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This guide will cover:

  • What are triggers?
  • How do you add a trigger?

What are triggers?

You can add triggers in assessments / checklists on certain question types, to "trigger" an action to happen if the user selects the answer. Triggers in assessments include:

  • Show sections
    • When the user selects this answer, it will trigger to show your selected sections
    • Available for question type(s): Single selection
  • Show questions
    • When the user selects this answer, it will trigger to show your selected questions
    • Available for question type(s): Single selection
  • Assign pathway to learner
    • If the user selects this answer, it will trigger to assign your selected pathway to the learner of the assessment on sign off / submission of assessment
    • Available for question type(s): Single selection
  • Assign pathway to self
    • If the user selects this answer, it will trigger to assign your selected pathway to the person performing the assessment on sign off / submission of assessment (e.g. for a coaching checklist, it will assign the pathway to the coach)
    • Available for question type(s): Single selection
  • Schedule pathway
    • Schedule pathway based on a date selected in the assessment
    • Available for question type(s): Datepicker

How do you add a trigger?

If your question type allows triggers, you will see a grey / yellow trigger icon in the answer section.

Example of where to add triggers in single selection question type.

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Example of where to add triggers in datepicker question type.

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Click on the lightning bolt icon.

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It will be grey if you have no triggers attached, and yellow if you have some triggers attached.

You'll see a dialog, click Create New.

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Choose the type of triggers you want to add and follow the prompts.

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Once you've added the trigger, the trigger icon will turn yellow.

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