Clarity LIMS
Illumina Connected Software
Clarity LIMS v6.3 & Lablink v2.5
Clarity LIMS v6.3 & Lablink v2.5
  • Release Notes Clarity LIMS v6.3
    • Release Notes Clarity LIMS v6.3.1
    • Release Notes Clarity LIMS v6.3.0
  • Technical Overview
    • Technical Requirements
  • Installation
    • Installation Procedure
    • Guide to Secret Management
    • Install/Upgrade Secret Management for Integration Modules
    • Change the Clarity LIMS Hostname
    • Update Server Passwords and Database Connection Details
  • On-Premise Deployments
    • Pre-installation Requirements
      • Install a Purchased SSL/TLS Certificate
      • Configure Your HashiCorp Vault
    • On Premise to On Premise Upgrade Procedures
    • On Premise to On Premise In-place Upgrade Procedures
    • On Premise to Hosted Upgrade Procedures
    • Hosted to On Premise Upgrade Procedures
  • Administration
    • Database Cleanup Procedure
    • Backup and Restore Procedure
    • Receiving and Decrypting Cloud Backup Data
    • LDAP Integration
      • Using the LDAP Checker Tool
    • Illumina Connected Software Platform Integration
    • Clarity LIMS Log Files
    • Customize the Term Used for Projects
    • Enforcing Unique Sample Names Within a Project
    • Container Name Uniqueness
    • Configure Electronic Signatures
    • Creating Enrypted Passwords
    • Config Slicer Tool
      • Managing Configurations with Config Slicer
      • Upgrading a configuration package/manifest file for compatibility with Config Slicer v3.0.x
      • Config Slicer Use Cases
      • Troubleshooting Config Slicer
    • Audit Trail
      • Enabling, Validating and Disabling Audit Trail
    • System Settings
    • Automation Worker Nodes
      • Troubleshooting Automation Worker
  • Clarity LIMS v6.3 Reference Guide
    • Dashboards
      • Overview Dashboard
      • Projects Dashboard
    • Projects and Samples
      • Projects
      • Samples Accessioning
        • Sample List for Batch Import
        • Guidelines and Tips for Batch Sample Import
      • Assign and Process Samples
    • Lab View
      • Requeue and Rework Samples
      • Storing Sample Aliquots for Later Use
      • Modifying Completed Step Details
      • Alert Notifications
    • Configuration
      • Lab Work
        • Steps and Master Steps
          • Step Milestones
          • Derived Sample Naming Convention Tokens
        • Protocols
        • Workflows
      • Consumables
        • Reagents
          • Reagent Kit Lot Manifest for Batch Import
        • Controls
        • Instruments
        • Labels
        • Containers
      • Custom Fields
      • User Management
        • Manage User Access
        • User Roles
        • Configured Role-Based Permissions
        • User and Profile Page
      • Automations
        • Automation Trigger Configuration
        • Copy Custom Fields from Step Input to Output
        • Template Files Associated With Automations
    • Automated Quality Control
      • Configure a QC System
    • Search
      • Basic Search
      • Advanced Search
    • Genealogy View
    • System Performance
      • Queue Performance and Usability
      • Demultiplexing API Endpoint Performance
    • Terms and Definitions
  • LabLink v2.5 Reference Guide
    • Project
      • Email Notifications for Notes
    • Resource Materials & Contact Us
    • Users
    • Configuration
    • Publishing Files and Progress
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  1. Clarity LIMS v6.3 Reference Guide
  2. Configuration
  3. Automations

Automation Trigger Configuration

PreviousAutomationsNextCopy Custom Fields from Step Input to Output

Last updated 9 months ago

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Automations (formerly referred to as EPP triggers or automation actions) allow lab scientists to invoke scripts as part of their workflow. These scripts must successfully complete for the lab scientist to proceed to the next step of the workflow.

EPP automation/support is compatible with API v2 r21 and above.

The API documentation includes the terms External Program Integration Plug-in (EPP) and EPP node.

As of BaseSpace Clarity LIMS v5.0, these terms are deprecated. The term EPP has been replaced with automation. EPP node is referred to as the Automation Worker or Automation Worker node. These components are used to trigger and run scripts, typically after lab activities are recorded in the LIMS.

Automations have various uses, including the following:

  • Workflow enforcement—Makes sure that samples only enter valid protocol steps.

  • Business logic enforcement—Validates that samples are approved by accounting before work is done on them. This automation can also make sure that selected samples are worked on together.

  • Automatic file generation—Automates the creation of driver files, sample sheets, or other files specific to your protocol and instrumentation.

  • Notification—Notifies external systems of lab progress. For example, you can notify Accounting of completed projects so that they can then bill for services rendered.

Configuration

You can enable automations on master steps in two configuration areas of Clarity LIMS:

  • On the Automations tab, when adding or configuring an automation. For more information, see .

  • On the Lab Work tab, on the master step configuration form. For more information, see .

After it is enabled on a master step, the automation becomes available for use on all steps derived from that master step.

You can configure the automation trigger on the master step, or on the steps derived from that master step.

Script Messages

Progress Message

While executing a script, if more than one script would be triggered for a single user action, they are reported in sequence. This reporting continues until all scripts complete, or one of them fails.

An example scenario would be a step that is configured to execute the following:

  • One script upon exit of the Placement screen.

  • A second script upon entry of the Record Details screen.

In this scenario, when the lab scientist advances their protocol step from the Placement screen to the Record Details screen, the scripts are executed in sequence.

The parameter string/automation name configured on the master step is displayed in a progress message. You can use this feature by giving your parameter strings/automations meaningful names that provide you with context about what the script is doing. The following is an example of a progress message.

You cannot proceed until the script completes successfully.

Non-Responsive Scripts Message

You can request to cancel a script that is not responsive. While canceling abandons the monitoring of script execution, it does not stop the execution of the script.

After canceling a script, follow up with the Clarity LIMS administrator to determine if the AI node/automation worker must be restarted.

Non-Blocking Success and Warning Message

The scientific programmers in your facility can provide you with a message upon successful execution of a script. There are two possible non-fatal messages: OK and WARNING. These messages can be set using the step program status REST API endpoint.

Message boxes display the script name, followed by a message that is set by the script using the step program status REST API endpoint. Line breaks are permitted in the custom message. The following is an example of a success message:

After you select OK, you are permitted to proceed in the workflow.

Blocking Script Failure Message

When a script fails, a message box displays. There are two ways to produce fatal messages:

  • By using the step program status REST API endpoint (informing FAILURE as the status)

  • By generating output to the console and returning a non-zero exit code

For example, when beginning a step, if the script does not allow you to work on the samples together in Ice Bucket, the samples will be returned to Ice Bucket after acknowledging the error message. In this case, the step is prevented from being tracked. The following is an example of a failure message:

If you attempt to advance a step from the Pooling screen, but an error is detected, the error state prevents you from continuing. The following is an example of this type of message:

After you select OK, you are prevented from proceeding in the workflow. Instead, you must return to the Pooling screen and address the problem before proceeding.

Add and Configure Automations
Add and Configure Master Steps and Steps