Checklist
Discussion List
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Contextual journey: HR view of questionnaire submitted by Line managerSummary: We have requirement that when line manager submits questions then next task is for HR to view and approve using journeys. But when HR is viewing the tasks it is… -
Journey Task-level Alert on Task with Delay Duration Triggers Day PriorHi, I'm curious if anyone else has had an issue with using Task-level Alerts on Tasks which have a Delay Duration applied to them. Currently, we have Tasks that will ini…
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Is it possible to track the history of completed checklist task if it reopens by managerSummary: When Manager or task owner reopens the completed task for the performer, is there a way to track the history of completed checklist task. Content (please ensure…
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Multiple ESignature in Electronic Native EsignturesHi Team, I came across a blog that explains how to fetch multiple e-signatures, but I'm encountering issues with retrieving the details correctly. I believe I'm missing … -
The journey task is not activating based on the value given in the previous task.Summary: The journey task is not activating based on the value given in the previous task. Fast Formula - INPUTSARE ALLOCATED_CHECKLIST_ID (number) DEFAULTFOR L_ATTR IS … -
Learn enrollment task missing from checklist template configuration in PROD environmentI am implementing Journeys for a customer and we are having an issue with the "Learn Enrollment" task type in their PROD environment. In the task configuration, when I l…
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Journey - Checklist Category not UpdatedHello experts, We are having an issue with checklist category. We have tried to created a new checklist category in manage common lookups. Once saved we surfed to the pa…
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Is it possible to close a journey when a Task is marked as "Not applicable"?Summary: Hi experts, we are currently implementing a Journey with sequence tasks (three to be precised). In case a task is marked as not applicable, we have noticed that…
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Offboarding journey not getting triggered after employee is terminatedHello all, We are facing issues with offboarding journey getting assigned when worker is terminated. We are expecting that is should get triggered even if their account … -
Journey Security not working for employees as expected.Summary: We want one journey to be assigned by employee to themselves and another journey to be assigned by HR to employees. When we are testing from a person having onl…
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Add Questionnaire link to the journey notification that the owner receivesSummary: We have a questionnaire task wherein if performer (manager) completes it, a notification will be received by the owner (HR Rep) Is it possible to modify the not…
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Error JBO-27035:Attribute ChecklistId is required while uploading HSDL for completing checklist taskSummary: Content (required): We are receiving the above mentioned error while uploading the HSDL for completing checklist task. Please help us debug the same. Version (i…
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The delete option is not displayed in the Allocated Checklist to delete an assigned journeySummary: Hi Team, Greetings The delete option is not displayed in the Allocated Checklist to delete an assigned journey, we followed all the required steps to enable the…
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Can someone clarify the roles of "Owner" and "Other User"?Summary: Can someone clarify the roles of "Owner" and "Other User" at Display Settings? My understanding is that the "Owner" is the person who assigns the checklist, whi… -
Application Task that redirect to the Homepage instead of Journey pageSummary: Application Task that redirect to the Homepage instead of Journey page Content (please ensure you mask any confidential information): Hi experts, we are facing … -
Escalate tasks & reminders to 2nd level manager?Summary: We have a certain task that a manager must complete when their employee is terminated. Is there any option to escalate the task reminder or the task itself to t…
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Fast Formula to assign the task to Future Line Manager XX days before the effectivity of transferHi, Can we use fast formula to assign the task to the future Line Manager of the employee? We have a requirement that the new Line Manager must complete a task prior to …
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Journey task (Learn enrollment) - "An error occurred while loading the content from content server"I am having an issue with the learn enrollment task type in an Onboarding Journey. When the employee tries to access the learning content from the Journey, they can clic…
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Journeys electronic signature task allows employee to click done before signingIn my onboarding journey, there is an electronic signature task that is allowing the employee to click the done button before signing the document. It does however make …
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Not able to add demographic info task in journey for EmployeeWe are not able to add demographic info task as part of employee journey. Below is our task setup: As an employee we are not able to see the task:
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We need to allocate a checklist to new hires after 90 days of them being hired in the systemWe have a requirement wherein we need to allocate checklist after 90 days of employee being hired in the system. How can we achieve this requirement?
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Unable to display or view Allocated Checklist Task in UI after using HDLSummary: Content (please ensure you mask any confidential information): After following the documentation instruction found in Adding a Task to an Allocated Checklist on… -
How to reassign terminated Initiator's task to other HRsThe initiator (HR) of the Onboarding Journey for many employees has left the company. However, the other HRs are not able to access those employees under their Organizat…
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The "Save" button is non-functional in the Disability Info - Embedded Application Task.Summary: In the Disability Info - Embedded Application Task, the disability form loads correctly, and users can select available options. However, clicking the 'Save' bu… -
New Hire Journey - Responsive to Redwood PPM TaskWe currently have a New Hire Tasks journey set up as an external URL using the deeplink to the responsive page for Payment Methods. In a few weeks, we'll be shifting to … -
When a user start a journey via Start Journey button it loads indefinitelyHey! When a user tries to start a journey using the "Start Journey" button the journey screen keeps loading indefinitely, the user is only able to see the journey that i…
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how to hide Edit Journey and Delete JourneySummary: We want to hide Edit Journey and Delete Journey from Line managers login, how we can hide? I already tried from Display setting to hide but still visible. Versi…
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How to insert two URL links into one task?Summary: How to insert two URLs into one task? Content (required): Hello everyone we need to insert two URL links in a Journey task. Can anyone tell me how to do this? R…
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Unable to Assign Journey except Direct ReportsSummary: No employee other than Direct report is appearing in the Person LOV while HR is trying to assign Journey. Content (required): The HR users are unable to assign …
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Mandatory e-signatureSummary: We enabled physical signature on some of our required tasks. However, users are able to skip signing the doc on signature pad and completing task. Is it possibl…