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Tip!
You can use the Is Session Candidate rule to dictate whether Delegates on sessional courses should trigger the workflow or not, as per below:
Is Session Candidate Equals No = This means the workflow will only trigger for Delegates on a head course or a non-sessional course.
Is Session Candidate Equals Yes = This means the workflow will only trigger for Delegates on a child session.
Further to this, when using the Course Date / Class Course / Web Course Modules, you can use the rule Is Sessional to dictate whether the Workflow should trigger for Parent (Head) Courses, or Child Courses and Standalone Courses.
Is Sessional Equal to Yes = This means the Workflow will only trigger for Courses that are marked as 'Sessional' (i.e. head courses)
Is Sessional Equal to No = This means the Workflow will only trigger for Courses that are Child Courses of a Sessional Course, or Standalone Courses.
For differentiating between Child Courses / Standalone Courses, the inclusion of the Parent Course ID rule will allow you to do this.
Parent Course ID is empty = This means the workflow will only trigger for standalone courses
Parent Course ID is not empty = This means the workflow will only trigger for child courses of a head/parent session.
Module | Used For | Standard Recipients Available | Example Workflow Rules Available | Action Trigger Dates Available in Workflows | Key Fields Available |
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Course Date | Communicating Course Information i.e. Course Date Statistics |
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Course Date Booking | Communicating Booking Information i.e. Booking Confirmations |
| Rules are not often used with this module |
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Invoice | Communicating Invoice Information i.e. Invoice Overdue |
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Password Reset Request | Sending out reset password links when requested by users |
| If one language and one workflow, no rules are needed If multiple languages are needed, multiple workflows are required and you will need to add the following rule:
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Placeholder | Communicating Placeholder Information i.e. Cancelled Placeholder |
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User Award | Communicating User Award Information i.e. Award is due to Expire, Target Date is approaching |
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User Course Date | Communicating Generic Delegate and Trainer Information i.e. Delegate Confirmation, Certification, Cancellation |
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User Course Date Class | Communicating Classroom |
BasedDelegate and |
TrainerInformation i.e. Joining Instructions, Course Date Reminder |
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User Course Date Documents | Communicating Document Based Delegate Information i.e. How to access your document |
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User Course Date eLearning | Communicating eLearning Based Delegate Information i.e. How to access your eLearning |
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User Course Date Web | Communicating Web |
BasedDelegate and |
TrainerInformation i.e. Joining Instructions, Course Date Reminder |
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User Role | Communicating when a user's roles have changed i.e. A user has been assigned the Training Administrator role | You need to enter an email address to be a recipient of UserRoles emails |
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