• The four types of automation in Tadabase
• When to use each automation type
• Triggers vs actions vs conditions
• Automation best practices and strategy
• Building an automation roadmap

• Database-level automation that always executes
• Creating rules for record creation and editing
• Updating this record and connected records
• Inserting new records automatically
• Sending emails and SMS via table rules
• Using conditions to control execution
• Setting field values with various options

• Form-specific automation
• Auto-populating fields based on form data
• Creating related records on form submission
• Different automation for different forms
• Using form values and connected values
• Working with hidden fields
• Multi-step form automation

• User-triggered automation via action links
• Building approval workflows
• Creating status transition buttons
• Multi-action workflows (one button, multiple actions)
• Conditional action rules
• Controlling action link visibility
• Providing user feedback

• Time-based automation for batch processing
• Configuring daily, weekly, monthly schedules
• Advanced scheduling with RRule
• Processing multiple records automatically
• Sending recurring reminders and reports
• Monitoring task execution and history
• Running tasks on demand

• Sending automated emails through all rule types
• Using merge fields for dynamic content
• Creating email templates
• Sending SMS for urgent notifications
• Combining email and SMS strategically
• Personalizing communications
• Email and SMS best practices

• Field-level validation (required, format, range)
• Form validation rules (display, submit, validation)
• Cross-field validation logic
• Capacity and limit enforcement
• Status workflow enforcement
• Duplicate prevention
• Custom error messages

• ☐ Explain the difference between the four automation types
• ☐ Choose the right automation type for a given scenario
• ☐ Understand triggers, conditions, and actions
• ☐ Create automation that doesn't conflict or loop

• ☐ Create table rules for record creation and editing
• ☐ Update records automatically based on conditions
• ☐ Update connected records in related tables
• ☐ Insert new connected records
• ☐ Send emails through table rules
• ☐ Use all field value options (custom, form, connected, etc.)

• ☐ Create record rules in form components
• ☐ Auto-populate fields on form submission
• ☐ Create related records automatically
• ☐ Use form values in record rules
• ☐ Implement different automation for different forms

• ☐ Create action links in data components
• ☐ Attach action rules to action links
• ☐ Build multi-action workflows
• ☐ Use conditions to control rule execution
• ☐ Control action link visibility
• ☐ Create approval workflows

• ☐ Create scheduled tasks with various frequencies
• ☐ Configure conditions to filter records
• ☐ Set up email notifications for task completion
• ☐ Run tasks on demand for testing
• ☐ Monitor task history and troubleshoot issues

• ☐ Send emails through all automation types
• ☐ Use merge fields for dynamic content
• ☐ Create effective email templates
• ☐ Send SMS messages
• ☐ Combine email and SMS appropriately

• ☐ Implement field-level validation
• ☐ Create form validation rules
• ☐ Use display rules for conditional fields
• ☐ Create custom error messages
• ☐ Implement business logic validation
• ☐ Prevent duplicates and enforce constraints

The Event Management System allows organizations to create events, manage registrations, send automated communications, and track attendance. It includes:

• Event creation and management
• Public registration form with capacity limits
• Automated confirmation and reminder emails
• Attendance tracking with action links
• Automated follow-up surveys
• Dashboard with statistics

Fields:

• Event Name (text, required)
• Event Date (date, required)
• Event Time (time, required)
• Location (text)
• Description (rich text)
• Max Capacity (number, required)
• Current Registrations (equation: count of registrations)
• Spaces Available (equation: Max Capacity - Current Registrations)
• Status (dropdown: Upcoming, Completed, Cancelled)
• Reminder Sent (checkbox, default: No)
• Follow-Up Sent (checkbox, default: No)

Fields:

• Event (connection to Events)
• Attendee Name (text, required)
• Email (email, required, unique combination with Event)
• Phone (phone)
• Registration Date (date/time)
• Status (dropdown: Confirmed, Waitlisted, Cancelled, Attended)
• Confirmation Sent (checkbox)
• Attended (checkbox)
• Feedback Submitted (checkbox)

Fields:

• Registration (connection to Registrations)
• Rating (number, 1-5)
• Comments (rich text)
• Submitted Date (date/time)

• Table component showing all events
• Add Event form
• Action links: View Registrations, Send Reminder, Mark Complete, Cancel Event

• List or card component showing upcoming events
• Registration form (opens when user clicks "Register")
• Display event details and spaces available

• Table showing all registrations
• Filter by event and status
• Action links: Mark Attended, Cancel Registration, Resend Confirmation

• Statistics components (total events, total registrations, upcoming events)
• Charts showing registration trends
• Recent registrations

Rule 1: Set Default Status on Creation

• Trigger: Record Created
• Action: Update This Record
• Field Values:
  • Status → "Upcoming"
  • Reminder Sent → "No"
  • Follow-Up Sent → "No"

Rule 2: Prevent Editing Past Events

• Use validation rule in form
• Or use display rules to make fields read-only if Event Date is in the past

Rule 3: Set Registration Timestamp

• Trigger: Record Created
• Action: Update This Record
• Field Values:
  • Registration Date → Current Date/Time

Rule 4: Update Event Last Activity

• Trigger: Record Created or Edited
• Action: Update Connected Records (Event)
• Field Values: (You can add a "Last Activity" timestamp field to Events)

Rule 5: Check Capacity and Set Status

• Rule 5a - Confirmed (Space Available):
  • Condition: Event.Spaces_Available is greater than 0
  • Action: Update This Record
  • Field Values:
    • Status → "Confirmed"
    • Confirmation Sent → "No"
• Rule 5b - Waitlisted (No Space):
  • Condition: Event.Spaces_Available is less than or equal to 0
  • Action: Update This Record
  • Field Values:
    • Status → "Waitlisted"

Rule 6: Send Confirmation Email (Confirmed)

• Condition: Status equals "Confirmed"
• Action: Send Email
• To: {email}
• Subject: "Registration Confirmed: {event.event_name}"
• Body:

Dear {attendee_name},

Thank you for registering for {event.event_name}!

Event Details:
- Date: {event.event_date}
- Time: {event.event_time}
- Location: {event.location}

Your registration is confirmed. We look forward to seeing you there!

If you need to cancel, please contact us at events@company.com.

Best regards,
Event Team

• Additional Action: Update This Record → Confirmation Sent = "Yes"

Rule 7: Send Waitlist Email

• Condition: Status equals "Waitlisted"
• Action: Send Email
• To: {email}
• Subject: "Waitlisted: {event.event_name}"
• Body: Notify that event is full and they're on the waitlist

Action Link 1: "Send Reminder Email"

• Visibility: Status equals "Upcoming" AND Event Date is in the future
• Action Rule 1: Send Email to all confirmed registrations
  • Loop through registrations
  • Send reminder email to each attendee
• Action Rule 2: Update Event
  • Set Reminder Sent = "Yes"

Note: To send emails to multiple registrations, you may need to use a scheduled task instead. Action rules work best for single-record actions.

Action Link 2: "Mark Event Complete"

• Visibility: Status equals "Upcoming" AND Event Date is in the past
• Action Rules:
  • Update This Record: Status → "Completed"

Action Link 3: "Cancel Event"

• Action Rules:
  • Update This Record: Status → "Cancelled"
  • Send Email to all confirmed registrations notifying cancellation

Action Link 4: "Mark Attended"

• Visibility: Status equals "Confirmed"
• Action: Update This Record
  • Status → "Attended"
  • Attended → "Yes"

Action Link 5: "Cancel Registration"

• Visibility: Status is not "Cancelled"
• Action Rules:
  • Update This Record: Status → "Cancelled"
  • Send Email: Cancellation confirmation

Action Link 6: "Resend Confirmation"

• Action: Send Email with registration details

• Schedule: Daily at 9:00 AM
• Table: Registrations
• Conditions:
  • Event.Event_Date equals Tomorrow
  • Status equals "Confirmed"
• Action: Send Email
• To: {email}
• Subject: "Reminder: {event.event_name} Tomorrow!"
• Body:

Hi {attendee_name},

This is a friendly reminder that you're registered for {event.event_name} tomorrow!

Event Details:
- Date: {event.event_date}
- Time: {event.event_time}
- Location: {event.location}

We look forward to seeing you there!

Best regards,
Event Team

• Schedule: Daily at 11:59 PM
• Table: Events
• Conditions:
  • Event_Date equals Today
  • Status equals "Upcoming"
• Action: Update This Record
• Field Values:
  • Status → "Completed"

• Schedule: Daily at 10:00 AM
• Table: Registrations
• Conditions:
  • Event.Event_Date equals Yesterday
  • Status equals "Attended"
  • Feedback_Submitted equals "No"
• Action: Send Email
• To: {email}
• Subject: "How was {event.event_name}?"
• Body: Survey link and feedback request

Validation 1: Prevent Duplicate Registrations

• Check if email already registered for this event
• Error Message: "You are already registered for this event"

Validation 2: Event Date Must Be Future

• Cannot register for past events
• Error Message: "This event has already occurred"

Validation 3: Required Fields

• Name, Email are required
• Clear error messages for missing fields

Validation 4: Event Date Validation

• Event Date must be today or in the future
• Error Message: "Event date cannot be in the past"

Validation 5: Capacity Validation

• Max Capacity must be greater than 0
• Error Message: "Capacity must be at least 1"

Testing Checklist:

Event Creation

• ☐ Create a new event
• ☐ Verify default status is "Upcoming"
• ☐ Check that Spaces Available calculates correctly

Registration Testing

• ☐ Register for an event with available space
• ☐ Verify status is "Confirmed"
• ☐ Check confirmation email is sent
• ☐ Register again with same email - verify duplicate prevention
• ☐ Fill capacity and register another person
• ☐ Verify new registration is "Waitlisted"
• ☐ Check waitlist email is sent

Action Links Testing

• ☐ Mark a registration as "Attended"
• ☐ Cancel a registration
• ☐ Mark event as complete
• ☐ Verify action links show/hide correctly based on conditions

Scheduled Tasks Testing

• ☐ Create event for tomorrow
• ☐ Create registration for that event
• ☐ Run the reminder task manually
• ☐ Verify reminder email is sent
• ☐ Create event for today
• ☐ Run the completion task manually
• ☐ Verify event status changes to "Completed"

Validation Testing

• ☐ Try to create event with past date - verify error
• ☐ Try to register without required fields - verify errors
• ☐ Try to register for past event - verify error

Once the core system is working, consider adding:

Advanced Features

• Waiting List Management: Automatically move waitlisted attendees to confirmed when spots open
• Check-In System: QR code generation for quick check-in
• Payment Integration: Charge registration fees
• Multi-Day Events: Handle events with multiple sessions
• Email Templates: Create branded HTML email templates
• Feedback Form: Embedded survey in follow-up email
• Calendar Integration: Add to calendar link in confirmation
• Reporting: Attendance reports, registration trends

Additional Automation

• Weekly Digest: Scheduled task to send weekly event summary
• Capacity Alerts: Notify organizers when event is 80% full
• Last-Minute Reminders: 2-hour reminder via SMS
• No-Show Tracking: Mark as no-show if didn't attend

• ✅ Complete event lifecycle management
• ✅ Public registration with capacity management
• ✅ Automated email communications (confirmation, reminders, follow-ups)
• ✅ Action-based workflows (attendance tracking, cancellations)
• ✅ Scheduled batch processing (daily tasks)
• ✅ Comprehensive validation (duplicates, capacity, dates)
• ✅ Dashboard with statistics

• ✅ All four automation types working together
• ✅ Email automation with merge fields
• ✅ Conditional logic and business rules
• ✅ Data validation and error handling
• ✅ User experience optimization
• ✅ System integration and workflow design

• User authentication and roles
• Permissions and access control
• Page-level and record-level security
• User registration and login
• Password management
• Multi-user applications

Build more automated systems to reinforce your skills:

• Subscription Management: Recurring billing, payment reminders, renewal automation
• Helpdesk System: Ticket assignment, escalation, SLA tracking
• Inventory Management: Low stock alerts, reorder automation, supplier emails
• HR Onboarding: Task creation, document routing, approval workflows
• Marketing Automation: Lead scoring, email campaigns, follow-up sequences

• Automation transforms databases into intelligent applications that work for you 24/7
• Choose the right automation type based on when and how it should execute
• Layer automation - table rules for universal logic, record rules for form-specific, action rules for user control, scheduled tasks for batch operations
• Communication is key - keep users informed with automated emails and SMS
• Validation prevents errors - enforce business rules at every level
• Test thoroughly - automation runs automatically, so testing is critical
• Document your rules - future you will thank present you
• Start simple, build complexity - begin with basic automation and add sophistication as needed

• Work automatically without constant manual intervention
• Enforce business rules and data integrity
• Communicate with users at the right time
• Process data in batches on schedules
• Guide users through proper workflows
• Prevent errors before they happen

These skills are the foundation of professional-grade applications. You're ready to move on to user management and security!