Available Workflow Actions
When adding an Action to a Condition segment, an admin may select one or more from the following lists:
Certification Actions
Award a Certification - this awards a Certification from your Certification Programs; you may use the Program's default award status, or overwrite with a specific certification duration.
Recertify a Certification - Recertifies a Certification the User already holds, and set the Certification's expiration date. When using both a recertification action and award certification action within the same workflow, always place the recertification action first in order to prevent instantly recertifying the certification that is awarded.
Suspend a Certification - Suspend a User's Certification.
Revoke a Certification - Revokes a User's Certification.
Checklist Actions
Complete Checklist - Complete all items for the user in the selected checklist and mark the checklist as complete. If the user has already completed the selected checklist, no action will be taken.
Complete Checklist Item - Complete the selected checklist item for the user. If the user has already completed the selected checklist item, no action will be taken.
Reset Checklist - Reset a user's checklist, completely resetting their progress and unchecking any previously checked items.
Course Actions
Enroll User in Course - Enrolls a user into the selected course (or all courses in the selected course group) for the duration specified. If the user is already enrolled in a course, or is enrolled but expired, their course start/expire dates will be updated.
Disenroll User from Course - Disenrolls a user from the selected course (or all courses in the selected course group).
Reset User in Course - Resets (and disenrolls) a user in the selected course (or all courses in the selected course group), making it like the user never attempted the course.
Extend User Access to Course - Extends the user's expiration (access) date in the selected course (or all courses in the selected course group) by the duration specified.
Gamification Actions
Award a Badge - Awards a the selected badge to the user. Note that the Badge needs to have its settings enabled to be awardable via automations to be listed here.
Award Achievement Points - Awards one or more achievement points to a user.
Learning Path Actions
Enroll User in Learning Path - Enrolls a User into the selected Learning Path
Disenroll User From Learning Path - Disenrolls a User from the selected Learning Path.
Reset User in Learning Path - Resets/Restarts a User in the selected Learning Path.
Organization Actions
Add User to Organization - Adds a user to the selected branch/organization.
Remove User from Organization - Removes a user to the selected branch/organization.
Social/Communication Actions
Post to UserConnect - Posts a message to the user's userConnect wall.
Send Email Message - Send an email to the admin, the user, or the user's manager.
Send Internal Message - Send an message using the internal messaging system to the admin, the user, or the user's manager.
Send Text Message - Send a text message to the admin, the user, or the user's manager.
User Actions
Activate Account - Activates a user's account, setting their system start date to the current date, and their system expiration date to the selected value.
Update Custom Field - Updates one of a user's custom fields.
Update Localization - Updates the user's localization.
Set System Expiration - Updates the user's system expiration date.
Extend System Expiration - Extends the user's system expiration date.
Update System Variable - Updates one of a user's system tracking variables.
Usergroup Actions
Add User to Usergroup - Adds a user to the selected usergroup.
Remove User from Usergroup - Removes a user from the selected usergroup.
Workflow Actions
Queue a Workflow - Queue another (or the same) workflow to execute after a specified number of days. Note that the selected workflow will be added to the automations queue when this workflow runs and will be eligible to execute after the selected number of days. Please note that this does not guarantee that the queued workflow will run exactly after the selected number of days. Depending on the number of workflows currently in the queue once the selected workflow is eligible to run, this workflow may execute immediately or may need to wait for other queued workflows to execute first.
Set/Update Local Variable - Sets and/or updates a local workflow variable. This is used for advanced logic in your Workflows, and supports date math and the ability to perform simple math if the variable data is numeric.
Unset Local Variable - Unsets a local workflow variable. Local variables are only available during the current execution of a workflow and do not persist once a workflow has completed execution.
Stop Workflow - Immediately stop execution of this workflow.
When adding an Action to a Condition segment, an admin may select one or more from the following lists:
Certification Actions
Award a Certification - this awards a Certification from your Certification Programs; you may use the Program's default award status, or overwrite with a specific certification duration.
Recertify a Certification - Recertifies a Certification the User already holds, and set the Certification's expiration date. When using both a recertification action and award certification action within the same workflow, always place the recertification action first in order to prevent instantly recertifying the certification that is awarded.
Suspend a Certification - Suspend a User's Certification.
Revoke a Certification - Revokes a User's Certification.
Checklist Actions
Complete Checklist - Complete all items for the user in the selected checklist and mark the checklist as complete. If the user has already completed the selected checklist, no action will be taken.
Complete Checklist Item - Complete the selected checklist item for the user. If the user has already completed the selected checklist item, no action will be taken.
Reset Checklist - Reset a user's checklist, completely resetting their progress and unchecking any previously checked items.
Course Actions
Enroll User in Course - Enrolls a user into the selected course (or all courses in the selected course group) for the duration specified. If the user is already enrolled in a course, or is enrolled but expired, their course start/expire dates will be updated.
Disenroll User from Course - Disenrolls a user from the selected course (or all courses in the selected course group).
Reset User in Course - Resets (and disenrolls) a user in the selected course (or all courses in the selected course group), making it like the user never attempted the course.
Extend User Access to Course - Extends the user's expiration (access) date in the selected course (or all courses in the selected course group) by the duration specified.
Gamification Actions
Award a Badge - Awards a the selected badge to the user. Note that the Badge needs to have its settings enabled to be awardable via automations to be listed here.
Award Achievement Points - Awards one or more achievement points to a user.
Learning Path Actions
Enroll User in Learning Path - Enrolls a User into the selected Learning Path
Disenroll User From Learning Path - Disenrolls a User from the selected Learning Path.
Reset User in Learning Path - Resets/Restarts a User in the selected Learning Path.
Organization Actions
Add User to Organization - Adds a user to the selected branch/organization.
Remove User from Organization - Removes a user to the selected branch/organization.
Social/Communication Actions
Post to UserConnect - Posts a message to the user's userConnect wall.
Send Email Message - Send an email to the admin, the user, or the user's manager.
Send Internal Message - Send an message using the internal messaging system to the admin, the user, or the user's manager.
Send Text Message - Send a text message to the admin, the user, or the user's manager.
User Actions
Activate Account - Activates a user's account, setting their system start date to the current date, and their system expiration date to the selected value.
Update Custom Field - Updates one of a user's custom fields.
Update Localization - Updates the user's localization.
Set System Expiration - Updates the user's system expiration date.
Extend System Expiration - Extends the user's system expiration date.
Update System Variable - Updates one of a user's system tracking variables.
Usergroup Actions
Add User to Usergroup - Adds a user to the selected usergroup.
Remove User from Usergroup - Removes a user from the selected usergroup.
Workflow Actions
Queue a Workflow - Queue another (or the same) workflow to execute after a specified number of days. Note that the selected workflow will be added to the automations queue when this workflow runs and will be eligible to execute after the selected number of days. Please note that this does not guarantee that the queued workflow will run exactly after the selected number of days. Depending on the number of workflows currently in the queue once the selected workflow is eligible to run, this workflow may execute immediately or may need to wait for other queued workflows to execute first.
Set/Update Local Variable - Sets and/or updates a local workflow variable. This is used for advanced logic in your Workflows, and supports date math and the ability to perform simple math if the variable data is numeric.
Unset Local Variable - Unsets a local workflow variable. Local variables are only available during the current execution of a workflow and do not persist once a workflow has completed execution.
Stop Workflow - Immediately stop execution of this workflow.