Path: Community Settings >> Workflow >> Automation Builder
Automation Builder allows setting automatic vote or comment thresholds that routes ideas through a desired set of action without involving the moderators. This section is a part of Advanced settings.
Toggle the switch to Advanced from any part of the community settings to access the Automation Builder rules.
Setting Up Automation Builder:
Click on New Automation Rule button to start setting up an automation rule.
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Enter a Rule Name
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Select all or specific campaign.
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Select the Condition (Idea, Member) based on which the Workflow Rule would be set.
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Set the Actions which will trigger the workflow rule . Additional Actions can be specified by clicking on the Add Another Action button
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Slide the switch to On
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Click on Save button
Workflow Rules based on the condition "Idea"
Vote threshold - Enter the number of votes. The idea on reaching the specified number of votes would follow the behavior which has been set in the "Action"
Actions that can be triggered
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Change Stage
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Notify Group : Select specific Group or multiple group
Comment count - Enter the number of comments an idea should receive , after which it follows the behavior which has been set in the "Action" .
Actions that can be triggered :
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Change Stage
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Notify Group : Select specific Group or multiple group
Owner Assign - Choose the "Action" that would be triggered on Assigning Owner.
Actions that can be triggered:
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Change Stage
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Notify Group : Select specific Group or multiple group
Idea Modify - Choose the "Action" that would be triggered on modification of the idea.
Actions that can be triggered:
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Change Stage
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Notify Group : Select specific Group or multiple group
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Add Label: Select default or custom label
Abuse threshold -Enter the number of times the idea has to be marked as "Abuse" . The idea on reaching the specified number would follow the behavior which has been set in the "Action"
Actions that can be triggered :
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Mark Abuse
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Change Stage
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Notify Group: Select specific Group or multiple group
Duplicate threshold - Enter the number of times the idea has to be marked Duplicate. The idea on reaching the specified number would follow the behavior which has been set in the "Action"
Actions that can be triggered :
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Mark Duplicate
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Change Stage
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Notify Group: Select specific Group or multiple group
Idea Submitted - Choose the "Action" that would be triggered on Idea Submission.
Actions that can be triggered :
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Notify Author
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Notify Group : Select specific Group or multiple group
Moderator Tag
Using this automation first requires Predefined Moderator Tags enabled and listed in the Tag settings. Setting this rule will allow any idea with the specific tags to be moved to a stage as set up in the automation rule. Please note: that this Action will NOT move ideas retroactively on ideas already tagged. The act of tagging an idea(s) will actually move the idea. Available for Moderator Tags only.
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Enter a Rule Name.
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Select all or specific campaign.
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Select the Condition as Idea as those will be tagged with a moderator tag. (The moderator tags will appear as a list while we try to enter the tag)
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Choose the Action that would trigger the automation which will be Change Stage from the Funnel assigned to From stage (stage name) to To Stage (designated stage name).
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Enable the switch to ON
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Click on Save button.
Slack - This automation works with condition "Idea". Administrator can also select a specific campaign or all campaigns. The idea on reaching the set Vote threshold will notify all the users in the slack channel selected at the time of creating the automation rule.
Actions that can be triggered :
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Change Stage to Notify Slack.
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Notify Group :- Select the channel from the dropdown that needs to be notified.
Webhook: This automation will work for all the three condition we have which is Idea, Member and Campaign. Fill in the conditions and once the automation builder is saved you can easily create the parameters on which this automation needs to work.
You can now have multiple webhook action created for different method type.
