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Primary Views in Production Dashboards

When navigating to a production dashboard for the first time, new users always land of default view of the production dashboard and are forced to switch to a custom view to start utilizing the production dashboard. Now, users can define Primary views for production dashboards that can replace defaul

Knowledge Base Article

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Views in Production Dashboards

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Production Dashboard Activity

You can track and audit the user activity on any production dashboard to get better transparency and governance within your marketing teams with detailed activity logs showing changes made in the dashboard.To view Activity on Production Dashboards:On the Production Dashboard window, click on the Opt

Access Production Dashboards Activity Pane

Production Dashboard

Knowledge Base Article

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Advanced Filtering

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Create repeating events in the Editorial Calendar

Set up a recurring event to automate planning and save time. Recurring Events repeat over a specified interval of time. You can schedule them from within the Editorial Calendar using the "Repeat Event" function. In this article, you will learn how to create a recurring event.To Schedule Re

Editorial Calendar

Event

Knowledge Base Article

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Events in Calendar

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

Knowledge Base Article

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Outbound Rules

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Outbound Rules Conditions & Actions

SummaryThe following conditions are available for users to select while creating an Outbound Rule-Outbound Rule — ConditionsThe channel properties of the message: "The Channel Properties of the Message" are conditions applicable to the channel.​TermDescriptionThe Channel properties of the

Rule Engine

Knowledge Base Article

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Outbound Rules

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What are DAM Rules?

DAM Rules are initiated only on newly created Assets. If a DAM rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon and select Rule Engine under the Platform Modules section.In the top right corner of the Rule Engine window, cli

DAM Rules

rules

Asset Manager

Rule Engine

Knowledge Base Article

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DAM Rules

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Post-Publishing Rules Conditions & Actions

The following conditions are available for users to select while creating a Post-Publishing Rule.Post-Publishing Rule — ConditionsConditionsDescriptionsThe channel properties of the MessageSet the condition based on the following Channel properties:AccountAccount Owner User IDAccount TypeChannelChan

Actions

Rule Engine

publishing

Conditions

Knowledge Base Article

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Post-Publishing Rules

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Milestone Functionality Setup in Workflow

Milestones are defined as a part of workflows to identify and delineate key phases in your processes. Further, Milestones are used in the reporting section to analyze what aspects of your workflow can be improved. In this guide, we will go over how to define milestones within a Workflow.Configuring

Workflow Engine

Knowledge Base Article

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Advanced Workflow

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Initiate Workflows in Production Dashboards

In this article, you will learn how to initiate workflows directly on Sprinklr Entities in List and Kanban view of the Production Dashboards.How it worksIn both the List View and the Kanban View of the Production Dashboards, hover over the Options icon next to the entity you wish to initiate workflo

Production Dashboard Actions

Production Dashboard

initiate workflow

Knowledge Base Article

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Production Dashboard Actions

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Send Custom Reminder Notification to Users / User Groups / External Users

Create a task rule to automatically send custom notification to users before the task is due. This way the task assignees can easily stay on top of tasks and ensure timely completion and you can send a customized notification as well. Users will need to set up the rule and enable it. Once the rule i

Send Reminder Notifications

notifications

Knowledge Base Article

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Task Notifications

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Increment, decrement, or set number of review cycles in the Workflow Engine

Measure how many cycles it took to review and approve the content so that you can reduce back-and-forth communication, and achieve workflow efficiencies. You can achieve this by setting up a 'Number type' Custom Field and use this custom field in the workflow to count the number of review

Custom Fields

review cycles

Workflow Engine

Knowledge Base Article

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Advanced Workflow

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Add a Global Queue to assign options to queues automatically

Learn how you can create a Global Queue from the Platform Settings in order to assign various options to queues automatically.Global Queues help you save time by automatically arranging inbound messages, suggestions, approvals, cases, and tasks. You can think of queues as invisible folders that hous

Global Queue

Add Global Queue

Knowledge Base Article

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Queue

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Create and Assign Global Task Queues

Global Queues are used in the Workflow Engine to assign a task to a Task Queue. Assigning the task to a Task Queue lets anyone within the queue to pick up the task depending on their current bandwidth. Create a Global Task Queue Click the New Tab icon  and select Settings 

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article:howto

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productmodule:workflow-engine

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Knowledge Base Article

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Queue

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View Report on Shortened URL Clicks

You can view reports on the number of clicks of a particular shortened URL. Additionally, you now count how many clicks have been made from the particular URL. To View Report on Shortened URL Clicks Depending on the OS you are using, press the below-mentioned keyboard shortcuts 

experience:space

View Report on Shortened URL Clicks

article:howto

Shortened URL Clicks

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Knowledge Base Article

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URL Shorteners

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Define the Task Due date

Understand the various ways in which you can define your task due dates while defining your user tasks.To define your task due date When you are in the Workflow Engine editor, click the Addition icon and select User Task from the Workflow Option menu. After you define various aspects of the user t

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Assign task to the owner / user defined in a Custom Field

Tasks can be assigned to only a single user, a user in a custom field or an external user. Organizations have various ways to define the assignee for these tasks. Some brands have a predefined user for these tasks, while others select the user on the go. For the brands that want to define the users

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Assign task to a Group of Users

Tasks can be assigned to a specific user, a group of users or an external user. In this article you can understand how to assign a task to a group of users. Although the task is assigned to only one user, defining task queues as a part of the task allows the users belonging to the task queue to take

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Assign task to an External User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Deploy a Workflow

To Deploy a workflow:Deploying a Workflow can be only done for undeployed workflows.Navigate to the Workflow Builder window, click the Undeployed option in the top right corner, and select Deploy.

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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Using a non-Twilio number as the caller ID for outgoing calls

Using a non-Twilio phone number as the Caller ID for your outgoing calls is as easy as verifying your number, and then changing the From parameter in your API requests.To add a Non-Twilio number for outbound calls, add it under your Twilio Account and verify it using code sent via SMS or call. Here

service channels - voice

Knowledge Base Article

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Using a non-Twilio number as the caller ID for outgoing calls