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Creating Triggers

Make Courses and/or Certifications available only when certain conditions are met

Ania Kwak avatar
Written by Ania Kwak
Updated over 3 years ago

Ready to take a learner's learning to the next level with Triggers? Let's get started!

Head to /admin and:

  • SELECT "Automate" in the main menu

  • SELECT "Triggers" in the submenu

  • SELECT the blue circle (upper right) with the "+" sign

Menu bar Automate/Triggers and "+" button highlighted

Set Your Trigger Details

- Title -

  • summarizes what the Trigger will do

- This occurs when -

Depending on the Trigger selection, more information may be required on this page. Fill out as needed, then:

CHOOSE "Next"
-or-
SELECT "Eligibility" on the right

Eligibility

- Search and add required groups -

To have the Trigger affect all learners, leave this field empty! If you instead wish to choose the Group(s) a learner must be part of for the Trigger to occur:

  • SELECT the "+" sign beside the Group names

- User must belong to all of these groups -

The Group(s) a single learner must be a part of will be listed here. To remove unwanted Groups:

  •  SELECT the "-" sign beside their names

When two or more groups are included

When a Trigger includes two or more Groups, learners must be part of all specified Groups for the Trigger to kick in! If you want learners from different Groups to have the same Trigger action, you'll need to make a separate Trigger for each individual Group.

For example, when a single Trigger specifies both Groups "A" and "B":

  • learners who are only part of Group "A" will NOT experience the Trigger

  • learners who are only part of Group "B" will NOT experience the Trigger

  • learners who are part of both Group "A" and "B" WILL experience the Trigger

CHOOSE "Next"
-or-
SELECT "Course Assignment" on the right

Course Library

Choose Course(s) that will become available when the conditions of the Trigger are met:

  • FIND Courses using the search bar

  • SELECT the "+" sign beside their name

- On Trigger, Assign course to Learners -

All Courses that will be unlocked and added to the learner's library are listed here. To remove Courses that shouldn't be in the list:

  • SELECT the "-" sign beside their name

CHOOSE "Next"
-or-
SELECT "Certification Assignment" on the right

Certification Library

Choose the Certification(s) that will be awarded when the Trigger conditions are met:

  • FIND Certifications

  • SELECT the "+" sign beside their name

- On Trigger, Assign certification to Learners -

All Certifications that will be triggered are listed here. To remove Certifications that shouldn't be in the list:

  • CLICK the "-" sign beside their name

Don't want to assign a Certification with this Trigger? Leave it blank.

- Days to Complete -

Leave it at zero to grant unlimited time, or specify a finite number of days the learner has to meet Trigger requirements.

CHOOSE "Save."

Enable Trigger

LEAVE AS-IS if you wish to tweak the Trigger some more
-or-
CHOOSE "Enable" (top-right) to confirm and finalize your work!

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