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Is there a possibility to refer to tokens in the NOTES section of the Journey task? — Cloud Customer Connect
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Is there a possibility to refer to tokens in the NOTES section of the Journey task?

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edited Sep 4, 2023 7:29PM in Journeys 3 comments

Summary:

Ability to use tokens (for e.g. person_number/name of performer/ allocated_Checklist_id or task_id ) in the notes section like there are options for Alerts and make it more personalized or show additional information from the database that is not easily available to the performer.

Content (required):

In the journey task, we have the ability to give the task type as report and give the report object. When the notes section is displayed to the performer, the See document will take the user directly to BIP.

In some tasks, we require the NOTES section displayed to the performer to set of reports rather than just one.

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