Workflow Behaviors

Owned by Seth Petry-Johnson
Last updated: Mar 08, 2024
4 min read

Summary

Workflow Behaviors allow many different types of functionality to be attached to a Workflow Action button. They are often used to send notifications and trigger 3rd party integrations.

See also: http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=behaviors

Overview

Workflows provide a powerful way of describing a data collection and review process, but real-world implementations need to do much more than that to be useful. Workflow Behaviors allow those data entry forms to be extended in many different ways, such as:

  • Sending email notifications to alert people of a change in status
  • Triggering other Workflow Actions, to chain business events together
  • Updating data attributes of the current Workflow that were not present on the data entry form (usually used in conjunction with Template attributes or comparison rules to implement custom business rules)
  • Updating other Workflows, to implement business scenarios that cut across multiple people or applications
  • Triggering 3rd party integrations

Behaviors can be attached to these aspects of a Workflow:

  • Workflow Actions
  • Workflow Steps (for scheduled execution)
  • Workflow Completion Status (for execution when the Workflow reaches a terminal state with a specific status)


Behavior triggers

Behaviors can be "triggered" in multiple ways:

  • Workflow Action Trigger: Behaviors can be attached to specific Actions and are executed whenever the Action is performed (either through the UI or programatically)

  • Completion Status Trigger: Behaviors can be attached to the terminal states (either successful or unsuccessful) and are executed whenever the Workflow is moved into that state

  • Scheduled Interval Trigger: Behaviors can be attached to specific Workflow Steps and are executed on a recurring basis (daily, monthly, etc) by the nightly "Scheduled Task" automation

Conditional execution

As of 10.4, Behaviors can be conditionally executed based on a Comparison Rule. See Conditional Behaviors

Behavior Types

(Note: some Behaviors apply only to specific Workflow Types)

Behavior NameFunction / NotesSupported TriggersSupported Workflows
Add Member Role to Print Queue

Adds the "owning Member Role" (which is different for each Workflow type) to a Print Queue, so that one or more printed documents will be generated.

The target queue can be specified explicitly, or the queue name can be derived from a Workflow Attribute. The latter allows multiple credentials to share a Workflow, for instance, but have separate Print Queues for each credential.


  • Create Activity
  • Complete Activity
  • Complete Learning Plan
  • Grant / Edit Role
Call External APICalls an external API and stores the result in a specified Attribute
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Perform a Bulk Activity ActionTriggers the processing of a specified Workflow Action for all matching Activities on a Learning Plan
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Run Stored Procedure

Immediately executes a custom Stored Procedure. 

Note: the changes made by this procedure might not be immediately visible to other Behaviors that were triggered at the same time, depending on which entities are currently in memory.

  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send a Group EmailSends an email to a group of individuals with a specific Role.
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send Email to AssigneeSends an email to an Assignee using a Workflow Step Assignee template.  This email can contain a link for the Assignee to use to assess all assignments.
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send Email to Email AddressSends an email to a recipient specified by an Email Address attribute.
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send Email to MemberSends an email to either the Workflow Owner or to a member specified in a Member attribute.
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send Exam Eligibility to Pearson VUESends an "Authorization to Test" notification to Pearson VUE, which establishes a candidate record and allows the member to schedule their exam.
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Send Exam Eligibility to Prometric GEESends an "Authorization to Test" notification to Prometric's Generic Eligibility Engine, which establishes a candidate record and allows the member to schedule their exam.
  • Workflow Action
  • Completion Status

Send Exam Eligibility to PSI AtlasSends an "Authorization to Test" notification to PSI's "Atlas" system, which establishes a candidate record and allows the member to schedule their exam.
  • Workflow Action
  • Complete Activity
Send to Queue

Adds a custom message to a message queue for out-of-band processing. Commonly used to integrate with 3rd party APIs that do not have "first-class" support in LearningBuilder.

This is an advanced configuration feature and often requires custom programming in the /wiki/spaces/DOCS/pages/343113794 to process the messages. 

  • Workflow Action
  • Completion Status
  • Scheduled Interval

Update Address Attribute From Profile AddressUpdates an Address Attribute, populating it from a specified Profile Address.
  • Workflow Action
  • Completion Status
  • Scheduled Interval
  • Create Activity
  • Complete Activity
  • Complete Learning Plan
  • Grant / Edit Role
Update Cycle and Reporting Dates for Learning Plan InstanceUpdates the Cycle and Reporting Dates on a Learning Plan Instance
  • Workflow Action
  • Scheduled Interval
  • Complete Learning Plan
Update Member Role Attribute

Updates an attribute on one of the Workflow Owner's Member Roles. The specific Role to update is specified in the Behavior configuration. 

Note: this behavior does not support Multi-Instance Member Roles.

  • Workflow Action
  • Completion Status
  • Scheduled Interval

Update Owner ProfileUpdates properties of an underlying Member, setting them from specific attributes on a Member Role
  • Workflow Action
  • Completion Status
  • Scheduled Interval
  • Grant / Edit Role
Update Workflow Instance Status Can modify the Completion Status and Current Step properties of a Workflow Instance. Multiple Behaviors can be added to a Save action, each with different Conditional Behavior rules, to dynamically modify the Workflow status.
  • Workflow Action
  • Create Activity
  • Complete Activity
  • Complete Learning Plan
  • Grant / Edit Role
Update Workflow Instance AttributeUpdates a specified Attribute on the Workflow's "Write-To" entity
  • Workflow Action
  • Completion Status
  • Scheduled Interval

Workflow Step ActionPerforms a Workflow Action as if a user had clicked the button (including executing any Behaviors attached to that Action)
  • Scheduled Interval

Send Exam Eligibility to ProlydianSends an "Authorization to Test" notification to Prolydian's system, which establishes a candidate record and allows the member to schedule their exam.
  • Workflow Action
  • Complete Activity
/wiki/spaces/DOCS/pages/3807019009Publishes a Workflow's data to the Learning Hub
  • Workflow Action
  • Complete Activity