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Dynamic Trigger of Off Boarding Checklist

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edited Sep 4, 2023 8:06PM in Journeys 2 comments

Summary

Dynamic Trigger of Off Boarding Checklist

Content

Hello,

I have created a Off boarding checklist with 2 questionnaire tasks, 1 for employee and 1 for Line manager.

We have a requirement to trigger checklist automatically based on action Resignation for managers and task should trigger to employee on specific date mentioned by respective manager. I thought to get this input from manager in questionnaire task but wondering if we can allocate task dynamically based on that input date.

Currently I could see options : Actions and events only to trigger checklist. Looking forward any option or workaround to achieve this requirement.

 

Thanks,

Urvashi

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