Recipe Overview
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 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.
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
Step 2 (Search Entries in Lookup Table)
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:
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.
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:
Add a Task Note with 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 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.
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.
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.