Recipe Overview
This recipe creates a slack channel when a new project is created in GUIDEcx and adds the Slack Channel ID as a hidden property on the Project in GUIDEcx. It then optionally invites the Project Manager and any team members assigned tasks at the template level to the channel.
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 Channel Integration Recipes Article for more information.
Integration Setup
Installing the Recipe
Prerequisites: A user created in your Slack instance that will be used by the recipe to create the channel.
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
By default this recipe will check during Project Creation for any users in Slack with the same email address as team members added already added to the project in GUIDEcx. This can be turned off using the Configuration Parameters of the recipe.
Follow these steps to turn off the automatic invitation of team members to the project:
Scroll to the bottom of the recipe and click configuration parameters to finish setting up the recipe.
Select "No" from the Dropdown.
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:
Create a New Project in GUIDEcx.
The recipe should run and a channel with the same name as the project will be created in Slack.