Recipe Overview
This recipe forwards Project Notes that contain #Slack (case-insensitive) to the Slack channel specified in GUIDEcx with the "Project_Slack_Channel_ID" hidden property. Additionally it will forward the project notes as a direct message to a user in Slack if their nickname is included in the note using the #Slack:Nickname forma
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: The Slack Channel IDs Lookup Table created in Recipe Builder. A user created in your Slack instance that will be used by the recipe to send messages. A project property titled "Project_Slack_Channel_ID" containing the slack channel tied to the project (This can easily be created using the Create Slack Channel for New GUIDEcx Project recipe).
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
Step 7 (Search Entries in Lookup Table)
For this recipe to work you will need to configure Step 7 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.
Configuration Parameters
By default this recipe will forward notes to the Project's slack channel when #Slack is present in the note. And Forward notes as a direct message to a user when #Slack:Nickname is used. These can be toggled using the Configuration Parameters of the recipe.
Follow these steps to toggle these features:
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:
Either create a project with the Create Slack Channel for New GUIDEcx Project recipe started in Recipe Builder. Or use GUIDEcx's API to add the Slack Channel ID of an existing Channel to the Project Properties with the property name "Project_Slack_Channel_ID"
Add a Project Note with #Slack.
The recipe should run, and the message should be posted to the channel.
Add a Project Note and add the nickname of a user from the Slack Channel IDs Lookup Table with the format #Slack:Nickname.
The recipe should run and the message should be posted to the channel and as a direct message to the user.
If the Recipe runs, but the user doesn't receive a Slack message as expected, check the job logs of this recipe.
If the condition in Step 8 was not met, it means that the user was not found in the lookup table. Check that they have their nickname entered into the User or Group Nickname field with no capitalizations and that it matches the nickname used in the note.
If the condition in Step 8 was met, and the job failed at Step 9, check that the User or Channel ID for the Project Manager is entered correctly in the Lookup Table.
FAQs
Does this recipe forward responses from Slack to GUIDEcx?
Does this recipe forward responses from Slack to GUIDEcx?
No. Out of the Box, this recipe only forwards messages from GUIDEcx to Slack.