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8. Maker Course - Add Match Conditions Trigger and Send Notification Action

Video Walkthrough

Follow Along:

Add a Matched Conditions Trigger for the Out of Stock Flow

  1. In the module builder, select the add block button, add_block.png, below the existing triggers, then select Match Conditions. A Match Conditions trigger is added and the Match Conditions panel displays.

  2. In the Match Conditions panel, rename the trigger to "Out of Stock - Notify Requestor".

  3. In the Activate Trigger When conditions group, configure the trigger to run when Status is Equal to Order Cancelled.

Add a Send Notification Action to Match Conditions Trigger

  1. After the newly created Match Conditions trigger, select the add block button, add_block.png. The Action Block panel displays.

  2. In the People Coordination section, select the Send Notification action. The Send Notification panel displays.

  3. In the Send Notification panel, rename the action to "Notify Requestor".

  4. In the Who should Tonkean module ask? section, select Person > Email from field.

  5. Select the Email from field dropdown, select the insert field button, insert_field.png, then select the Creator Email field.

  6. Select the Communication Source dropdown and select Email.

  7. Enter the following Email Subject: "Order out of Stock".

  8. In Content of the email:, enter the following message, using the insert field button, insert_field.png, to include fields from your module to replace the placeholders:

    "Hi {Creator Name},

    The order you placed for a {Plushy Type} is currently out of stock. We apologize for any inconvenience!"

Add a Matched Conditions Trigger for the In Stock Flow

  1. In the module builder, select the add block button, add_block.png, below the existing triggers, then select Match Conditions. A Match Conditions trigger is added and the Match Conditions panel displays.

  2. In the Match Conditions panel, rename the trigger to "In Stock - Order Fulfillment".

  3. In the Activate Trigger When conditions group, configure the trigger to run when Status is Equal to Order Fulfillment.

Set Status to Shipped for In Stock Flow

  1. In the module builder toolbar, select the Statuses button. The Statuses panel displays.

  2. Select + Add Status to add a new status and rename it "Order Shipped".

  3. Update the "Order Shipped" status type to Done.

  4. Delete the default "Done" status as it won't be used.

Add Ask a Question Action for In Stock Flow

  1. After the In Stock - Order Fulfillment Match Conditions trigger, select the add block button, add_block.png. The Action Block panel displays.

  2. In the Action Block panel, select the Ask a Question action. The Ask a Question panel displays.

  3. In the Ask a Question panel, rename the action to "Notify Requestor - Order Shipped".

  4. In the Who should Tonkean module ask? section, select Person > Email from field.

  5. Select the Email from field dropdown, select the insert field button, insert_field.png, then select the Creator Email field.

  6. Select the Communication Source dropdown and select Email.

  7. Enter the following Email Subject: "Your order has shipped!".

  8. In Content of the email:, enter the following message, using the insert field button, insert_field.png, to include fields from your module to replace the placeholders:

    "Hi, {Creator Name},

    Your order for a {Plushy Type} has shipped - expect to receive your order in 5-7 business days."

Add Button to Ask a Question Action Email

  1. After the Notify Requestor Order Shipped action, select the add block button, add_block.png. The option to Add Button or Add New Logic displays.

  2. Select Add Button. The Module Button panel displays.

  3. In the Module Button panel, rename the button to "View Order".

  4. In Action Type: End Sequence, select Redirect to interface.

  5. In the interface dropdown, select Request Details.

Update Status for Order Shipped Flow and Add Step to Request Tracker Interface

  1. In the module builder, locate the Notify Requestor Order Shipped (Ask a Question) action, and select the Change Status button on the action block. The action Update Status panel displays.

  2. Select the Update Item Status To dropdown and select Order Shipped.

  3. In the module builder toolbar, select the Interfaces button. The Interfaces panel displays.

  4. Select the Request Details interface you created in the previous section. The interface builder displays.

  5. Select the existing Status Progress Bar widget. The Status Progress Bar configuration panel displays.

  6. Scroll down to the field list, locate the Order Shipped field, and select the corresponding checkbox to display this field in the widget.

Test the New Logic

  1. In the module builder, locate the Intake Interface Accessed trigger and select the Open Interface button, open_interface.png, to open and test the intake sequence.

  2. Test out both the out-of-stock and in-stock options. Note that in both flows, you should receive a notification email, but the in-stock option should give you the option to view the request tracker interface.

You've created workflows for when the plushy is in stock and out of stock, including notifications for the user and updated statuses in the requester tracker interface. Next, we'll view the module run history and learn how to test the module as a whole.

Next Step:

9. Maker Course - View Module History and Test Workflow