Applies to Employee Training Management and Event Management.
In this article I will explain how to create your own workflow to send feedback notifications. I will use the “Confirm attendance” column as the trigger to send the notifications. I have set up a tutorial on how to create such a column. Of course you can also use other conditions and triggers, this is just an example.
If you use Employee Training Management you now need to deactivate the old feedback notifications from being sent, so that users do not receive 2 notifications. To do this go to the List Settings and click on the “Training” content type. You then need to hide the “Collect Feedback” column, by clicking on it and selecting “Hidden”. Make sure the default value of this column is set to No.
Now you have to create the workflow to send your own feedback notifications.
Add a workflow to the enrollment list which starts automatically when an item is created and add a “Wait for Field Change in Current Item” action.
The workflow will not trigger the following steps until someone changes the “Confirm Attendance” column to “Yes”.
Then add a “Send an email” action.
The following form will appear. Click on the button next to the “To” field.
Here you can select who to send the e-mail to. Select “Workflow Lookup for a User…”
Enter the information as below to define the users’ e-mail addresses.
Click on OK to save your changes. Then enter the text you would like to have in your e-mail. You can use the “Add or Change Lookup” button to include lookups to information from your training event.
The “Give feedback” link takes users to your feedback form. The link should be configured as follows.
In turn, the address should be formulated as follows by clicking on the button next to the respective field.
Now publish your workflow and when you change the “Confirm attendance” column of an enrollment to “Yes”, the enrolled user will receive an email notification with the link to a feedback form.
I hope you found this guide useful. If you have any problems or any other questions, please send an e-mail to support@sapiens.at or post a comment.
