Is there an HDL template to load Journeys checklists? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Is there an HDL template to load Journeys checklists?

edited Apr 11, 2023 3:13PM in Journeys 3 comments

Summary: I wanted to see if there was a template available to load Journeys checklist and tasks instead of having to recreate them in each environment. Similar to HDL templates to load Questions to the question library.


Content (required): We would need to include all required data fields from the General tab of the checklist (Name, checklist code, category, action name, status and leaving the rest as default) include the Tasks tab (Task Name, sequence, task type, required, status, performer, owner, instructions). Depending on the task type we would supply external links and application tasks. All other task types can be (like documents) can be uploaded at a later time.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!