Principle

The Automations page in the main menu, displays all Instances of tasks and notifications that have been generated by automations.

<a href="https://help.principle.dental/en/articles/9044816-automation-configuration-page">For information on the setup of Automations click here.</a>

Filter your results by a predefined time period or custom date range.

Filter your results between Tasks and Notifications

Automations can also be filtered by status using the filter icon at the top right of the results. 

Use the column headers to see where the automations were generated and for which patients.

Each automation has options to edit, cancel, or restore depending on its status under the 3-dots menu button.

1. Filter your results by a predefined time period or custom date range.
2. Search by Title, Type, or Creator.
3. Filter your results between Tasks and Notifications
4. Automations can also be filtered by status using the filter icon at the top right of the results. 
5. Use the column headers to see where the automations were generated and for which patients.
6. Each automation has options to edit, cancel, or restore depending on its status under the 3-dots menu button.

<a href="https://help.principle.dental/en/articles/9044816-automation-configuration-page">Learn more about setting up Automations here</a>

Automations Page

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Automations Page

Using the Automations Page