To create a background ripple to check the driving license logbook, you need to create a query to pull the required data. To create a ripple process, you need to follow the below steps in the exact order:
Create a query.
Create the ripple process.
Link the ripple to the query.
Create a query
The first step to build this ripple, is to create a query by following the steps below.
Click Access Button
then click HR Admin.
Click Queries then click the plus + icon.
From the first column, select Driving License Logbook.
In the right-hand selection pane, select Expiry Date.
Click Next, and filter for the relevant time period for you.
Click Next, add a description and name the query.
Click Next.
Now, you can close the query and follow the next step. You will use this query later in the process.
Create a ripple
Once you've created the query, you need to create the ripple process by following the steps below.
Click Access Button
Go to Settings and select Ripple.
Click the plus + button, then select the ripple type as Background.
Give the ripple a name and write a description.
Click Add Step:
Select Email the write the contents of the email.
Address the email to the relevant employees.
Click Save.
Click Add Step:
Add the Wait step.
Enter the amount of time to wait in days.
Click Save.
Click Add Step:
Select Check Logbook Actioned.
For Screen Name, select Driving License.
For Logbook Action, select Logbook Updated.
Add an Action as Goto Email.
Click Save.
Set the status to Active then click Save.
Now that the ripple process is created, you can get to the last step to link the query to the ripple.
Link the ripple to the query
Since you are already on the ripples table screen, follow the steps below.
Next to the ripple you created, click the star icon then click Add New Item.
Create a name for the item, then select the relevant query.
Enter the relevant number of days to repeat the ripple.
Click Save.