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Journeys
Discussion List
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Automatic Journey Assignment upon Hire vs Nudge Reminder after 60 days of Incomplete JourneyHello Team, We have created Onboarding Journey such a way that when we hire an Employee, Automatically the person is being assigned with the Journey. It is working fine.… -
Activation Criteria is Not Working for Checklist TasksSummary: Activation Criteria is Not Working for Checklist Tasks Content (please ensure you mask any confidential information): Hi Team, We’re currently encountering a ch…
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Is there an ability to update allocated Journey Task that has a configurable form using an HDL?Summary: We have a pre-boarding journey that contains a task for Onboarding Team that having Configurable Form. The onboarding team updates a certain field on the form a…
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Journey/Onboarding - Restrict Tasks visibility for IT roleSummary: Content (required): Hello everyone, We are trying to understand if there is a way to restrict the task visibility for the IT via AoR. Our client would like to h… -
Questionnaire not visible in Journey templateSummary: Hi all, I need to select a newly created questionnaire within the journey template. However, it's not visibile in the list: Is there any steps that I am missing…
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Manage Checklist Template become redwood after 26A - Need to disable itSummary: Hello Team, as titled, our test instance after 26A update, Task Manage checklist template accessed from > setup and maintenance, moved to redwood, which profile…
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How to trigger this journey notification email for our test users?Currently we have an issue where the LOA associate receives this journey notification email to their Home email which clients want the emails to be sent to their work em…
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Journey Task Reminder ClarificationSummary: We are currently using the journey redwood page and we have a requirement to send reminder notification to the task performer starting from 7 days before the du…
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Best practice to remind pending workers and employees of pending journeys tasksSummary: Hello - we recently migrated to Journeys from Onboarding Checklists and realize that reminder notifications are no longer sending out. In checklist we had a com… -
How to trigger journeys based on Location change.Summary: How to trigger journeys based on Location change. For Example, If an employee transfers from location A to location B, checklist to be trigger and vice versa bu…
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I need to trigger/allocate Journey based on DFF valueSummary: Hello, We've added a DFF to the "Request a New Position" screen and configured a journey that is currently triggered by the "Transfer" action. However, we need …
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how to hide Actions in self-assigned journeyHi everyone, is it possible to Hide actions for self-assigned journeys? We have hide these actions from Display Settings in journey's template configuration, but they ap…
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Include Terminated Employee Details in Off-Boarding Checklist Survey NotificationHi Team, We have configured an Off-Boarding Checklist that triggers survey tasks to specific department users once an employee termination is approved. Currently, after …
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Journeys User Defined Template with Alert Composer User Not Sending Correct TemplateSummary: Hello, I have created a new template for Combined Notifications title TCH Offboarding. We only want this one to send when this specific Journey is assigned. Dur…
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Journey available in Explore tab criteriaHi everyone, is it possible that a journey is available in Explore tab only if the people have a specific action as last change in their Employment info? For example: On…
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Is it possible to click the "Completed" button without performing any actions within the task?Summary: Inside a journey task, is it possible to click the "Completed" button without performing any actions within the task? Is there a configuration that allows this …
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HI , onboarding journey not visible for new hireSummary:Created Onboarding journey for new hires(Action), able to get the list of new hires under journey console . But in employee login under me →Journey it's not visi…
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Adding Journey URL to Task Reminder AlertSummary: I'm trying to create a new template for the 'Incomplete Task Reminder for Performer' alert and want to add a link in the reminder alert back to the Assigned Jou…
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FMLA Employee Checklist - JourneysSummary: Hi Team, I would like to know if anyone implemented Journeys/Checklist for FMLA Leave type. Family and medical leave act is parental leave in US and have sequen… -
How to have a document type appear in the attachment LOV for a Journey?Summary: Are there any specific flags on the document type, or fields within the Journey, that need to be configured a specific way in order for an item to be added to t…
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Remove Default Filter under Team JourneysSummary: Has anyone been able to remove the default filter for direct reports under Team Journeys? Can we remove the filter or default it to one of the other filters (Al…
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Guided Journey Embedded Learning how to attach a Learning Item TitleSummary: I am testing the Guided Journey options for RSSP. We would like to utilize embedded learning to attach videos or documents. I have found no instruction on how t…
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Use Fast Formula with Eligibility Profile to Set Journey/Checklist Task CriteriaSummary: We're trying to use an Eligibility Profile to control task assignment in a Checklist Template. This is our configuration: Checklist Task > Eligibility Profile s…
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Where are visible the comments when allocate a checklist?Summary: Content (required): Hello everyone, May I ask you if this "comments" field is visible anywhere except manage allocated checklist? Can this field be visible in t…
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Journey task comment by performer included in the task completion notificationSummary: I have a use case where the outcome of a contextual journey task is to send a notification to the owner, and the owner needs to know the outcome of the task. I … -
How to include an Agent task (Guided Journey) in the Employee JourneyHello, We created a Guided Journey with Task Type = Agent (as shown in the image below), and we would like to understand whether it is possible to include this Guided Jo…
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What's the output of the comment box in Assign Journey page in Journey -> Explore Tab?Summary: We Can see a comment box in Journey - Explore tab, while assigning a journey to a particular person. But where does that comment gets either displayed to the Wo…
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How to customize Journey Configurable Form task layout ?Summary: We have created Configurable Form type task for a Journey Template (Person) using multiple DFFs and associated values. Currently, the sections (dff & value sets…
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Multiple contact us valuesSummary: We currently use the 'Get in touch' configuration within a journey template to display HR contact information. Is it possible to display two contacts? HR Contac…
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Trigger Journey based on DFF valueWe have two groups of hires. One group of candidates are hired directly from ORC and moved to HR. The other group are loaded through HSDL. These 2 groups are identified …