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Tricks of Using Eligibility Profile When Configuring Checklist

edited Sep 4, 2023 8:04PM in Journeys 2 comments

Summary

Tricks of Using Eligibility Profile When Configuring Checklist

Content

Here are some findings when using Eligibility Profile for checklist functionalities, and share with you all to see if you encountered the same challenge and if any creative ideas.

It's common that need to create eligibility profile to differentiate the tasks by worker type, by country, by location and so on. When configuring eligibility profile, need to specify the Assignment to Use:

The value you select in Assignments to Use can only be one of these options:
- Any assignment - enterprise
- Any assignment exclude inactive - enterprise
- Employee assignment only - enterprise

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