Getting Started with Form Automation

Who is this article for?
Administrators managing reporting.

Report admin permissions are required.

Automation allows you to enhance your reporting usage by having fields, sections completed with minimal user input.

This article outlines the options available within Coruson and provides links to the steps to configure each section.

Important Note: Some of these features are not activated on your tenant by default and must be activated by Support.

1. Automation Comparison

The below table outlines the key differences between each method of automation:

Feature / Behaviour	Form Rules	Reporting Rules	Submission Rules	Standard Events	Auto-Complete
Changes form fields based on conditions
Fill in report fields automatically
Close the report
Assign Classifications
Assign Risk Assessments
Show form sections
Configured via Coruson interface
Fill in data form third party tools
Based on a condition being met
Can be applied to unlocked sections

As with most configuration options in Coruson there is no right or wrong approach; only the approach that is right for your organisation.