You want to set up rules that automatically assign people to some of your tracks (e.g. onboarding), so that you don't have to perform these assignments manually.
Set up a set of automated rules to automatically assign people to your tracks.
- Read Automated Rules to understand the workflow for creating your rules and learn about rule conditions.
- See the discussion below outlining track assignment rule actions and parameters.
For track assignments, there only one possible Action:
- Assign to Track.
This action takes two required Parameters:
- Track ID. The ID of the track you want to assign people to.
- Assigner ID. The ID of the user that will appear as the person who performed this assignment (e.g. in the invitation email).