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Customer Insights - Journeys forum

Trying to create a custom tile OR customize scheduler tile

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Posted on by 15

According to the use case on one customer; we need to use dynamic date time value for scheduler tile, eg. should be synchronized or updated by event's planned date. 

Checked the current functionality but not possible as today; there is only manual option for this scheduler but we'd like to run this scheduler at event's planned date dynamically.

I'm considering to create a custom tile for this purpose but not sure if it's possible and how with custom tiles. Because according to my first impression; custom tiles work for filtering not for scheduling. Any idea would be welcome.

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  • Mauro Marinilli Profile Picture
    355 on at

    Hi Burak,

    can you explain a bit more the scenario for us to understand? I guess you want to make the entire journey parametric to the event's date, correct? Have you considered employing our new CJ API to construct the journey that way:

    docs.microsoft.com/.../basic-operations-on-customer-journey

    thanks

    M

  • burock Profile Picture
    15 on at

    Hi Mauro,

    We'd like to connect one of the customer journeys dynamically with one of the active events; let's assume that it's a lookup field on customer journey which enables us to select an event. After this, we'd like to "connect" customer journey's scheduled (trigger) date with event's date dynamically. For instance, it the user updates the event's planned date to 09-May, the customer journey should be triggered at the same date - 09-May. 

    As of now, it's not possible to put/link the date value form an other entity; it requires us to enter a manual-static date. However, it might be possible if the CJ API enables us to update the date value of any tile (scheduler one) by a plugin for instance. I've checked the CJ API a little bit but still not sure about how to update a specific parameter (eg. date) of a tile. Would be very happy if you can shed up some light.

    Thank you!

    Burak

  • Suggested answer
    ShaileshJain Profile Picture
    on at

    Please refer to the API documentation for journeys, that can help you retrieve an existing workflow definition i.e. the set of tiles.  from that workflow, search for the scheduler you want to modify i.e. ActivityTypeId = Scheduler.

    and then update the relevant property to Event.Date  that you are interested in

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/extend-customer-journey-using-code:750:50]

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/customer-journey-workflow-definition:750:50]

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