This tutorial will walk you through the entire setup of the ecosystem necessary to make use of the Behavior: BEH_CREATE_MEMBER_ROLES_FROM_ACTIVITY_INSTANCES.

Purpose

To re-cap, the essential idea of this behavior is to fulfill the need to use an Activity Instance on an organization’s Learning Plan Instance to collect information about member roles which we want to assign to the owner of the Learning Plan Instance. The behavior will be launched from a Complete Learning Plan workflow and will find any Activity Instances, of the desired Activity Type, on the current Learning Plan Instance, that are Completed Successfully. For each of these Activity Instances, it will add a Member Role of the defined type to the owner of the Learning Plan Instance.

Creating the Necessary Objects

As an ADMIN on the TRAINING database, first create a Create Activity Workflow and a Complete Activity Workflow:

1. Navigate to Admin → Activities
   
   

   Open

   

2. Click on third-level-nav “Activity Types”
   
   

   Open

   

3. Click “Add Activity Type”
   
   

4. Name it “Activity to Capture Member Role Information”
   
   

5. Save the new Activity Type

6. Navigate to Admin → Workflows
   
   

7. Click “Add Workflow”
   
   

8. Create the workflow for “Create Activity”
   
   

9. Add a new Data Entry Step
   
   

10. No default actions:
    
    

11. Add an action to the newly created step:
    
    

12. Make it a “Complete Successfully” action and change color from orange to green:
    
    

13. Should look like this:
    
    

14. Create a second workflow for “Complete Activity”
    
    

15. Add a single data entry step to the workflow:
    
    

16. We will be using this activity to capture information for a role for which there may be multiple instances, so we must provide a field to fill out as a Role Label. Click “Add Input Field”
    
    

17. Add a new Input Field:
    
    

18. And add a single “Complete Successfully” action to the workflow step.

19. It should look like this when you’re done:
    
    

20. On the workflow List page, Click “Disabled” in the status column next to the two new workflows you created.
    
    

21. Now return to Admin → Activities and click “Add Activity” and fill it out as follows:

22. Click “Complete Configuration”
    
    

23. Note the activity ID for the newly created activity:
    
    

24. Next, create a “Complete Learning Plan” workflow
    
    

25. At this time, we do not need to add any steps, but it might be wise to leave the workflow edit screen open on a tab, we intend to return to it.

26. On the workflow list page, “Enable” that workflow:
    
    

27. Now we need to configure some roles. Go to Admin → Roles. We are going to be adding two roles: (one has a status list, both are Organization member types)
    
    

     

28. Back on the Workflow List page (Admin → Workflows) choose the “Provider - Grant” workflow and “Provider - Edit” workflow and assign them to the new Roles you created:
    
    

     

29. Go to Admin → Roles → Permissions, and give “Organization With Branches” the Practitioner Area Access permission:
    
    

30. Now add a step and action to the Complete Learning Plan Workflow. The action will require adding a behavior:
    
    

31. Then edit the “Save” action to add a second behavior to it:
    
    

     

32. Now go to Admin → Credentials (Disciplines) and click “View List” in the Applications column next to American Society of Office Dogs (or any other discipline)
    
    

33. Choose “Add Application”
    
    

34. Configure it as follows:
    
    

35. Once you save, Scroll down and click “Add Group”
    
    

36. Rename “New Group” to “Branches to Add”
    
    

37. Click “Configure Search” and set the “Search Experience” use the Activity ID you noted above in step 23.
    
    

38. Click “Edit Group” and Make sure “Allow Practitioners to Add Activities” is checked
    
    

39. Click “Show Details”
    
    

40. Click “Publish”
    
    

41. Go to Admin → Members

42. Click “Add Member”

43. Configure as shown:
    
    

44. Configure the password to be something you remember

45. On their profile page, click “Become an Organization with Branches”
    
    

46. Choose a Unique ID and Click Grant Role
    
    

47. Log out of the Admin user, and log in as your new doggie barber user.

48. Click “My Cycle → Applications” and begin the “Collect Information About Branches” Application
    
    

     

49. Click “Add Activity”

     

50. And fill out your desired role label
    
    

    Click “Finished Providing Information”

51. Add as many more as you would like, each must have a unique label.

52. Then click “Create” in the top left corner and click “Finish Later”
    
    

     

53. Then click “My Account” in the far top left of the screen

54. And note the newly added Member Role: