Checklist
Discussion List
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Journey - Checklist Category not UpdatedHello experts, We are having an issue with checklist category. We have tried to created a new checklist category in manage common lookups. Once saved we surfed to the pa… -
In contextual Journey, can we add more than one context and context actionSummary: Can we add more than one context and context action within the same contextual journey? We have enabled this for Me and Absence, and now want to apply the same …
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Delete Journey Action Not Displaying for an assigned JourneySummary: I created a journey under the Compensation category. When I attempted to delete the journey by following the navigation path Organization Journey > Searched for…
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Multiple ESignature in Electronic Native EsignturesHi Team, I came across a blog that explains how to fetch multiple e-signatures, but I'm encountering issues with retrieving the details correctly. I believe I'm missing … -
Capture Multiple Signatures with Native E-Sign TaskSummary: Hi, Came across a blog which says that it is possible to capture multiple signature on a single report, considering there are two e-sign tasks configured. But r… -
Journey not appearing under Me > My JourneysHello, We came across this issue fairly recently where when we try and allocate a checklist to a worker through the 'Allocate Checklists', for some reason it doesn't app…
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Journey Task Completion Criteria is not working for disability info in Personal DetailsSummary: Completion Criteria condition is not evaluating criteria correctly for Disability Info Content (please ensure you mask any confidential information): We are tes… -
Journeys eligibility Fast formulaSummary: We have a requirement where the a certain number of tasks from a journey should not be assigned to the employees if they have been rehired within 6 months from …
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Clarification on Dynamic Reassignment of Task Performer in Checklist After Line Manager ChangeSummary: Clarification on Dynamic Reassignment of Task Performer in Probation Checklist After Line Manager Change (25A / 25B) Content (please ensure you mask any confide… -
SQL Query for Journeys onboarding or offboarding checklist with questionnaireSummary: Please provide example SQL query to get the question and answers of questionnaire associated with Journeys onboarding or offboarding checklist. Content (please …
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How to use ENABLE_INCREMENTAL_LOAD_EVENTS to auto assign Journey to Pending worker created by HDLSummary: We got a heads-up from a forum that we could use ENABLE_INCREMENTAL_LOAD_EVENTS option (setting it to Y) and execute the trigger of Journey for Pending Workers … -
25D Update - 'Error response during RestAction' when viewing a journey task in ExploreAfter the 25D upgrade, when a HR Specialist navigates to Journeys > Explore > select a Journey > expands any Journey task, the task details do not load and the error pop… -
I am unable to assign a checklist in bulk that is under the Survey category.Hi Team, I want to assign a checklist under the Survey category to employees in bulk. However, we are unable to allocate it using HDL or the Postman REST API, while bulk…
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Guided Journey - Questionnaire task - OTBI for responsesSummary: I have allocated a Guided Journey that has a questionnaire task in the following route: Me > My Activity Center I need to get the reponses of those answers. The…
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Start Journey Link in Default Notification Does Not Navigate to Journey PageSummary: Under Journey Setup → Journey Template, I have configured a journey checklist template for offboarding. In the notification settings, I selected Content Type = …
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Can On Boarding Journey Tasks be allocated based on recruiting typeSummary: Candidates are hired based on specific recruiting types, is there a way to trigger a specific task only for candidates (PW/ Employees) who were hired on specifi…
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Checklist Task Type Report - Unable to attach reportSummary: Receiving warning message 'You're about to save the task even though the report doesn't exist in the specified report path. Continue anyway?' when attaching the…
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How to use HDL to complete Journeys and create DORsHello experts, I'd love to understand how to complete an allocated task with HDL and still have the printed report uploaded in document record automatically. We setup a …
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What are the best settings for a video in a journey task?Summary: We want to embed a video (100MB) in an onboarding task. This video exists in the formats MP4 (windows world) and M4V for the Apple world. The video should run o… -
Journey Task email is missing documentHi, We have journey task of document type which gets triggered to the terminated employee's home email address. The email is going fine to the home email address but it'…
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OTBI - checklist template and task details reportSummary: Content (please ensure you mask any confidential information): Hello Team, We have a requirement to generate an OTBI report that provides a list of all the chec…
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Embedded Application Task Demographic Info Permission ErrorSummary: I am implementing Onboarding Journeys and add one Embedded Application Task which is Demographic Info , when I am trying to test it is showing error 'Sorry, you…
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The second of two enterprise onboarding checklists is not being triggered.Summary: Hi experts. I am working on creating an enterprise onboarding checklist which uses 2 enterprise onboarding step checklists, "Before First Day" and "First Day". …
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"Enterprise onboarding" Category is no longer recommended when using JourneysHi All, Currently we are in 24D and moving to 25A in April'2025. We have learned that after 25A, Checklist Templates are moving to Journey App. Regarding "Enterprise Onb…
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Displaying questionnaire's answers in a JourneySummary: Hi, we have created a Journey with two task and two different performers. We need that the second performer sees the answers given by the first performer in a q…
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offboarding journey shows intiator in contact info instead of the task ownerWe created a journey with category as "Offboarding". Each task has different owner configured on the Journey. When the journey is assigned automatically based on the ter…
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Offboarding activity is not appearing in the Assigned Journeys tab.We have the same permission, 'ORA_PER_MANAGE_JOURNEY_BY_HR.' I can find my ongoing offboarding journey, but A's doesn't. As shown in the screen below, A doesn't see 'off…
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Do we have any field in OTBI that would capture the journey task expiry date ?Summary: I need to show the Journey expiration date in Reports, I have configured the expiry days for all the tasks in checklist templates. I couldn't find any field in …
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Oracle search for Journeys - not giving any resultsSummary: Hi Team, **** Moving to Journeys **** We enabled journeys in DEV pod and assigned journeys tab works fine and giving results after running oracle search ACL pro…
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Tasks are getting assigned to old Line Manager in Add Employee Work Relationship JourneySummary: Hi Team, We have a requirement to allocate certain tasks to Line Managers 30 days before the effective date of a transaction(Add Employee Work Relationship). We…