Defining, modifying, and using inputs for external actions

As it is with Expertise, one cannot add to the list of internal actions (actions taken within SharePoint) that can contribute to badge scores.

All the internal actions available for scoring are already listed on the Award Badges Automatically page. One can, however, call Aurea Social from an external system (such as a CRM system) to have actions occurring there counted toward Recognition scores. Before you can make the call from the external system, you need to identify in Aurea Social the types of actions that can occur in the external system. This amounts to providing an identifier, a descriptive name, and a default scoring weight.

There two ways to access the page where you define and modify these inputs

  • In the Spotlight Management page, find the Recognition – Award Badges Automatically section and click the Define available external events link.

Click the Define available external events link in Recognition – Award Badges Automatically section

  • Alternatively, on the Recognition Rule Definition page, in the interface for defining a new rule, click the Define available external events link at the top of the External Events section.

Click the Define available external events link at the top of the External Events section

Either of these will bring you to the Recognition External Input Definition page. On this page you'll see a list of any external input identifiers that have already been defined, and below this the input box for a new identifier.

Recognition External Input Definition page