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OBI and Transitions — Cloud Customer Connect
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OBI and Transitions



Is there anyone that has created a report/dashboard that adds a link to a step/task that needs to be executed in Transitions?


Hi everyone,

Just wanted to see if anyone had ever been able to create a report/dashboard that provides the end user a link directly to the step/task?  I think it would be something such as "Confirm Onboarding Complete" as the task in one column and to the right you would see a link (similar to onboarding where you see execute or reassign).  I imagine through deep linking this is possible but want to see if anyone had a similar thought process.  This way the dashboard can be an extention of onboarding and allow for better refinement of tasks and managing the queue

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