Question

Photo of One Life Christian Church

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Notification when someone does assessment

5

Is there a way to be notified when someone finishes an assessment? 

  • Photo of Michael Allen

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    Scott,

    When a workflow trigger fires, it will start the workflow you have specified and pass it the entity that triggered it. In this case, we get the Assessment as the Entity.

    In order to do anything useful in your workflow, you will want to pull data out of that entity. You do this with `Attribute Set from Entity` actions. For example, to get the Assessment status you would put `{{ Entity.Status }}` in the `Attribute Set from Entity` Action. You can have as many of these actions as you need to pull the data you care about from the Entity.

    The Model Map (`Power Tools > Model Map`) is your friend for figuring out what kind of Lava you will need to pull the data you care about.

    In this case, we selected a Qualifier Column because we don't want to be notified any time an Assessment is saved, only when it is completed. By setting it to only fire when `Status` changes to `Completed` we filter out any other type of changes.

    Here is a sample workflow that will send an email any time someone finishes an assessment. (You can load this from `Power Tools > Workflow Import/Export`. Be sure to update the `Notification Recipient` attribute to be the person that you would like to receive these notifications.) 

    Here is what your trigger would look like for the above workflow:

    Screen Shot 2019-08-17 at 15.51.54.png

  • Photo of Michael Allen

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    There may be an easier way that I missed, but you can do it with a Workflow Trigger. 

    You could make a post-save trigger on the Assessment entity with a qualifier column of 'CompletedDateTime'. That should cause your notification workflow to fire any time a new Assessment is completed. 

  • Photo of One Life Christian Church

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    Wonderful Thank you.  Could you give me some insight on how to bring over the info about the person who took the assessment and the assessment that they finished.  I'm sorry to ask this it's because I'm still having a difficult time understanding how the workflow triggers work (even after reading the manual)

  • Photo of One Life Christian Church

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    This is wonderful thank you so much!  I’m going to spend some time working with this.  The only issue is the link is not working.  Could you try to reattach the file?

  • Photo of Michael Allen

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    Here is a updated link to the file: Assessment_Notification_Workflow.json