Reference for Proactive Prompts › Proactive Prompts › HR Service Delivery › Employee Service Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Signal data source form

Form to create a data source for the signal.

Fields	Description
Name	Name of the signal data source.
Description	Brief description of the signal data source.
Type	The type of data source that you want to create. The available values are:- Simple - Aggregated - Scripted - Indicator \(Performance Analytics Indicator\) - Subflow For more information, see Types of data sources in Proactive Prompts.
Script	The script to retrieve the data source. Follow the example script provided in the field for successful execution of the script.Note: This field is available only when the Scripted option is selected in the Type field.
Subflow	Any published subflow created using Workflow Studio as the data source.
Indicator	The type of performance measurement for the Indicator data source type.Note: Only automated indicators that are published on the Analytics hub are supported.
Breakdown	The field to group or filter indicator scores by a qualitative attribute such as Priority, Category, or Assignment Group.Note: Only breakdowns whose breakdown source field is available in the User [sys_user] table can be selected.
Table	The table used as the source to obtain the data.
Condition	Criteria that must be met to retrieve the data from the table. For example, the condition [Available balance][Greater than][10] would retrieve an unused PTO balance of more than 10 days.
User field	The field from the data table used to group the data source records.
Applies to	The user configuration to filter the data in the User field.
Can be evaluated for a single user	Enables the source to be supported for a single user execution. By selecting this option, the prompt is generated for the current logged-in user at run time.Note: For Script and Subflow data source types, an additional parameter is added to handle the user.
Can be evaluated for a given date	Enables the source to be executed for the selected date. By selecting this option, the prompt is generated on the selected date.Note: For Script and Subflow data source types, an additional parameter is added to handle the date.
Collect records	Option to get record details when delivering the prompt message.Note: If Indicator is selected as the data source type, then the Collect records option must also be set to true on the selected indicator record. Selecting this option stores the display field value in the Prompt details [sn_pp_prompt_details] table. Selecting this option influences the View details action. If the Include zero records field is selected, the Collect records option cannot be used.
Display field	A field from the source table that is displayed in the View details action and in the prompt message to represent a record from the table. For example, in the HR Case [sn_hr_core_case] table, an HR case can be represented with a case number, a short description, or any other field in the table.Note: This field is displayed only when the Collect records field is selected. The item token contains the value of this field.
Threshold Condition
Aggregate	Aggregate type. This field is available only when the selected data source is Aggregate.
Condition	Condition for the threshold value. The available values are:- Less than - Less than or is - Is - Greater than or is - Greater than
Value	A value for the condition provided in the Condition field. For example, to find the count of more than five overdue tasks, the Value number would be 5, and the full condition would be [Overdue tasks][Greater than][5].
Score field	The field used for score evaluation.Note: This field is available only when the selected data source type is Aggregated and the Aggregate field value is None. Only the fields that have numerical values can be selected.
Use percentile	Option to use relative comparison instead of static comparison against a fixed number.
Percentile value	Percentile value for the threshold condition. This field appears only when the Use percentile field is selected. The available values are:- Lower outliers - 25 percentile - Median - 75 percentile - Higher outliers
Include zero records	Option to include users without any records in the table. For example, select this option to send a prompt to the employees who have no PTO balance.Note: You can narrow down the users with zero records by selecting a user configuration in the Applies to field. For example, you can send prompts to employees in the HR department with no records in the selected table.

Parent Topic:Reference for Proactive Prompts

Tokens in Proactive Prompts

Types of data sources in Proactive Prompts

Actions and action groups in Proactive Prompts

Signal configuration form