Embedded Journey Task for Document Records, Document Record is not being created — Cloud Customer Connect
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Embedded Journey Task for Document Records, Document Record is not being created

edited Feb 28, 2025 9:43PM in Journeys 6 comments

Summary: Using Embedded Application Task Type to create Document Record directly on the Journey Task


Content (please ensure you mask any confidential information):

We have a Journey where we are using Embedded Application Task Type for Document Records. When the Document Record is added on the Journey task, the new Document Record doesn't display on the Journey task nor when navigating from Document Records page. We have enabled Document Records in Redwood. What could be the reason why the Document Record doesn't show when created by using Embedded Application Task?


Version (include the version you are using, if applicable):

24D

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