Add a Create Object Action to a Process

Processes can contain three kinds of Node:

Interactions (Questions and simple information displays)

Actions (things which happen without the user being aware - for example: variable updates, database actions)

Sections (Groupings of Nodes, which can include other Sections)

You can add actions anywhere within a Process.

To record data in the database once the Process has completed, define a Create Object Action.

With the Process menu bar, navigate +Add -> Action -> Object to be able to select to add a "Create new instance of an object" action.

Create instance of object = record object in database
In the dialogue that appears, you are prompted for a name for the Action (so you can remember its purpose easily), and also for the Type of Object you want to create an instance of.
As soon as you click Ok, another dialogue appears which shows the fields of the patient object on the left hand side, and drop-downs for each on the right-hand side.

The task here is to say which values in the Process should be mapped to which object field as the new patient instance is created.

That is: which value in the Process should go in the "name" field, which value should go in the "dob" field etc.

It is not required that values for ALL fields of the object are provided. It is up to you.

When an object (instance) is created, any fields which do not have a mapping are given default values.

For some field types you will see special mapping possibilities.

For example, for date fields, you can map the values of date questions and variables, but you also have the option of mapping "now".

What that means is that when the object is created, the value given to the field will be the date-time at that very moment.

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Add a Create Object Action to a Process

Processes can contain three kinds of Node:

Interactions (Questions and simple information displays)

Actions (things which happen without the user being aware - for example: variable updates, database actions)

Sections (Groupings of Nodes, which can include other Sections)

You can add actions anywhere within a Process.

To record data in the database once the Process has completed, define a Create Object Action.

With the Process menu bar, navigate +Add -> Action -> Object to be able to select to add a "Create new instance of an object" action.

Create instance of object = record object in database
In the dialogue that appears, you are prompted for a name for the Action (so you can remember its purpose easily), and also for the Type of Object you want to create an instance of.
As soon as you click Ok, another dialogue appears which shows the fields of the patient object on the left hand side, and drop-downs for each on the right-hand side.

The task here is to say which values in the Process should be mapped to which object field as the new patient instance is created.

That is: which value in the Process should go in the "name" field, which value should go in the "dob" field etc.

It is not required that values for ALL fields of the object are provided. It is up to you.

When an object (instance) is created, any fields which do not have a mapping are given default values.

For some field types you will see special mapping possibilities.

For example, for date fields, you can map the values of date questions and variables, but you also have the option of mapping "now".

What that means is that when the object is created, the value given to the field will be the date-time at that very moment.

Next Step:
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