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Enhancements and fixes to Get Emergency Contacts Scenario
1 parent 0a1ef49 commit 2c0fb34

2 files changed

Lines changed: 99 additions & 20 deletions

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‎EmployeeSelfServiceAgent/Workday/EmployeeScenarios/WorkdayManageEmergencyContact/msdyn_HRWorkdayHCMEmployeeGetEmergencyContactInfo.xml‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -11,7 +11,7 @@
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</endpoint>
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<responseProperties>
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<property>
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<extractPath>//*[local-name()='Related_Person_Data']//*[local-name()='Related_Person']</extractPath>
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<extractPath>//*[local-name()='Related_Person_Data']/*[local-name()='Related_Person'][*[local-name()='Emergency_Contact']]</extractPath>
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<key>EmergencyContacts</key>
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</property>
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</responseProperties>

‎EmployeeSelfServiceAgent/Workday/EmployeeScenarios/WorkdayManageEmergencyContact/topic.yaml‎

Lines changed: 98 additions & 19 deletions
Original file line numberDiff line numberDiff line change
@@ -2,26 +2,13 @@ kind: AdaptiveDialog
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inputs:
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- kind: AutomaticTaskInput
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propertyName: InputAction
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description: "Look for keywords 'add', 'new', or 'create' in the user's request. If found, extract 'add'. Otherwise extract 'manage'."
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description: "Look for keywords 'add', 'new', or 'create' in the user's request. If found, extract 'add'. Look for keywords 'get', 'view', 'show', 'list', 'see', 'display', or 'what are' in the user's request. If found, extract 'get'. Otherwise extract 'manage'."
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entity: StringPrebuiltEntity
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shouldPromptUser: false
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modelDescription: |-
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You will respond to requests related to managing emergency contacts for the user making the request.
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This includes adding new emergency contacts or updating existing ones.
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All emergency contact operations are submitted to Workday (Human_Resources) and pertain exclusively to the requesting user.
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This data exclusively belongs to the user making the request. Do not respond to questions about other people's data.
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Example invalid requests:
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"Manage emergency contact for my manager"
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"Update emergency contact for my colleague"
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Example valid requests:
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"Manage my emergency contacts"
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"Update my emergency contact"
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"Add or update emergency contact"
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"Change my emergency contact information"
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"Add a new emergency contact"
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Manage emergency contacts for the requesting user only. Supports add and update via Workday (Human_Resources). Reject requests about other people's data.
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Formatting: ALWAYS display contacts in a markdown table with columns: Name, Relationship, Phone, Address. Mark primary with ★. Sort primary first, then by priority. Use "—" for missing fields. Heading: "Your emergency contacts" with divider. Never use bullet lists. Hide internal IDs (WID, Priority number, Country Codes). Show ALL contacts.
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beginDialog:
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kind: OnRecognizedIntent
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id: main
@@ -64,12 +51,18 @@ beginDialog:
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6552
dialog: msdyn_copilotforemployeeselfservicehr.topic.GetReferenceData
6653

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# Detect if user wants to view contacts only (get/view/show/list)
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- kind: SetVariable
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id: set_is_view_only
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variable: Topic.isViewOnly
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value: =(!IsBlank(Topic.InputAction) && "get" in Lower(Topic.InputAction)) || "get" in Lower(System.Activity.Text) || "view" in Lower(System.Activity.Text) || "show" in Lower(System.Activity.Text) || "list" in Lower(System.Activity.Text) || "see my" in Lower(System.Activity.Text) || "what are" in Lower(System.Activity.Text) || "display" in Lower(System.Activity.Text)
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6760
# Check if user explicitly wants to add a new contact - skip loading existing contacts
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- kind: ConditionGroup
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id: check_direct_add
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conditions:
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- id: user_wants_add_directly
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condition: =(!IsBlank(Topic.InputAction) && "add" in Lower(Topic.InputAction)) || "add" in Lower(System.Activity.Text) || "new emergency contact" in Lower(System.Activity.Text) || "create" in Lower(System.Activity.Text)
65+
condition: =Topic.isViewOnly <> true && ((!IsBlank(Topic.InputAction) && "add" in Lower(Topic.InputAction)) || "add" in Lower(System.Activity.Text) || "new emergency contact" in Lower(System.Activity.Text) || "create" in Lower(System.Activity.Text))
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displayName: User wants to add a new contact directly
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actions:
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- kind: SetVariable
@@ -227,7 +220,10 @@ beginDialog:
227220
variable: Topic.contactSelectionList
228221
value: |
229222
=ForAll(
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Topic.parsedContacts.EmergencyContacts,
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Filter(
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Topic.parsedContacts.EmergencyContacts,
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!IsBlank(LookUp(ThisRecord.Emergency_Contact.Emergency_Contact_Reference.ID, '@type' = "WID").'#text')
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),
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{
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DisplayName: ThisRecord.Personal_Data.Name_Data.Legal_Name_Data.Name_Detail_Data.'@Formatted_Name',
233229
FirstName: ThisRecord.Personal_Data.Name_Data.Legal_Name_Data.Name_Detail_Data.First_Name,
@@ -277,10 +273,93 @@ beginDialog:
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variable: Topic.WorkdayUrl
278274
value: https://impl.workday.com/<TENANT_NAME>/home.htmld
279275

276+
- kind: SetVariable
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id: build_contact_table
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displayName: Build formatted contact table
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variable: Topic.contactTableText
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value: |
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="| Name | Relationship | Phone | Address |" & Char(10) & "|------|-------------|-------|---------|" & Char(10) & Concat(
282+
SortByColumns(Topic.contactSelectionList, "IsPrimary", SortOrder.Descending, "Priority", SortOrder.Ascending),
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"| " & If(!IsBlank(ThisRecord.DisplayName), ThisRecord.DisplayName, "Unknown") & If(ThisRecord.IsPrimary = "true" || ThisRecord.IsPrimary = "1", " ★", "") & " | " & If(!IsBlank(ThisRecord.RelationshipType), ThisRecord.RelationshipType, "—") & " | " & If(!IsBlank(ThisRecord.Phone), ThisRecord.Phone, "—") & " | " & If(!IsBlank(ThisRecord.Address), ThisRecord.Address, "—") & " |",
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Char(10)
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)
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# View-only mode: show table as Adaptive Card (full width) and end
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- kind: ConditionGroup
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id: check_view_only
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conditions:
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- id: is_view_only_mode
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condition: =Topic.isViewOnly = true
293+
displayName: User only wants to view contacts
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actions:
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- kind: SetVariable
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id: set_view_intro_text
297+
variable: Topic.viewIntroText
298+
value: ="Here are your emergency contacts from [Workday](" & Topic.WorkdayUrl & "), an HR platform your company uses."
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- kind: SendActivity
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id: view_only_intro
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activity: "{Topic.viewIntroText}"
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304+
- kind: SendActivity
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id: view_only_table_card
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activity:
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attachments:
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- kind: AdaptiveCardTemplate
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cardContent: |-
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={
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type: "AdaptiveCard",
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'$schema': "http://adaptivecards.io/schemas/adaptive-card.json",
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version: "1.3",
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body: [
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{
316+
type: "TextBlock",
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text: "Your emergency contacts (" & Text(CountRows(Topic.contactSelectionList)) & ")",
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weight: "Bolder",
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size: "Medium",
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wrap: true
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},
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{
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type: "ColumnSet",
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separator: true,
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spacing: "Medium",
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columns: [
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: "Name", weight: "Bolder", wrap: true }] },
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: "Relationship", weight: "Bolder", wrap: true }] },
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: "Phone", weight: "Bolder", wrap: true }] },
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{ type: "Column", width: 3, items: [{ type: "TextBlock", text: "Address", weight: "Bolder", wrap: true }] }
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]
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},
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{
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type: "Container",
335+
items: ForAll(
336+
SortByColumns(Topic.contactSelectionList, "IsPrimary", SortOrder.Descending, "Priority", SortOrder.Ascending),
337+
{
338+
type: "ColumnSet",
339+
separator: true,
340+
columns: [
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: If(!IsBlank(ThisRecord.DisplayName), ThisRecord.DisplayName, "Unknown") & If(ThisRecord.IsPrimary = "true" || ThisRecord.IsPrimary = "1", " ★", ""), wrap: true }] },
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: If(!IsBlank(ThisRecord.RelationshipType), ThisRecord.RelationshipType, "—"), wrap: true }] },
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{ type: "Column", width: 2, items: [{ type: "TextBlock", text: If(!IsBlank(ThisRecord.Phone), ThisRecord.Phone, "—"), wrap: true }] },
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{ type: "Column", width: 3, items: [{ type: "TextBlock", text: If(!IsBlank(ThisRecord.Address), ThisRecord.Address, "—"), wrap: true }] }
345+
]
346+
}
347+
)
348+
}
349+
]
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}
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352+
- kind: SendActivity
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id: view_only_footer
354+
activity: "If you need to update or add any information for these contacts, just let me know which one you'd like to change or if you want to add a new contact."
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356+
- kind: CancelAllDialogs
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id: end_view_only
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- kind: SetVariable
281360
id: set_intro_msg_text
282361
variable: Topic.introMsgText
283-
value: ="Sure, I can help you with that. Here's where you can both update and add emergency contacts. I've identified " & Text(CountRows(Topic.selectionChoices)) & " emergency contact(s) of yours from [Workday](" & Topic.WorkdayUrl & "), an HR platform your company uses."
362+
value: ="Sure, I can help you with that. Here's where you can update and add emergency contacts. I've identified " & Text(CountRows(Topic.selectionChoices)) & " emergency contact(s) of yours from [Workday](" & Topic.WorkdayUrl & "), an HR platform your company uses."
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285364
- kind: SendActivity
286365
id: intro_selection_msg

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