Automation and Rules

Let the system do the repetitive work, and define once the conditions the rest of the system reuses. The first group covers what runs by itself — a screen reacting to a field change, jobs on a schedule, documents that repeat. The second covers the reusable building blocks: saved criteria, criteria written as text, named lists of screens, and the SQL-based virtual entities behind reports and dashboards.

Work That Runs by Itself

🖱️GUI Post ActionsMake the screen react the moment a field changes — fill, recalculate or clear other fields before the record is saved.⏰Scheduled TasksRun jobs automatically on a schedule — the task scheduler.🔁Recurring DocumentsReproduce a template document on a cadence — automatically on a schedule or in an on-demand batch.

Reusable Building Blocks

🧮Criteria DefinitionsThe saved, named filter that approvals, notifications, flows, required fields and lookups all point at — how to build one, how to test it, and where it is used.📝Text Criteria ParserWrite criteria as plain text and have the parser turn them into filters.🗃️Entity Type ListsOne named list of screens, so a single setting can apply to a whole family of them — and the Add From Group shortcut that builds it from a menu.🧱Virtual EntitiesReusable SQL building blocks that power reports and dashboards.