Release Note
Package Assigned Trigger and a Clearer Automation Rule Builder
Release date:
Rules on Client Profile Created that checked a package never matched, because a package is always added after the profile is created. The new Package Assigned trigger fixes that, and the builder is clearer across the board.
Package Assigned Trigger
• Runs when a client is given a package: when creating a client from a referral, from the client's profile, from a care pathway or at online sign-up.
• Two new conditions: Assigned Package and Assigned Package Funder.
• Same actions as Client Profile Created, for example Assign Client to Group, Send Form and Set Task.
• Test Event lets you pick the package, and optionally its funder, to simulate.
• On Client Profile Created, a Package or Funder condition now shows a note pointing to Package Assigned.
Clearer Rule Builder
• Step 1 asks for the Trigger Event first, then the Action Type, labelled When and Then, each with a one-line explanation.
• Step 2 is Conditions (optional) and opens with Only if. AND / OR is explained in plain words.
• Status change triggers name which side of the change a condition checks: New Profile Status / Previous Profile Status, and the same for referral and report status.
• The Rule Summary reads When … Only if … Then …, or Every time when there are no conditions.
• Case Note Created can now use Move to Group Stage.
Good to Know
• Package Assigned runs once per package. Only packages assigned from now on trigger it; rollovers don't.
• Existing rules are unchanged.
