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Journeys
Discussion List
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Esignature in checklist taskSummary: Hi, Just wanted to know whether we can have a workflow for esignature in journeys task. Eg: if there is a document that needs to be signed by 2 people; Employee… -
Onboarding checklist notificationHello, We are using checklist for Onboarding, and currently there are different task will be assigned to new joiner after 15 days, 30 days, 60 days and 90 days. Currentl…
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Checklist not allocatedHi, is there a way to notify users when a checklist is not allocated to performer because of an error? Where users can track the correct allocation of checklists? Thank …
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How to make the name of a Journey dynamicSummary: Navigation: My Client Groups - Quick Actions - Show More - Checklist Templates - Medicare Information Journey We would like to dynamically append the current ye…
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Journeys- As HR, not able to search assigned journeys using Person numberSummary: Journeys- As HR, not able to search assigned journeys using Person number. The journeys can be searched using person name and journey name but not by person num… -
Is it possible to get a read request for tasks notifications?Summary: Read request for tasks notifications Content (required): The participants in the journey do not cooperate with us and do not enter their task or click finish. W…
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What is the token for Worklist in Task Assigned for Performer?Summary: Users are getting duplicate emails. We do not want the email with FYI in the subject line to go out. Content (required): Users are getting duplicate emails. One… -
How to create a journey for a marital status changeContent Dear all In a document concerning journey ´s and onboarding tasklist s a saw an image about a journey named "Change Marital Status" (see attachment). How is that… -
Unable to see journey actions in allocate journeysSummary: Unable to see journey actions in allocate journeys Content (required): Unable to see journey actions in allocate journeys Version (include the version you are u… -
Configurable Forms with a table in JourneySummary: Content (required): I have a request to collect data in a table and deploy via a Journey, is it possible to use Configurable forms to create the extensible flex… -
Need to get the 5 month, 18 month, Onboarding survey assigned date to employeeSummary:I need to get the 5 month, 18 month, Onboarding survey assigned date to employee and check the eligibility of employee to relevant survey through a table. Need t…
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Checklist for rehire and addwr actions are not allocatedSummary: Content (required): Dears, I'm facing a strange issue. I would like to create a MASTER Enterprise Onboarding that contains two enterprise onboarding steps: With… -
Onboarding checklist issue - Performer based on AoRSummary: The tasks are not assigned to the AoR but they are assigned to the initiator Content (required): Hello experts, I created an onboarding checklist with 2 tasks. … -
Electronic Signature in JourneysContent We have created task by using Electronic Signature-Native and assigned to Employee, but unable to finish task due to below error. status-part failed: Your name m… -
'Guide Me' button not visible on header pageSummary: After enabling Guided Journey, the 'Guide Me' button is visible only under 'When and Why' Content (required): Even though the Guided Journey configuration is fi… -
What tokens are available for use in the UI?Summary: I can see in a recent update the front-end UI is now support dynamic tokens. Is there a listing of what tokens can be used? Is this similar to what can be used … -
configuration of native signature - name validation questionSummary: Currently we do not have any Name Validation configured in Integration Details for e-signature name validation. Content (required): Currently we do not have any…
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"Archive and Purge Journey Data" - Force Complete option donot return any recordsSummary: Content (required): Trying to Bulk "Force Complete" a particular checklist assigned to users. This allocated checklist is in Initiated status and allocated on 2…
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Copy tasks from checklist and reallocateSummary: Copy tasks from checklist and reallocate Content (required): Hi Team, We have come across an issue where one of the tasks remained stuck though the employees ha… -
An alert with preformer nameHi all, I would like to to add an alert with paramter of preformer name. I went to Alert composer and try to add an alert like this- Hello, ${AlertUtils.userName(Recipie…
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Can we trigger the Journey to the external usersSummary: Can we trigger the Journey to the external users Content (required): Hi Experts, We have a requirement to trigger the some Surveys to the employee who were not …
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Deallocate Checklist from JourneySummary: Deallocate Checklist from Journey Content (required): Hi Team, How do we de-allocate the assigned checklist in a Journey for the employee? We do NOT want to del…
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HR checklist questionnaires, can have mandatory questions?Summary: Content (required): Hello experts, Is it possible to have the questions mandatory for a questionnaire HR checklist type? Usually in the Recruiting the questions… -
How can I see the details in the logs when a Journey is assigned?Summary: In order to troubleshot when I journey is assigned, we need more tools to view what is happening behind scenes Content (required): We have created Journeys of t…
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Triggering a questionnaire that requires managers approvalHi Everyone, We have a business requirement to Trigger a "Conflict of Interests" questionnaire to staff on a need based basis as and when required. No set criteria, it w… -
Generic report for Advanced taskSummary: Hi Team, Looking for guidance on below ask - We have requirements to configure multiple advanced tasks e.g. 15 (with document and native esignatures as task typ…
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Can Pending Workers Access their W4Summary: Hi Team, We have a task that pending workers need to complete their W4 forms as part of pre-boarding. Can you confirm if this is feasible for a pending worker, …
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Onboarding Checklist Erroring Out on Application Task PaymentSummary: Facing error on application task payment for onboarding checklist. Seeking assistance and guidance. Content (required): : Home> Me >Journeys > Link to Task Vers…
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How to have two boxes for attachments in onboarding task?Summary: Content (required): Hello experts, We have a few document tasks for the onboarding of our client which would require double separate boxes for the attachments i…
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How can we remove the explore button from Journey for few RolesSummary: How can we remove the explore button from Journey for few Roles Content (required): Version (include the version you are using, if applicable): Code Snippet (ad…User_2025-07-18-00-17-28-232 11 views 2 comments 0 points Most recent by User_2025-07-18-00-17-28-232