type. Here, you can select from one of your email templates, and every time the triggering action is performed, an email will be drafted up which can be sent if you want.

To create a new rule for all nurseries, go to  > Global Settings, then continue from Step 2.

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