Recipe Overview
This Recipe, along with the Push Slack Status to GUIDEcx (Reverse) Recipe, powers the buttons at the bottom of the Slack message sent by the Send GUIDEcx Task Assignment to Slack Recipe.
When a user clicks the "Starting Task Now" button, the status of the task is changed to "Working On It" in GUIDEcx and the Slack message is updated to reflect that the message has been received.
When a user clicks the "I'm Stuck" message, the status of the task is changed to "Stuck" in GUIDEcx, a Slack message is sent to the PM of the project if they are in the Slack IDs Lookup table, and the Slack message is updated to reflect that the Project Manager has been notified.
When a User Clicks the "I'm Done" button, the status of the task is changed to "Done" in GUIDEcx, and the Slack message is updated to reflect that the task is completed, removing the buttons.
Note: This Recipe sends the message to the assignee from the user signed in with the Recipe Builder Connection. We recommend creating a user in your Slack Environment to act as the GUIDEcx bot. See the Slack Task Assignment Integration Recipes Article for more information.
Integration Setup
Installing the Recipe
Prerequisites: The Slack Channel IDs Lookup Table created in Recipe Builder containing any potential project managers that you wish to notify in Slack when a task is marked stuck. A user created in your Slack instance that will be used by the recipe to send messages. The Push Slack Task Status to GUIDEcx (Reverse) recipe installed in Recipe Builder. The Send GUIDEcx Task Assignment to Slack Recipe installed in Recipe Builder.
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
Step 13 (Search Entries in Lookup Table)
For this recipe to work you will need to configure Step 4 to use the Slack Channel IDs Lookup table that you created.
Follow these steps to configure the step:
Click on the action.
In the Setup tab of the Configuration Pane, click the lookup table dropdown and select the lookup table that you created.
Configure the Search By section of the action.
Switch the User or group email field to a Formula Input.
Enter the Email datapill from the Project Manager Dropdown in Step 3.
Add ".downcase" to the end of the field.
Step 9 (Post message in Slack)
For this recipe to work you will need to configure Step 9 to use the correct button action handler recipe.
Follow these steps to configure the action:
Click on the action.
In the Setup tab of the Configuration Pane, scroll down to the Buttons section.
Click the Button action handler recipe dropdown and select the Push Slack task status to GUIDEcx (reverse) option.
Step 12 (Post message in Slack)
For this recipe to work you will need to configure Step 12 to use the correct button action handler recipe.
Follow these steps to configure the action:
Click on the action.
In the Setup tab of the Configuration Pane, scroll down to the Buttons section.
Click the Button action handler recipe dropdown and select the Push Slack task status to GUIDEcx (reverse) option.
Starting the Recipe
From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe".
Recipe Testing
Follow these steps to test the recipe:
Ensure that the Send GUIDEcx Task Assignment to Slack recipe, this recipe, and the Push Slack Status to GUIDEcx (Reverse) recipe are all installed and started in Recipe Builder.
After successfully testing the Send GUIDEcx Task Assignment to Slack Recipe, click the "Starting Task Now" button.
The recipe should run, the task status should change in GUIDEcx, and the text around the button should change to, "You are currently working on this task".
If you receive a Slackbot message saying that something has gone wrong, ensure that Steps 9 and 12 are configured correctly in both this recipe and the Push Slack Status to GUIDEcx (Reverse) recipe.
Click the "I'm Stuck" button.
The recipe should run, the task status should change in GUIDEcx, the vertical bar will change to red, and the text around the button should change to, "Your project manager has been alerted that you are stuck!"
If the Project Manager has been added to the lookup table they will receive a Slack message informing them that a task on one of their projects has been marked stuck.
If the Recipe runs, but the project manager doesn't receive a Slack message as expected, check the job logs of this recipe and Push Slack Status to GUIDEcx (Reverse) recipe.
If the condition in Step 14 was not met, it means that the Project Manager was not found in the lookup table. Check that they have the email address used for GUIDEcx entered correctly in the User or Group Email field with no capitalizations.
If the condition in Step 14 was met, and the job failed at Step 15, check that the User or Channel ID for the Project Manager is entered correctly in the Lookup Table.
Click the "I'm Done" button.
The recipe should run, the task status should change in GUIDEcx, the vertical bar will change to green, and the buttons will be replaced with "Thank you for completing this task!"
