Sending Leader Notifications when a group member is added

Question

I see Group Types have a Group Member Workflow trigger option of "Member Added to Group". Can I use this to send a notification the Group Leaders when a person is added to a Group?

Answer 1

Yes, you can use a workflow to send a notification. The trigger on the "Group Member Workflow" in the Group Type will look like this:

The workflow

1. Automatically Persisted

2. Attributes will be

3. Start Activity Actions:

   1. Get Group Member (Action Type Attribute Set From Entity)

   2. Get Group Member If Entity Not Passed In (SQL Run)

      

   3. Get Leader Email (Lava Run)

      

      This is the lava:

      {% assign emails = '' %}
      {% assign group = Workflow | Attribute:'Group','Object' %}
      {% assign members = group.Members %}
      {% for member in members %}
          {% if member.GroupRole.IsLeader == true and member.GroupMemberStatus == 1 %}
              {% assign emails = emails | Append:member.Person.Email | Append:',' %}
          {% endif %}
      {% endfor %}
      
      {% assign emails = emails | ReplaceLast:',','' %}
      {{ emails }}
      

   4. Notify Group Leaders (Email Send)

      

      This is the Lava:

      {% assign groupLeader = Workflow | Attribute:'GroupLeaderPerson','Object' %}

      {% assign newGroupMember = Workflow | Attribute:'GroupMember','Object' %}

      {{ 'Global' | Attribute:'EmailHeader' }}

      <p>Hello,</p>

      <br>

      <p>This is a notification to let you know that <b>{{ newGroupMember.Person.FullName }} </b>has been added to the group "{{ newGroupMember.Group.Name }}".</p><br>

      <p>Email: {{ newGroupMember.Person.Email }}</p><br>

      <p>Phone: {{ newGroupMember.Person | PhoneNumber:'Mobile' }}</p>

      {{ 'Global' | Attribute:'EmailFooter' }}

   5. Activate Workflow Complete (Activate Activity)

   6. Workflow Complete