Automations

Can I create my own automations?

Users on the premium and enterprise plan have the ability to create their own automations. For a cost, any user can have a custom script, imports and exports, PDF report or PDF background developed by Ish and implemented on your system.

What are all the templates?

There are three types of templates within onCourse:

Import templates - used to bring information from an outside source into onCourse.
Export templates - used to export all information about a certain record in onCourse to an external document.
Message template - a pre-designed message that can be sent out from your system, such as an enrolment confirmation, or an unpaid invoice notice.

How do I create a new template?

Navigate to the “Automations” page
Select the type of template on the left column that you want to create (Import, Export or Message)
Create the desired template
Save new template.

How do I upload a new pdf background?

Navigate to “Automations”
Select the PDF Backgrounds from the left column
Press the plus button, input mandatory fields and upload the desired pdf.
Save new settings.

How do I create a new report?

Navigate to “Automations”
Select the PDF Reports from the left column
Press the plus button to create custom reports.
Input information in the mandatory fields.
Save new report using the button in the upper right corner.

How do I manually run a report?

Navigate to the record that the report needs to be ran on
Select all the records
Press the share button
Select the report from the list.

How do I add a new integration to onCourse?

Navigate to the “Integrations” page from the dashboard
Select the plus button
Choose what system you want onCourse to integrate with
Fill out all the necessary information
Enable any scripts that come with the integration.
Save new integration using the button in the upper right corner.

For extra help with the specifics of each intergration look at section 58 of the manual