Parameters for DoR in Task Type Report or Electronic Signature — Cloud Customer Connect
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Parameters for DoR in Task Type Report or Electronic Signature

in Journeys 3 comments

Summary/ Question:

When a report or electronic signature task is configured a document type can be configured to which the report is attached.

The question is if the it is possible to pass the task ID or journey ID to the DoR so this can be used to default information from the journey into the DoR.

Content (please ensure you mask any confidential information):

Currently we are only aware that the person ID is available as a parameter to the DoR and that this can be used to default segments through SQL using the person ID as a parameter. We would now however like to store information from the journey and/ or task in the DoR so this is accessible for reporting through the DoR as the pdf attached to the DoR by the Report or Signature task cannot be used for reporting.

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