Customize the Onboarding Buddy app

Customize the Onboarding Buddy app to fit how your organization wants to run its onboarding program.To customize the app, create an unmanaged solution in the same environment, add the components from the Onboarding Buddy solution that you want to customize, and start making changes to meet your requirements.

Prerequisites

• You have a new, unmanaged solution in your environment.
• You added the components from the managed Onboarding Buddy solution that you want to modify into your new unmanaged solution.
• You're editing those components in the unmanaged solution.

Learn how to create a solution. Learn about solution concepts and solution layers.

Customize program emails

Four emails are automatically sent by the Buddy Onboarder Emails flow:

• Initial Email is sent at the beginning of the match.
• End Email is sent the day the match ends.
• First Nudge Email is sent X days after the match starts. Set X in the Configuration table.
• End Nudge Email is sent Y days before the match ends. Set Y in the Configuration table.

You can use the emails to communicate program expectations, link to useful resources, and provide other information necessary to set up the Onboarder for success and close out the match appropriately.

Important

The emails in the Onboarding Buddy template come with generic content. You should customize the emails for your organization.

Edit emails

Once you've added the Buddy Onboard Emails flow, you can edit the emails.

1. Go to the unmanaged Onboarding Buddy solution and select the Buddy Onboard Emails flow.
2. In the flow, find the email you want to update and make your changes.
3. Save your flow.

Update program information in the app user interface

You can customize the graphics and content in three introductory screens to introduce and provide details about the buddy program. The screens are shown in the illustration that follows:

• Signup screen
• Welcome screen 1
• Welcome screen 2

Customize the introductory screens

1. Edit the Onboarding Buddy canvas app in your new, unmanaged solution.
2. Change the graphics and text on the screens as needed.
   1. FP Landing screen is the signup screen.
   2. FP Message screen is both Welcome screen 1 and Welcome screen 2. Only the text changes as the user selects Next or Back.
   3. Save your changes.

Modify matching attributes

The Onboarding Buddy template matches Buddies and Onboarders using their Regions and Organization attributes. You can change the values so that they're useful for matching Buddies with Onboarders in your organization, or add different attributes and update the logic.

Update Regions and Organization

1. Add Region and Organization as choices to your unmanaged solution.
2. Select Objects > Choices > the component you want to edit.
3. Change what you need, and then select Save.

Change attributes and logic

You're not limited to matching Buddies and Onboarders by their region and organization. You have several ways to change how the solution matches Buddies and Onboarders. Here are some examples:

• Add a new choice attribute to match on. For static values, especially values that are shared with other applications, choice components can be a good option.
• Add a table-driven attribute to match on. If you need to add or change values often, creating a table to store them makes updates easier than using a choice component.
• Allow the user to self-select attribute filters to find available buddies. Rather than force Region and Organization matching, allow the user to see various available buddies by adding a user-configurable filter to the matching screen.

To change the user interface or logic, you need to modify the Buddy Matches screen. The Items property of the gallery galBuddies_BuddyMatches contains the Buddy matching filter code:

Filter('Buddy Lists', Region = varMatchedOnboarder.Region && Organization=varMatchedOnboarder.Organization && Available = true && Status = 'Status (Buddy Lists)'.Active && 'Status Reason' = 'Status Reason (Buddy Lists)'.Active)

To customize the matching process, add filter components and modify the gallery code as needed.

Next step

Get started managing the Onboarding Buddy app.