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How do we add a OTBI report to a Task within a Survey Checklist/ Journey — Cloud Customer Connect
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How do we add a OTBI report to a Task within a Survey Checklist/ Journey

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edited Jun 10, 2023 10:30AM in Journeys 2 comments

Summary:

Hello,

There is a requirement where in the managers of the organization are required to attest their direct reports on a regular basis. And the probable solution that is being floated is to use a Survey Checklist with an OTBI report (that contains only the direct reports for the said manager) and having the managers complete that task as an attestation.

Has anyone had worked on this kind of a requirement? Or is there a better way to achieve this?


Thanks,

Sravanth

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