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Preparing Your Platform for Workflow Automation

In order to easily get your automations up and running, there are a few things you should do before starting to make the process as easy as possible.

 

Setup for Course Passed/Failed Triggers

When using a trigger that is based on a course being passed or failed, ensure that the trigger course has a sample user in it that matches that criteria. For example, if you want to create a trigger that is based on someone Passing a course, make sure that the course has a user that has already been marked as Passed.

This is necessary because you will need a sample user's data to set up the following steps. When choosing a sample, you will be able to choose from the first three users in the course that have a matching status to the trigger condition, sorted by first name. With that in mind, it's recommended that you create a user with fake information, such as:

First Name: 000

Last Name: 000

Email: 000@mycompany.com

This will ensure that your sample user will always be one of the ones listed in the sample data list, shown below.

 

 

Testing Course/Learning Path/Group Enrollment Actions

When creating an action that will result in a user's enrollment, it's important to make sure that the user you chose as a sample is not already enrolled in the target Course/Learning Path/Group. This is the final check to ensure the action works and results in the user being enrolled in the target.

For example, if an action is created to enroll a user in Course A, the final test will result in an error message if the sample user you started with is already enrolled in Course A

If you receive an error message, check to see whether the sample user is already enrolled, and if they are, unenroll the user and try the test again.

 

 

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