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Create an interactive ripple check list

Create an interactive ripple check list.

J
Written by Joshua Shooter
Updated over a month ago

To create this interactive ripple, you have to build a query to pull the required data. To create a ripple, you will have to follow the below 3 steps in this exact order:

  1. Create a query.

  2. Create the ripple process.

  3. 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.

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the plus + icon.

  3. From the first column, select Employee Details, then select:

    • First name

    • Last name

    • Employee Id

  4. Click Next, then name the query.

  5. 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. To create the ripple, follow the steps below.

  1. Click Access Button image then click HR Admin.

  2. Go to Settings and select Ripple.

  3. Click the plus + button, then select the ripple type as Interactive.

  4. Set the status as Active, then name it and write a description.

  5. Grant users access to the ripple.

    • Employee Access: Update.

    • Manager access: Update.

  6. Add Step:

    • Select Check List, then click Next.

    • Name the item, add a description, then click Save.

    ๐Ÿ“ŒNote: Repeat the step if you wish to add more than one option on the list.

  7. Scroll up and click Save.

Now that the process is created, you can get to the last step.


Link the ripple to the query

Since you are already on the ripples table screen, follow the steps below.

  1. Next to the ripple you created, click the star icon then click Add New Item.

  2. Create a name for the item, then select the relevant query.

  3. Select the ripple name, then set a value in This ripple will never repeat for an employee unless you allow this ripple to repeat every x days field.

    ๐Ÿ“ŒNote: For this example, keep this field empty as you don't want the logbooks to be added twice.

  4. Click Save.

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