Trigger checklist based on DFF (Person Attribute) — Cloud Customer Connect
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Trigger checklist based on DFF (Person Attribute)

Summary:

Team, we have a requirement to identify employees from company acquisitions and trigger a separate checklist for them. We have used a person attribute (DFF). The acquisition field is simply a Yes/No checkbox that I use in my fast formula (Eligibility profile) to kick off the checklist. For some reason this checklist does not trigger for the acquisition employee.

Can you please share your thoughts? I have shared the configuration and the fast formula here. Appreciate all your help!

Here are the screenshots of the field:


DFF Screenshot:

Content (please ensure you mask any confidential information):

The fast formula for the checklist is maintained in an eligibility profile:

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