Recipe Overview
This recipe will send a Slack message to the Slack channel specified in the Slack Channel ID Project Property, when tasks specified in the Trigger are marked as "Done" in GUIDEcx.
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 1 (Webhook in GUIDEcx)
This recipe requires the Trigger condition to be edited to include any tasks that you wish to be notified in Slack when marked "Done" in GUIDEcx.
Follow these steps to edit the trigger condition.
Click on the action.
In the Setup tab of the Configuration Pane, scroll down to the Trigger Condition Section.
Edit the first IF statement to include the exact spelling of the tasks you want the recipe to monitor. Include an 'or' statement after each task name, except the last task.
Note: The Task Names used in the trigger are Case Sensitive.
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"
Mark a task specified in the Trigger Condition as "Done" in GUIDEcx.
The recipe should run, and a message should be posted to the Slack channel.
If the Recipe runs, but the message isn't sent to the Slack channel as expected, check the job logs of this recipe.
If the condition in Step 4 was not met, it means that the Slack Channel ID was not found in the project properties. Ensure that it has been added using either the Create Slack Channel for New GUIDEcx Project recipe or adding the project property using our API.
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.