|Create an action template to be used by Coachview stamped and executed. In this article you will create the action template yourself. You can of course also use an example from our library.|
|Coachview can perform actions related to a course automatically. You decide what and when this should happen. To modify the action templates to use the automatic actions, rights are required on the Automatic workflow module. At least 1 user needs the module to automatically set and perform actions. Users who do not have the module cannot set an automatic action (templates), but they can view, edit and, if necessary, have the actions performed again.|
Send the invitation to the participant 2 weeks before the start of the training. But pay attention, only if the training continues.
Set up the action template:
|Click on the function group ‘Template’ and the ‘Action Template’ function.|
Click on the 'New' button in the search screen and fill in the following information.
|Name:||Participant invite [Education:Name] | [Person:NameFull]|
When the promotion is created, the name of the training and the participant will be placed in the name of the promotion.
|Process:||Select the option 'Send email' using the magnifying glass.|
|Event:||Select 'Participant has been added to the training'.|
|Document template:||Select the document template that provides the email with information and the correct layout.|
|Timing:||For example two weeks before the start of the training.|
|Time:||For example, enter 10:00 if you want the invite at 10 o'clock be sent in the morning. Do you enter no time? Then the mail is sent at night.|
|Create action:||Always. The promotion is stamped but is not yet visible because the conditions have not yet been met. If the conditions are met, the action will be visible and executed.|
|Conditions:||Education status = final.|
|Show action at:||Check the following options by default:|
|You add the action template to one or more training types.|