GUIDEcx

This recipe will forward Task Notes as a direct message to a user in Slack if their nickname is included in the note using the #Slack:Nickname format.

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 <a href="https://help.guidecx.com/en/articles/8346524-slack-channel-integration-recipes" rel="nofollow noopener noreferrer" target="_blank">Slack Channel Integration Recipes Article</a> for more information.

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Prerequisites: The <a href="https://help.guidecx.com/en/articles/8346524-slack-channel-integration-recipes" rel="nofollow noopener noreferrer" target="_blank">Slack Channel IDs</a><a href="https://help.guidecx.com/en/articles/8346524-slack-channel-integration-recipes#h_e60db00aba" rel="nofollow noopener noreferrer" target="_blank"> Lookup Table</a> created in Recipe Builder. A user created in your Slack instance that will be used by the recipe to send messages.

Follow the steps outlined in the video below to install the recipe:

For this recipe to work you will need to configure Step 2 to use the Slack Channel IDs Lookup table that you created.

Follow these steps to configure the step:

In the Setup tab of the Configuration Pane, click the lookup table dropdown and select the lookup table that you created.

1. Click on the action.
2. In the Setup tab of the Configuration Pane, click the lookup table dropdown and select the lookup table that you created.


From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe".

Add a Task Note with the nickname of a user from the Slack Channel IDs Lookup Table with the format #Slack:Nickname.

1. The recipe should run and the message should be posted 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 3 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.

1. Add a Task Note with the nickname of a user from the Slack Channel IDs Lookup Table with the format #Slack:Nickname.
 1. The recipe should run and the message should be posted as a direct message to the user.

2. If the Recipe runs, but the user doesn't receive a Slack message as expected, check the job logs of this recipe.
3. If the condition in Step 3 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 3 was met, and the job failed at Step 4, check that the User or Channel ID for the Project Manager is entered correctly in the Lookup Table.

1. If the condition in Step 3 was met, and the job failed at Step 4, check that the User or Channel ID for the Project Manager is entered correctly in the Lookup Table.


Recipe Overview

Integration Setup

Installing the Recipe

Configuring Individual Steps

Step 2 (Search Entries in Lookup Table)

Starting the Recipe

Recipe Testing

FAQs

Does this recipe forward responses from Slack to GUIDEcx?