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Labsheet Automation: Triggers and Alerts

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Written by Satya Singh
Updated over 3 weeks ago

Function: Labsheets in Scispot support automation via Alerts and Triggers. Alerts can be configured to perform an action when specific criteria are met in a row. These alerts can notify users by email, update values automatically, or activate QC checks. Automations can also be configured with Triggers, which activate Jupyter scripts.

Use Case: A researcher tracking sample quality can set up an alert to automatically flag and email the team if a column reaches a value. At the same time, a Trigger could launch a Jupyter script that performs further analysis on the flagged data, streamlining decision-making and reducing manual oversight.

Alerts

Alerts are automated notifications that send an email notification to a user if a criteria is met when the Labsheet is updated.

To view a list of Alerts click on Automation > Alerts

In the Alerts tab you can view which Alerts are active and toggle them.

Create an Alert

To create a new Alert:

  • Go to Automation > Alerts

  • At the bottom of the Alerts list click + New Rule

From here you can give your automation a name, rules, and list of actions.

To add a new rule:

  • Under When should this happen? click + Add Rule

Here you can make a rule dependant on a specific column. You have the choice to make the rule dependant on is, is not, or contains, and a second value based on the column type.

To add a new action:

  • Under What should happen? click + Add Action

You can select the type of action the Alert performs when triggered:

  • Send Email Notification: Sends an email notification to one or more users

  • QC Check / Validation Check: Runs a QC / Validation check

  • Set item value to: Sets the value of the item's column to a specific value

To delete a rule or action, click on the trash can to the right of it.

Click Create to create your Alert.

Triggers

Triggers are similar to alerts, but will run a Jupyter script when activated.

To view a list of Triggers click on Automation > Triggers

To create a new Trigger:

  • Go to Automation > Triggers

  • At the bottom of the Triggers list click + New Rule

From here you can give your Trigger a name.

Enter the emails of those you want to receive notifications.

Select the Jupyter Script you want to run when the Trigger is activated.

To add a new rule:

  • Click + Add Rule

Here you can make a rule dependant on a specific column. You have the choice to make the rule dependant on equal to or not equal to and a second value based on the column type.

Click Confirm to make your Trigger.

Viewing Active Automation

In the Alerts or Triggers tab you can view which automation is active and toggle them or edit them.

Editing Automation

To edit an existing automation, click on its name.

Toggling Automation

To toggle on or off an Alert or Trigger:

  • Click on Automation > Alerts or Automation > Triggers

  • Click on the switch for the Alert or Trigger.

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