Checklist
Discussion List
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Journey - Signature transfer to document records times outSummary: I have a native e-signature task that i would like to transfer to document records. I followed the attached instructions, but when we sign the task it times out… -
In progress and Initiated what's the different?Summary: In progress and initiated different Content (required): Hi, I made a report using analysis of checklists. In task status, I don't understand the different betwe…
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Journeys - Limiting checklist visibility in Explore TabSummary: Other than setting specific roles to Checklist configurations, is there any other way to limit the access of HRs to certain checklists in Explore Tab? Content (…
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How is the task visibility order determined for a checklist for assigned journeys?Summary: I created a Position Change Journey of type Onboarding and a New Hire Journey of type Enterprise Onboarding.The Checklist property is set to "hide" the Incomple… -
Alert based notifications in worklist is not showing claim buttonSummary: We are using Journeys with Alert based notifications. Alert Task Assigned Combined Notification is assigning Journey tasks to both performer and owner. Owner = …
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Hide Display Settings Section from Edit TaskSummary: Content (required): Hello Experts, We have activated Journey module in production and we are currently trying to hide the display settings section from the "Edi… -
Are the purge/archive fields in journey configuration no longer mandatory?Summary: My client is on 23A, and we have advised them on timelines to archive and purge their journeys across all workstreams as best practice. Yesterday they reached o… -
Security - Privilege needed to be able to see all the direct reports' journeys as a managerSummary: What privilege should I add to my manager role to see all the list of values and assigned direct reports to journeys page? Content (required): Security Roles - …
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Capability of changing Task Sequence order-Onboarding ChecklistsSummary: Capability of changing Task Sequence-Onboarding Checklists. Content (required): As we are moving from Onboarding to Journeys in PROD soon, we have come up with … -
Turn off/edit Checklist NotificationSummary: I need to edit, or possibly, turn off a checklist notification, but I am unable to locate it. I found the initial 'you've been assigned' template in Alert Compo…
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Capability of Using Photo in the notes section-Onboarding TasksSummary: Capability of Using pictures in the notes section-Onboarding Tasks Content (required): We have a task that says Upload Your Photo under Pre-day 1 checklist wher…
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Can We Mass complete the Checklist tasks using HSDLSummary: Hi We have a requirement , to mark few tasks in checklist to complete as a HR user using HSDL template . Can anyone please confirm if it is possible to mass com… -
Task Groups Unavailable for Enterprise Onboarding Step Type ChecklistsSummary: Hi, Is this expected behavior? I am able to leverage Task Groups for all Checklist Templates so long as the Checklist Template category is not Enterprise Onboar… -
Complete List of Tasks in onboarding check list are not getting allocated when processed using HSDLSummary: We have a requirement for allocating On boarding checklist using HSDL for Employees who are also loaded using HSDL. When we allocated checklist template using H…
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Journeys Survey Expired issueSummary: Hi Team, We have created survey and assigned to all the employees but the Survey is automatically expiring after 24 hrs from allocation date though I have not g…User_2025-12-12-00-29-01-073 71 views 1 comment 0 points Most recent by Dineshkumar Ramarao Journeys
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Creation of Sub tasks under tasksSummary: Hi Everyone! Is there any possibility to create a sub task under a task. ? For Example under the task "All Year/semester mark sheets" a sub task under that? Ver…
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Example onboarding JourneysSummary: I'm looking for good examples of onboarding Journeys. We are already looking at the seeded examples but are looking for best practices for specifically the inte…
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How can I include an Employee's Termination Date in a Journey Task?Summary: When a journey task is assigned to a performer, relevant information like "termination date" is not included. The only info provided is the Employee Name and Pe…
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Best practices for Journeys functionality adoption rate within organization?Summary: How to boost the completion rate of allocated journeys within an organization? Content (required): Hi All, Does anyone have any ideas/best practices on driving …
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How to report on e-signature tasks once the checklist has been purged?Summary: We have certain e-signature tasks where end users enter their display name against the verbiage of a task (Notes section) and want to know how can this data be … -
More than one person on a task for a JourneySummary: Is there a way to have a line manager on a task and send an FYI to another manager or department? The line manager is given a list of tasks yet those tasks invo… -
Unable to submit Journeys Survey - assigned employee HDLSummary: Hi Team, We were able to Assign the Journeys survey through HDL but in UI as an employee not able to submit the assigned survey and are facing the below error. …User_2025-12-12-00-29-01-073 113 views 1 comment 0 points Most recent by Shweta Ganguly-Oracle Journeys
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When a user loads an attachment to DOR through Journey task, can they determine To Date as well?Summary: When a user uploads a document through a journey task and that is associated with a Document Type. Is it possible to bring in the document records' TO DATE attr… -
Assign to Self and Start Journey easilySummary: Is there any plan to make it easier for end users to select a journey from the catalog and immediately start (i.e. open) it without first having to assign it to…
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Update Assigned Journey Attributes Based on Modified Journey Template did not update Task NotesSummary: For Preboarding journey we have updated the Task Notes of a task, hence we have processed the "Update Assigned Journey Attributes Based on Modified Journey Temp…
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Is there an HDL template to load Journeys checklists?Summary: I wanted to see if there was a template available to load Journeys checklist and tasks instead of having to recreate them in each environment. Similar to HDL te…
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How to make Journey Questionnaire feedback non-visible to othersSummary: I've created company specific off boarding (1) questions (2) questionnaire template (3) questionnaire. The Questionnaire is assigned to a checklist template and…
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Journeys Survey Template - survey Completion notificationSummary: Hi All, In Journeys survey template, can create completion notifications upon completion of survey. is this feasible. i don't see any specific option for survey…User_2025-12-12-00-29-01-073 61 views 1 comment 0 points Most recent by Shweta Ganguly-Oracle Journeys
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Journeys Survey template - Reminder NotificationsSummary: Hi All, In Journeys survey templates, Is there any feasibility to use the reminder notifications to follow up with users on survey completion. Please advise. Jo…User_2025-12-12-00-29-01-073 41 views 1 comment 0 points Most recent by Shweta Ganguly-Oracle Journeys
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Journeys Survey - Completion percentage % barSummary: Hi Team, How to display the Journeys Survey questionnaire Completion percentage bar in survey questionnaire UI and also 'save' button option. Please advise. Con…User_2025-12-12-00-29-01-073 41 views 1 comment 1 point Most recent by Shweta Ganguly-Oracle Journeys