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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.