How to add birthday widget to portal.

niveditakumari · ‎07-31-2023

Hi,

Can anyone please help me to implement it.

Regards,

Nivedita

Susan Britt · ‎08-04-2023

Here are some example screenshots of a Campaign, Campaign Stage/Bundle, Portal Content, Campaign Content.

You will also need to manually run or wait for the scheduled jobs to run that add the users to the campaign, create the content, etc. It is not an instant thing.

Example Campaign

Ideally, probably wan to re-evaluate every day for new users to add/remove to the campaign ^

Create the Stage/Bundle (i.e., when should the message appear and for how long)Create the Portal ContentAdd the Portal Content to the Stage

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Susan Britt · ‎08-10-2023

Hi Nivedita,

Your campaign looks correct, but your profile has a birthday in July. The campaign bundle is configured to trigger (i.e., your content show up) 2 days before their birthday and have duration of 5 days. This means for your example profile, the content would have showed up July 26 (2 days before their birthday) and been automatically removed 5 days later. You can test with someone that has a birthday of Aug 8-12 right now.

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niveditakumari · ‎08-04-2023

Hi @OlaN,

Can you please help me with this.

Regards,

Nivedita

OlaN · ‎08-04-2023

To me this sounds like you want to create an custom widget from scratch.

That is a rather large project, which will be hard to answer in a good way in a community question (also, I'm not that good at working with widgets myself, so other people will surely give you better answers than me).

If this is the case I would recommend that you look at some learning examples from the Developer site to start with, or go through a course on Now-learning as an alternative.

Then, start playing with it in a PDI to get to try some for yourself. After that, feel free to ask additional questions on the community if you get stuck on specific details.

OlaN · ‎08-05-2023

Another detail, assuming you are going to use data from HR Profiles to identify which users have upcoming birthdays, you will need to create another field on that table, and have the system calculate which will be the next upcoming birthday date.

Since the HR Profile only stores the day of birth, and most date calculations is done using the current date (not some day that is the same date several years ago), this will make it a lot easier to create an appropriate audience for the content/widget.

Have a look at this thread to get some inspiration on how to save this data in your instance.

niveditakumari · ‎08-06-2023

Hi @OlaN,

I have gone through that post and it seems you have created business rule to get next birthday and you are using flow designer.

Can you please tell for what you are using flow designer and Can I use business rule and flow designer in my requirement.

Can you please confirm for that.

Regards,

Nivedita

OlaN · ‎08-08-2023

That thread is a two parter, to have the next birthday date filled in automatically.

The Business rule, fills in the next birthday, whenever the birthdate is filled in (the first time it's filled in)

The Flow recalculates the next occurring birthday yearly for all birthdays in the system.

The general idea is that this will make it a lot easier to create an audience/group/query that fits the need of getting all people with a birthday within the next days, or whatever the requirement is.