Author:
Eunice Mendoza-Miller
Product Owner
[email protected]

Introduction
We’ve further enhanced the user experience by simplifying the Workflow creation process. We’ve created new Workflow items that eliminate unnecessary duplication and ensure that communication reaches the learner at the most appropriate time. All of which further push Learning Pool’s journey to the extraordinary!
Match Workflow Item
What it is
The “Match” Workflow item allows one value to be converted to another value based on set criteria without the need for multiple conditions. This is similar to the ”switch statement” programming concept.
Why we have done this
The “Match” Workflow item simplifies workflow configurations for Campaign Managers. For example, Campaign Managers can use this to send different notifications based on a set of criteria. Sending the same re-try notification to learners with “failed”, “partially failed”, and “overdue” courses previously required three different “Condition” Workflow items and potentially duplicated Workflows for each. “Match” is able to do this in one step.
This can also be used as an easier way to blacklist and prevent competitors from registering on your site by looking for your competitor’s domain as a criterion in “Match” and converting to “block”
“Match” can also check if a manager’s email exists whilst simultaneously setting a new value if it doesn’t, facilitating fail-safe communication.
How it works:
Prerequisites:
- None. This Workflow item is available to all Automation clients.
This Workflow item is best seen in action. Please head over to the Academy Documentation for a comprehensive step-by-step guide.
Loopback Workflow Item
What it is
The “Loopback” Workflow item enables Campaign Managers to return to a previous item in their Workflow for a predetermined number of iterations.
Why we have done this
The “Loopback” Workflow item eliminates the need for redundant Workflow subsets. It makes building Workflows more efficient by enabling Campaign Managers to repeat a subset of their Workflow structure without duplicating a Workflow item or a series of Workflow items.
For example, sending a weekly nudge email to complete a course previously required adding the same workflow subset for each 7-day increment in the “Delay” Workflow item. This is reduced to one workflow subset with the “Loopback” Workflow item.
This will also help with re-compliance by using a longer periodic delay and looping back to a previous “Enrol on learning experience” Workflow item.
How it works
Prerequisites:
- None. This Workflow item is available to all enterprise clients.
This Workflow item is best seen in action. Please head over to the Academy Documentation for a comprehensive step-by-step guide.
Wait Until Workflow Item
What it is
The “Wait Until” Workflow has been enhanced to accommodate period-based postponements.
Why we have done this
The “Wait Until” Workflow item enhancement solves the problem of unhandled occurrences by scheduling Workflow events based on a specific day of the week, month, or year.
For example, sending an email on a Monday following the enrollment previously requires Campaign Managers to keep track of the specific date they want the workflow to progress. The enhancement gives the option to select an occurrence periodically, alleviating the need to remember dates and reducing human-error. This is especially useful in preventing learners from being emailed or enrolled on weekends.
This enhancement also enables Campaign Managers to set recurring postponements when used together with the “Loopback” Workflow item, further solving unnecessary Workflow duplication.
How it works
Prerequisites:
- None. This Workflow item is available to all enterprise clients.
This Workflow item is best seen in action. Please head over to the Academy Documentation for a comprehensive step-by-step guide.
Bug Fixes
- Added “Exists” operator in the Condition Node. This evaluates if the variable exists. [LEAR-2588]
- Renamed Workflow item “Updates User” to “Update User” [LEAR-2599]
- The Workflow name is now clickable and visible even when the name is short. [LEAR-2523]
- Newly created users via the “Create User” Workflow item can now be enrolled in a Learning Experience via “Enrol on learning experience” Workflow item. Added password reset link on the “Create User” Workflow item. [LEAR-2597]
- Persona fields can now be passed as null to accommodate the format of xAPI statements being passed to Stream Automaton before the persona queue has ran. [AUTO-2395]
- Text on images are now displaying correctly in Outlook. [AUTO-2617]
- Delta are now displayed in the log object store and database. [AUTO-2611]
- Error messaging is now updated when the email has no sender. [AUTO-2612]
- Email addresses are now pulled from LMS via Id. [AUTO-2615]
- Number display outside of quotation marks in the JSON editor is now fixed. [AUTO-2614]
- Tasks sent to cron are now sent in batches to aid in load processing. [AUTO-1196]
- Credly integration set up is now fixed. [AUTO-1523]
- Require persona flag is now added to statement forwards when persona is being used within the statement criteria. [AUTO-1228]