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Configuring an Automation

 

The following information is also covered in the Capriza How-Tos "Configuring Automations: Part 1" and Configuring Automations: Part 2."

 





To create a new automation, select Automate Page from the page options menu in Simplify mode.

 

 

 

Click the + sign in the upper right hand corner of the dialog that opens.

 


 

Automation Trigger (IF)

There are 3 page automation triggers:

  • Page loads from any connection
  • Page loads from some connections
  • Internal connections

 

Page Loads from Any Connection

 

This type of automation performs the automation steps when the page first loads, regardless of which connection or flow led to this page.

 

If an automation is created for this trigger, you cannot select to create additional automations when page loads from some connections. This is because all incoming connections will trigger this selected automation.

 

You can still create internal automations.

 

Page Loads from Some Connections

 

This type of automation performs the automation steps only when the page first loads from specific connections. 

 

When selecting this option, you can choose which incoming connections will trigger the automation steps.

 

 

You can select one or more incoming connections to serve as the trigger to the automation. You may also define additional incoming connections not already configured in the Zapp be selected the "Create a new connection" option.

 


 

Internal Connections

 

Internal connections are connections that are related to interactions on the page but do not result in a transition to a new page. For example, typing in a text field, checking a checkbox, selecting a date from a calendar, etc.

 

To define a new automation based on internal connection, create a new automation and select Internal connections as the automation trigger.

 

Internal connections are automatically created when you interact with the items on the page and will be listed in the available connections.

 

 

If you did not interact with any of the items on the page prior to defining a new automation, no internal connections will be available.

 

You can choose to create the desired internal connections manually by selecting Create a new connection.

 

 

Once the desired internal connection is available, select it and confirm your definition of the automation trigger.

 

You can define more than one internal connection automation per page.

 

Automation Steps (THEN)

 

Once you have defined your automation trigger, define the automation steps that will be performed once the automation condition is met. To add an automation step, select the desired control from the dropdown menu.

 

 

Then, select the action to take upon the control. For some controls, such as buttons, only one option (i.e. click) will be provided. For others, such as text inputs, you may select from multiple options (i.e. fill or fill last entered value).

 

 

For text inputs and other control types requiring user input, you may also specify the value to enter.

 



Once finished, click the checkmark to save the automation step.

Multiple Automation Steps

 

You can create more than one automation step, meaning that an automation trigger can lead to a series of actions that are performed on behalf of the user. To add additional steps, simply click the plus sign to the left of "Add Automation Action."

 

 

Additional Settings

 

If a control is optional on the page and it is part of an automation flow, you may want to make the step optional as well. If you set an automation step as an optional step, if the control cannot be found, the automation action for that control will be skipped and the following automation steps will be performed.

 

To set an automation step as optional, expand the Options section in the automation step and turn on the Optional option.

 

 

You may also choose to delay the automation X milliseconds.

When Finished

 

Finally, you may define when Capriza should display the content resulting from the automation. By default this is set to "when automation finished."

 

 

To update this setting, click the grey rectangle area, and select a new value from the resulting pop up.

 

 

Other options are:

  • When updated data is available
  • After delay (as set under Options in the automation step)

Once finished, click the checkmark to save.

Saving Your Automation

 

Once your automation is defined, click the checkmark in the upper right hand corner to save it. You can also give it a more meaningful name by clicking on the pencil icon.

 

 

You can also give it a more meaningful name by clicking on the pencil icon.

 

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