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Journeys
Discussion List
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Option to Save a Guided Journey as PDFSummary: We are trying to determine whether Guided Journey has an option to save a report as a PDF. We haven't been able to find this functionality when "Open report on … -
Users unable to search for Journeys on Organization TabSummary: Some users not able to view/search for the New Hire’s Journey as soon as the New Hire Journey is allocated to the users on Organization Journeys tab. They are h… -
Rename an existing Journey without Setup and Maintenance accessHi everyone, currently, if a Journey needs to be renamed, the change can be made through Setup and Maintenance > Checklist Templates. However, the HR users who manage Jo… -
Why all notifications for each task arrive at the same time?Summary: Hi all, Why all notifications set for each task, even if set in a sequence, arrive all simultaneously to all different owners of the tasks? I would like for eac… -
Edited due date on journey task and alert notificationSummary: We have had a scenario where we amended a task due date for a particular journey assigned to an employee. The reminder email was still triggered based on the or… -
Worker cannot preview the uploaded file in Journey tasks.Hello Team, We have created a task of DOCUMENT type in onboarding journey. Task Name: Attach personal Picture. When the worker uploads his picture and click on preview i… -
Journey task needs to be stopped based on previous task Response by using Activation criteriaSummary: There is requirement where we need to stop the task or grade out based on the previous task response but we not able to achieve it by following the below setups… -
Getting an error while adding the delay duration daysSummary: Hi Expert, We are getting an error while adding the delay duration date in checklist. Error: You need to enter a UOM for the "New Joiner 30 Days experience" tas… -
Worker is able to download document even when the display name is entered incorrectlySummary: Is it expected behavior that the worker is able to download the signed document in the journey task even when he/she entered an incorrect display name? I unders… -
You can't access this task because you either don't have access or the task is no longer available.Summary: I’m encountering this error message when trying to access the Application tasks for “Confirm Emergency Contact” and “EEO Survey / Confirm Personal Details. You … -
How to display a Guided Journey only for a specific journey?On the “Employee Journey” page in Visual Builder, we are assigning a Guided Journey with an AI agent to be displayed only for a specific employee journey. However, when … -
Suggestions on how to make it easy for HR to validate the documents attached by employee in JourneyAs per our requirement, HR needs to validate the document attached by an employee in one of the ESS tasks. We have configured a manual task to be assigned to HR to valid… -
Electronic signature report path not workingElectronic signature report path not working, whereas the same path for report is working Below is the path for report type task but the same is resulting in a corrupt p… -
Journeys Task-How to make it mandatory to completeSummary: We have a situation where the customer wants the pending worker to complete the onboarding tasks only after submitting the requested details or actioning on the… -
Auto-populate the Display Name field in the journey taskSummary: Is it possible to make the Display Name field auto-populate in the journey task (e-signature task type) so that workers no longer need to enter their name when … -
Automatically trigger a survey journey at completion of a performance documentSummary: We have a business requirement to automatically trigger a feedback survey at the completion of a performance document. The purpose would be to gather informatio… -
Journey Report is downloading in HTML formatSummary: Journey Report is downloading in HTML format In the onboarding, we have several reports developed using RTF templates. When a pending worker or employee e-signs… -
Send the Journey task reminder to performer 7 days before termination date / Last Working dateSummary: We have requirement to send the Journey task reminder to performer 7 days before termination date. I have configured duration as 0 and UOM Days along with remin… -
Escalate tasks & reminders to 2nd level manager?Summary: We have a certain task that a manager must complete when their employee is terminated. Is there any option to escalate the task reminder or the task itself to t… -
Journey assignee can see all tasks even if not ownerSummary: Hi all, I would like to know how to avoid that the employee/journey assignee whose only task where he/should act on it's the first one, is entitled to see and a… -
Guided Journey added to Document of Records page is NOT showing upIssue: The Guided Journey added to the Me > Document of records > Add page using Visual Builder Studio is not showing up on the corresponding Redwood page. Below is the … -
Journey Signature Task Allow user to download fileSummary: Have a journey signature task with a BIP template which opens up ok. Issue is that the user needs to print and have a section completed by an external party so … -
how can we add export button in team journey for HR adminSummary: Hi Team, We have a requirement to add export button in Team Journeys when we search list of users in the redwood pages. I am unable to find any documents on it … -
How can I implement SLA in Journeys tasks, to make escalation reminder based on due date?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
new journey category not visibleSummary: Hi all, I created a new journey category but I cannot see it when creating a new journey template: What should I do to see it when creating a new template?? Tha… -
Can we update the Exp date of the Task in Journey on the assignment level?Summary: Currently, once the Journey is assigned to the employee/pending worker, the only option that is allowed for the admin users are to reassign, reopen and send rem… -
Email Notification does not trigger to employee once Journey is allocatedSummary: After Assigning Journey to employee, I could not see any email notification. However, I could see bell Notification. I have made enabled 'ORA_PER_CHECKLIST_NOTI… -
When termination is reversed, offboarding journey triggered by termination action should be removedSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Docusign IntegrationSummary: Docusign Integration Clarification Content (required): We plan to implement HCM to Docusign integration and require a clarification related to this. We understa… -
Questionnaire not visible in Journey templateSummary: Hi all, I need to select a newly created questionnaire within the journey template. However, it's not visibile in the list: Is there any steps that I am missing…