Use Fast Formula with Eligibility Profile to Set Journey/Checklist Task Criteria — Cloud Customer Connect
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Use Fast Formula with Eligibility Profile to Set Journey/Checklist Task Criteria

edited Apr 9, 2025 11:37AM in Journeys 1 comment

Summary:

We're trying to use an Eligibility Profile to control task assignment in a Checklist Template. This is our configuration:

  • Checklist Task > Eligibility Profile selected (CHK Valid Driver's License Requirement)
    • Eligibility Profile Criteria > Fast Formula selected (CRD_PER_JOB_VALID_DL_FF)
      • Fast Formula [Participation and Rate Eligibility Type]

When the Eligibility Profile is not selected, of course the Task is assigned.

When the Eligibility Profile is selected but configured without the Fast Formula criteria, the Task is assigned.

When the Eligibility Profile is selected and configured with the Fast Formula criteria, the Task is not assigned.

Am I missing something obvious here? The FF should always return 'Y', so I can't figure out why the Task isn't assigned based on this criteria.

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