Certifications - reminding users who have completed their review to click 'Finish'

We’re frequently seeing users who forget to click ‘Finish’ after completing their review and would like to send an automated email reminder (via Workflow) to them to go in and do so.

These show in the campaign status as ‘Needs sign-off’, so I thought this could be a workflow trigger, but I can’t seem to find this status in the API.

The closest I could see is comparing if identitiesCompleted is = to identitiesTotal but Status is still ACTIVE.

Is there a more effective way to do this that others have tried?

That’s exactly the way I had to do it, but I used decisionsRemaining = decisionsTotal

Basically the same as you. There’s not really another way

1 Like

I did exactly same but other data you can check are completed and signed. this is how it would look if all decisions were made but did not sign off:

“completed”: true,
“decisionsMade”: 1,
“decisionsTotal”: 1,
“signed”: null,

2 Likes

Thanks Mark & Chelsea :slight_smile: