Pulse Check templates can be sent out using Quick Workflows (QWFs). This is most useful for getting targeted information from an employee after a date has passed or some assignment information has changed in the system, such as a service order status. Using this QWF, merge codes are supported throughout the Pulse Check template definition and are populated using the User Report defined in the QWF.
Below is an example of a Pulse Check Template where merge tags can be used. Once the QWF is linked to the pulse check, it appears in the Pulse Check Reference section on the Pulse Check Template screen.
To configure the Quick Workflow to send a Pulse Check to the Mobile Employee Experience, select the Automation tab on the Quick Workflow Details screen.
To use the feature, populate the fields as follows:
Process: Select <Send Pulse Check to Employee> from the drop down list
Pulse Check Template: Select the template from the drop down list. Prior to configuring the QWF, the pulse check template should be created either at a company or system level and the template should be set to active. Note: A warning is displayed when the QWF is linked to an inactive Pulse Check template.
If the selected Pulse Check template uses merge tags, select the user report from the User Report for Merging drop down list. This field is found in the Merge Options section on the Quick Workflow Details screen.
Click
When the QWF is triggered and conditions are met, the Pulse Check appears as a task in the Tasks Area in the Mobile Employee Experience assignment home page. In addition to a pulse check task item, pulse checks can be configured to appear in the Announcement area with an image, icon and text.
Things to Note
When Pulse Check Templates are set to inactive, templates will not be sent by a QWF even if configured to do so
When using fields from a User Report, create the merge code by prefacing the field’s Column Caption with EQ_ and typing the Column Caption exactly how it displays in the User Report. For example, if the Column Caption is “Create Date”, the merge code would be “&EQ_Create_Date”. If the Column Caption is “DESCRIPTION’, the merge code would be “EQ_DESCRIPTION”. Fields that support merge codes on the Pulse Check Templates screens are:
Display Name
Introduction Message
Closing Message
Question Text
When using automation like ‘Creates a Pulse Check and sends it to the Employee’ in a QWF or other automations where you can use Merge Tags, the user report in the Merge Options section of the QWF must be selected first before you select the Email Template.
Select user report under Merge Options in the QWF and click
Then select the Email Template
When you select the user report under Merge Options first, the automation correctly merges details from the QWF user report and the Expanded Employee data source
When an Email Template is selected in the QWF, the email will use the user report from email template and the Expanded Employee merge data source for merging