Prerequisites: To use this workflow item, you need Automation to be integrated with your LP Learning Platform (LXP).
These workflow items interact with custom profile fields that have been created in your LXP. Click here to read our full guide on setting these fields up in the LXP.
Get custom field values
Get custom field values retrieves the information in custom fields so that they can be mapped to custom variables in your workflow.
User ID: This is required so that the workflow knows which user's custom fields to get. Typically, you will want this to be the user who triggered the workflow, in which case you can use the global variable: Learner's User ID.
Click + Add to add custom fields that you want to retrieve information from.
The Custom field dropdown menu will be populated with the custom fields that you've set up in the LXP. The Output dropdown menu will be populated with your custom variables. The custom variable you pick will be populated with the information in the custom field you've picked. For example, you might get a learner's location from a "Location" custom field (in this example, let's say it's "Nottingham") and use that to populate a custom variable also called "Location". Now your custom variable is populated with the word "Nottingham".
Set custom field values
This workflow item changes the values of an LXP user's custom profile fields.
User ID: This is required so that the workflow knows which user's custom fields to change. Typically, you will want this to be the user who triggered the workflow, in which case you can use the global variable: Learner's User ID.
Click + Add to add custom fields that you want to update.
The Custom field dropdown menu will be populated with the custom fields that you've set up in the LXP.
Add the value you'd like this field to be populated within the Custom field value box. The format of the value will change depending on the type of custom field you've selected in the LXP:
| Date/ Time: This will display a date/time picker and you can simply select the date and time you wish to set. | |
| Checkbox: This displays as a toggle that you can switch on to enable the checkbox within the LXP. | |
| Short Text: This field is a text input field. You can enter plain text. | |
| Long Text: This field is also a text input field. You can enter plain text. | |
| Selections: This field displays as a text input field but it does require a specific format. When entering a value ensure that it is written within square brackets and quotation marks e.g. [“exampletext”]. |
There's one final type of field that you could add: framework. It's a little more complicated to set up than the others. It's a text input field that requires the ID number of the framework you’d like to set on the profile. To get this number follow the below steps:
Navigate to the framework within the LXP by going to Settings > Frameworks.
Right click on the framework name and select Inspect.
Click on the Inspect element button on the top left of the panel and click on the name of the framework again to ensure it is selected.
Navigate to the Network tab and click on children?all=false&q.
Click on the Response tab and copy the ID.
Once all the desired information has been entered, click Update to save the workflow item.