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You may want one activity to trigger another. For example, an admissions recruiter calls an applicant who doesn’t answer. When the recruiter indicates there’s no answer, you want Campus Cafe to automatically place another another activity to remind them to call the applicant in three days. You can do this through queue results.
Required permissions
Module | Number | Description |
|---|---|---|
Activity Tracking Template Access |
| The permission group of the individual updating the activity must have access to the activity tracking member template |
Global | 890 | Update someone’s activity to trigger queue result |
Global | 928, 957, 1080, 1238 | Create queue result |
Prerequisites
Provide people triggering the queue results with access to the initial activity tracking member.
Create the initial activity tracking template that will spur a follow-up.
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Go to All Users > Queue Results.
In Member select the Activity Tracking Member to associate with the queue result
In Result Name enter the name of the queue result.
Click Add.
Description: Wording that appears in the reminder box on the activity when assigned.
Days Out: (Optional) The due date for the workflow or activity tracking template assigned will be the day it is assigned plus the number in this box.
Next Work Flow: The workflow to trigger when the queue result is selected. Used instead of Next Template.
Next Template: The activity tracking template to trigger when the queue result is selected. Used instead of Next Work Flow. Templates are available to select the day following their creation. If you just created a template, you’ll need to wait until tomorrow to select it.
Assign to Same: Check to assign the triggered workflow or activity to the same user associated with the original activity. Use instead of Assign To Other.
Assign To Other: Choose a user to assign the triggered workflow or activity to. Use instead of Assign to Same.
Change Progress Code: (Optional) The individual associated with the triggered workflow or activity will have his or her admissions progress code changed to the specified value.
Click Save.
Go to Admin > Refresh Data Cache.
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