Workflow Behaviors
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
Behavior Types
(Note: some Behaviors apply only to specific Workflow Types)
Behavior Name | Function / Notes | Supported Triggers | Supported Workflows |
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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. |
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Call External API | Calls an external API and stores the result in a specified Attribute |
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Issue or Replace Credly Badge | Issues a digital badge through the Credly Acclaim platform. |
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Perform a Bulk Activity Action | Triggers the processing of a specified Workflow Action for all matching Activities on a Learning Plan |
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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. |
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Send a Group Email | Sends an email to a group of individuals with a specific Role. |
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Send Email to Assignee | Sends 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. |
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Send Email to Email Address | Sends an email to a recipient specified by an Email Address attribute. |
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Send Email to Member | Sends an email to either the Workflow Owner or to a member specified in a Member attribute. |
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Send Exam Eligibility to Pearson VUE | Sends an "Authorization to Test" notification to Pearson VUE, which establishes a candidate record and allows the member to schedule their exam. |
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Send Exam Eligibility to Prometric GEE | Sends an "Authorization to Test" notification to Prometric's Generic Eligibility Engine, which establishes a candidate record and allows the member to schedule their exam. |
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Send Exam Eligibility to PSI Atlas | Sends an "Authorization to Test" notification to PSI's "Atlas" system, which establishes a candidate record and allows the member to schedule their exam. |
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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. |
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Update Address Attribute From Profile Address | Updates an Address Attribute, populating it from a specified Profile Address. |
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Update Cycle and Reporting Dates for Learning Plan Instance | Updates the Cycle and Reporting Dates on a Learning Plan Instance |
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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. |
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Update Owner Profile | Updates properties of an underlying Member , setting them from specific attributes on a Member Role |
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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. |
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Update Workflow Instance Attribute | Updates a specified Attribute on the Workflow's "Write-To" entity |
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Workflow Step Action | Performs a Workflow Action as if a user had clicked the button (including executing any Behaviors attached to that Action) |
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Send Exam Eligibility to Prolydian | Sends an "Authorization to Test" notification to Prolydian's system, which establishes a candidate record and allows the member to schedule their exam. |
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Send to Learning Hub | Publishes a Workflow's data to the Learning Hub |
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