Skip to main content

05 Automation practice: Unlock content

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated yesterday

This practice exercise helps you:

  • Create a simple automation using one condition

  • Unlock content for a specific user group

  • Confirm that the automation works as expected

Requirements before you start

  • A published activity (for example: Module 1)

  • A widget in the stream that can display activities (for example: Spotlighted activity or Activities). The activity Module 1 – Belgium should be linked to this widget

Not sure how to set up a widget in the stream? Check out this article first

  • An automation linked to the widget above (Lesson: 04 Practice)

  • Two user groups (for example: Belgium and Netherlands)

  • At least two different test users:

    • One test user in the Belgium group

    • One test user in the Netherlands group

Step-by-step: Create the automation

  1. Go to Behaviour > Automations.

  2. Click Create automation.

  3. Enter a name: Module 1 – Visible: Group Belgium.

  4. Set the Event type to Check periodically.

  5. Add the condition (since there is only one, it does not matter if you choose “And,” “Or,” or “Use only one condition”):

    • Is group → select Belgium

  6. Add the action:

    • Unlock activity → Module 1

  7. Click Save.

  8. Enable the automation.

What your automation should look like:

How to read this automation

  • When the platform checks periodically,

  • and if the user is in the group Belgium,

  • then unlock the activity Module 1 for that user

How to confirm it worked

  1. Check the group membership

    • Go to Groups > Groups

    • Find the group Belgium

    • Check the number of people in this group

  2. Preview the automation

    • Hover over the eye icon next to the automation

    • Look at how many people are shown

    • Does this number match the number of users in the Belgium group?

  3. Impersonate a user from the Belgium group

    • Go to a learner profile in Belgium

    • Click Impersonate

    • Check the learner’s stream: is Module 1 visible?

  4. Impersonate a user from another group

    • Choose a learner not in the Belgium group (for example, a user in Netherlands)

    • Click Impersonate

    • Check the learner’s stream: Module 1 should not be visible

If these results match what you expect, the automation is set up correctly.

Troubleshooting tips

  1. Check that the test user is in the correct group

  2. Verify that the activity is indeed the correct one (check the UUID of Module 1)

  3. Remember that Check periodically means the action may not appear immediately: it can take up to one hour

Recap

In this exercise, you practised:

  1. Creating an automation with one condition

  2. Unlocking an activity for a specific group

  3. Using multiple methods to confirm the automation works: group count, automation preview, and impersonation tests

Did this answer your question?