Checklist
Discussion List
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Issue with Contextual Journey Trigger and Report Parameters During Employee Termination ProcessHi Team, We have configured a contextual journey that triggers during the employee termination process based on a business requirement. The intention of this configurati… -
Assign Journey when a Contact updates their nameWe have a requirement to notify the Benefits team any time someone changes a contact's name through the People to Cover page. I've seen in other posts that this is not p…
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Assigned journeys not visible in My client Groups >> JourneysSummary: Hello We have created the journeys as Category as Person, we cant able to see the journeys under my client group and he/she is not getting the email or notifica…
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How to trigger Journey after creating a Pending Worker via HSDLSummary: I have set up a template to create a Pending Worker using HSDL. After uploading the data, Journeys is not triggered. I have the Journey configured to be trigger…
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Journey Layout Options - Summarized task list not available in 25DSummary: We’ve received the 25D update in our development environment, and according to the release documentation (link), there should be a new Journey Layout option ava… -
How to cancel on going Journeys in case the Employee is Terminated/ResignedSummary: Content (please ensure you mask any confidential information): How to automatically Close/Cancel any on going Journey/Tasks in case the Employee has been Termin…
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Journey Completion criteria issue due to task should have 2 Preceding TasksSummary: Content (please ensure you mask any confidential information): The scenario we have is a Mix of Journey Completion Criteria Setting a Task with 2 Preceding Task…
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How to Reduce response box size in questionnaireSummary: Hello everyone, we are configuring Journeys for our customer and I have a question about it: when creating the questionnaire we set the Plain Text Box as the Re…
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Journey task is not getting Reassigned to a new PersonWe are reassigning a Task to some other user and the task is not getting reassigned to the new person despite showing the message that Task is Reassigned. Note the follo… -
How to see if journey template is saved as personal journey template from backend?I want to see this key in backend , is there any query to find this key in any table . I want this "Save as personal Journey template" key from backend is their any way …
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AllocateChecklist HDL not reflecting in Journeys screen for employeeSummary: We have successfully loaded AllocateChecklist HDL for an employee, but it is not showing up in Journeys, or under Person management > Allocated Checklist Conten…
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How to initiate a preboarding journey for global transfer or add assignmentSummary: How to initiate a preboarding journey for global transfer or add assignment. Global transfer and add assignment is done via ORC. Here need to initiate a preboar…
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Inactivate Gatekeeper Law ChecklistHi, We are not using the checklist in our application, but seeded Gatekeeper Law checklist can be accessed by the admin users. How we can inactive the checklist or hide …
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How do you inactivate Gatekeeper Law checklist?Summary: Content (required): Wondering how to inactivate the Gatekeeper Law checklist, as it appears to have been delivered as active and we cannot edit the delivered ch…
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Disable notification base on ACTIONSummary: Hi Expert, For New Hire Journey we are using 90 Days expire days notification should trigger Performer is Employee and Owner is HR. Now the pain issue if employ…
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Disable Edit Task, Edit Due Date, Reassign Task, Remove Task etc. for Journey assigned by employeeSummary: We're developing a Journey to request Parental Leave. We want to allow the employee to initiate that Journey from a direct link (which can be communicated by th…
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How does 'Mass Assign Journeys' work under scheduled processes?Summary: We want to allocate a journey to everyone based on Region i.e., for example: EMEA region employees we wanted to assign a journey similarly for America Region as… -
Integrating External Endpoint using Guided JourneySummary: We have a requirement to integrate an external endpoint URL to fetch recommended jobs on the assignment screen, based on the employee’s current job during a job…
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Journey not appearing under Me > My JourneysHello, We came across this issue fairly recently where when we try and allocate a checklist to a worker through the 'Allocate Checklists', for some reason it doesn't app…
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Need help to Trigger Notification if we Allocate Journey using HDL or Rest APISummary: We have a Requirement to Allocate Journey for more than 1000 employees using HDL or Rest API. Initially I used HDL (which I'm very familiar with) and noticed th…
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Event triggered Absence Sickness Journey for Line Manager QuestionSummary: Hi there, I am new to Journeys and I would like to calibrate my understanding ref triggering criteria for a Manager Journey. We have been tasked to configure a … -
Process of Archive and Purging of JourneysHi all, I wanted to get some clarity on the time period after which a journey is archived and purged. Currently we have set up Archive at 12 months and Purge at 18 month… -
"Enterprise onboarding" Category is no longer recommended when using JourneysHi All, Currently we are in 24D and moving to 25A in April'2025. We have learned that after 25A, Checklist Templates are moving to Journey App. Regarding "Enterprise Onb…
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Is there a way to restrict manager access to Team Journeys based on Journey Category?Summary: Hi, We have a requirement that managers need to see journey activity for only career development journeys of their direct reports through Me > Journeys. Other j…
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Auto Populate Fields in QuestionnaireHi All, we are trying to create a Form to use in Journeys. It has more than 30 Questions so cannot use Configurable Forms/DFFs as the limit get's breached. We are using …
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Notify Previous & New HRs as Task Performers for Transfer Journey before the transfer effective datewe have a Journey, with action = (Global) Transfer or Global Temporary Assignment, for a mobility from A to B. We want both HR from A (Home) and B (Host) to perform task…
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Do we have any field in OTBI that would capture the journey task expiry date ?Summary: I need to show the Journey expiration date in Reports, I have configured the expiry days for all the tasks in checklist templates. I couldn't find any field in …
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Error BO "AllocatedChecklist" for HSDL: You must provide a valid reference to the parent record.Hi team, we are trying to build a HSDL to mark as "Complete" a task in a Journey. We are displaying this error: "You must provide a valid reference to the parent record.… -
Update Assigned Journey Attributes Based on Modified Journey Template - processing mode?Summary: Update Assigned Journey Attributes Based on Modified Journey Template - processing mode? Content (please ensure you mask any confidential information): Hi exper… -
How to identify the Checklist Instance?Hi team, we are trying to build a HSDL to mark as "Complete" a task in a Journey. A key element to enter is "Checklist Instance" that I got it is a number: how can I ide…