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All about event types (automations)

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated today

Introduction

When creating new automations, we are faced by many, many different types of event types, many, many different potential conditions, and again, many, many different actions to choose from.

In this help article, we will look at all the event types of automations


What are event types?

Every automation begins with an event type. The event is the trigger that tells the platform when to check if the automation should run.

You can think of an event as the starting signal:

  • Sometimes it is scheduled, such as a periodic check every hour.

  • Sometimes it is triggered by a learner, such as completing an activity.

  • Sometimes it is triggered by the system, such as when a user is added to a group.

Without an event type, an automation will never run, because the system does not know when to act.

Important to note:

  • The selected event triggers every time the occurrence takes place.

  • For example, if you choose Activity is completed as the event, the platform will trigger the automation every time any user completes an activity.

  • This does not mean the actions will always be executed, that depends on whether the conditions are met.

Overview of event types

Event type

Trigger moment

Example use case

Check periodically

The platform checks every hour if conditions are met

Unlock Module 1 for Belgium group during the first 7 days after contract start date

Goal is completed

When a learner completes a goal

Move learners into the “Goal achieved” group

Programme is completed

When a learner completes a programme

Unlock a certificate or assign a follow-up programme

Journey/section is completed

When a learner completes a journey or a section

Unlock the next journey in a learning path

Activity is completed

When a learner completes an activity

Unlock the next activity in a sequence

Activity is ready for grading

When a learner submits an activity that requires grading

Notify the manager to review the submission

Activity is graded

When a manager grades a learner’s activity

Notify the learner with their results

Activity is reset

When an activity is reset

Unlock the activity again so the learner can retry

User is added to group

When a learner is added to a specific group (if ECA group membership is enabled)

Unlock onboarding content when a user is added to the “New starters” group

User is removed from group

When a learner is removed from a group (if ECA group membership is enabled)

Lock access to content when a learner leaves the “Managers” group

Webhook event

When an external app pushes data into the platform

Add a user to a group when data from HR system is received

Important:

For the event type: check periodically:

  • DO

    • You can use this condition to unlock content between a certain time frame, or for users who are in certain groups.

  • DON'T:

    • Do not use this event if something needs to happen straight after the user does something, such as granting a badge after the user completes a activity. In this case there might be a delay between the user trigger and the action.


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