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Eligibility on Checklist task

edited Sep 4, 2023 7:16PM in Journeys 1 comment

Summary:

Eligibility on Checklist task

Content (required):

Hello All,

We want to define a Task level eligibility profile under Onboarding checklist.

Example: Onboarding checklist has 2 tasks - Task A (Configurable Form with Yes/No) selection. and Task B (Document Upload)

Task B should be assigned to only those employees who has replied Yes for Task A.

Please suggest if we can achieve this requirement using Eligibility Profile with Fast Formula or any best possible approach to achieve this requirement.

Thanks,

Hinal

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