Automation recipients are the users or people that receive the defined automation action.
When creating an automation you will have an option to "Select a destination". This just means who the automation action should apply to.
Recipient options are:
- All Active Users. Should every active user in your OneTeam360 account be a recipient.
- Specific Active Users. Filter and hand select what active users should be a recipient.
- All Active Users that Match Criteria. With this option you can specify to calculate users based on their job types and locations. Or you can choose either or. You can also add a list of different job types and locations.
- Contextual User. Inside OneTeam360 you will be made aware of exactly WHO the contextual user is. But as a ‘rule of thumb’ it’s typically the user who triggered the event. But in the case of a task, it would be the user(s) assigned to the task.
- Custom Email Address. In the circumstance that you want to make your 3rd party HR manager aware of a Praise Note, or Write Up Note and they don’t have a user in the system you can just connect the automation to relay it to their email address.
- Custom Phone Number. If you have a SMS (text message) set up to send based on a trigger and happen to know the user who you want to send the text to has their landline as their primary phone number. You can simply add a mobile number in and that text will go to that custom number instead.
About The Contextual User
Every time an automation trigger is defined a highlighted section at the bottom of the automation modal will change to explain who the contextual user is. For reference here are some examples.
When the Trigger is 'Level Up' - The contextual user is the user who leveled up.
When the Trigger is 'Birthday' - The contextual user is the user who is celebrating a birthday.
When the Trigger is 'Competition End' - The contextual user is the user or users who won the competition.
When the Trigger is 'Work Anniversary' - The contextual user is the user who is celebrating a work anniversary.
When the Trigger is 'Task Change' - The contextual user is the user who made the change.
When the Trigger is 'Note Created' - The contextual user is the user who received the note.