Community Settings >> Workflow >> Automation Builder
Automation Builder allows setting automatic vote or comment thresholds that routes ideas through a desired set of action without involving the moderators.
 
 Setting Up Automation Builder:

The Workflow Rule setup box shows up:

  1. Enter a Rule Name
  2. Select the Condition (Idea" or "Member) based on which the Workflow Rule would be set.
  3. Set the Actions which will trigger the workflow rule . Additional Actions can be specified by clicking on the Add Another Action button
  4. Slide the switch to On
  5. Click on Save button

Workflow Rules based on the condition "Idea":
 
Vote threshold - Enter the number of votes. The idea on reaching the specified number of votes would follow the behavior which has been set in the "Action"

Actions that can be triggered :

  1. Change Status
  2. Notify Members :- All members or Members assigned to specific Community Role

Comment count - Enter the number of comments an idea should receive , after which it follows the behavior which has been set in the "Action" .

Actions that can be triggered :

  1. Change Status
  2. Notify Members :- All members or Members assigned to specific Community Role

Owner Assign - Choose the "Action" that would be triggered on Assigning Owner.

Actions that can be triggered:

  1. Change Status
  2. Notify Members :- All members or Members assigned to specific Community Role

Idea Modify - Choose the "Action" that would be triggered on modification of the idea.

Actions that can be triggered:

  1. Change Status
  2. Notify Members :- All members or Members assigned to specific Community Role

Abuse threshold -Enter the number of times the idea has to be marked as "Abuse" . The idea on reaching the specified number would follow the behavior which has been set in the "Action"

Actions that can be triggered :

  1. Mark Abuse
  2. Change Status
  3. Notify Members: All members or Members assigned to specific Community Role

Duplicate threshold - Enter the number of times the idea has to be marked Duplicate. The idea on reaching the specified number would follow the behavior which has been set in the "Action"

Actions that can be triggered :

  1. Mark Duplicate
  2. Change Status
  3. Notify Members: All members or Members assigned to specific Community Role

Idea Submitted - .Choose the "Action" that would be triggered on Idea Submission.

Actions that can be triggered :

  1. Notify Author
  2. Notify Members :- All members or Members assigned to specific Community Role

Moderator Tag  - Using this automation first requires Predefined Moderator Tags enabled and listed in the Tag settings. Setting this rule will allow any idea with the specific tags to be moved to a stage as set up in the automation rule. Please note: that this Action will NOT move ideas retroactively on ideas already tagged.  The act of tagging an idea(s) will actually move the idea. Available for Moderator Tags only. 

  1. Enter a Rule Name.
  2. Select the Condition as Idea as those will be tagged with a moderator tag. (The moderator tags will appear as a list while we try to enter the tag)
  3. Choose the Action that would trigger the automation which will be Change Status from the Funnel assigned to From stage (stage name) to To Stage (designated stage name). 
  4. Enable the switch to ON
  5. Click on Save button.
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