Administrators can leverage a variety of triggers and conditions to customize their Automated workflows based on process-related needs. Below is a comprehensive list of all Form-based Triggers and Conditions currently in Via. For a deeper dive into automations, click here.
For a glossary of all terms used in automations, click here.
If an admin selects Form Status as the preferred trigger, it will not be available as a condition within the same automation.
Triggers
- Form [is] added
- Form Deadline [is] 1 to 30 Days in the future or past
- Form Status [is] desired form status(es)
Conditions
- Application Tag [is]or [is not] desired application tag name
- Associated Application Status [is] desired application status
- Associated Application Template [is] desired application template name
- Form Status [is] desired form status(es)
- Form Tag [is] or [is not] desired form tag name
- General Form Template [is] desired General form template name
- Cumulative GPA is [GPA number value]
- Program [is] exact program name
- Program Name [contains/ does not contain] desired text
- Program Type [is] or [is not] desired program type(s)
- Term Name [contains/ does not contain] desired term name
- Financial Aid (Profile) [Is] or [Is Not] Yes, No, I'm not sure, I prefer not to answer
- Passport Status (Profile) [Is] or [Is Not] Current, Expired, I don't have passport, I don't know
- First-Generation Status (Profile) [Is] or [Is Not] Yes, No, I'm not sure, I prefer not to answer
- Traveler Type (Profile) [Is] or [Is Not] High School/Secondary, Undergraduate, Graduate, Postgraduate, Faculty, Staff, Guest, Other
- Year in School (Profile) [Is] or [Is Not] Freshman, Sophomore, Junior, Senior, Graduate, Non-degree Seeking
If the Traveler Profile Field is null or missing from the Traveler Profile, the Automation will not run.
Financial Aid information can only be added to the Profile by a Traveler through Intake. Intake must be toggled on in the Organization’s Settings, and the organization must enable the Financial Aid to appear.
