Importing/Exporting of Checklists with Tasks — Cloud Customer Connect
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Importing/Exporting of Checklists with Tasks

edited Sep 4, 2023 8:06PM in Journeys 2 comments

Summary

Importing is only partially successful

Content

When importing checklists from one pod to another, we're encountering 2 issues. 1) The document attachment for Document type tasks is not coming over. We're needing to re-attach it.  2) Eligibility profile names are not populating correctly.  The eligibility profiles already exist in the target environment but when reviewing task after import, we see the wrong eligibility tasks attached. See navigation with images.

 

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