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Checklist not automatically triggering based on Event

edited Sep 4, 2023 8:09PM in Journeys 5 comments

Summary

Checklist should automatically go once a Document Record is added

Content

We are trying to create a checklist for our education reimbursement process. First an Associate would add a document record (routed to Manager and Reimbursement Approver). After approval ideally we want this to kick off the Checklist so they can complete the Individual Compensation Plan after taking a class. 

We have the allocation criteria set as 'checklist manually created or record created or approved' on the General tab. On the Actions and Events tab we have the Configure Events set as Person Document Record - Document Type old value=Any Value and new value=Education Assistance Application.

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