Checklist
Discussion List
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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… -
Need help to Trigger Notification if we Allocate Journey using HDL or Rest APISummary: We have a Requirement to Allocate Journey for more than 1000 employees using HDL or Rest API. Initially I used HDL (which I'm very familiar with) and noticed th… -
Event triggered Absence Sickness Journey for Line Manager QuestionSummary: Hi there, I am new to Journeys and I would like to calibrate my understanding ref triggering criteria for a Manager Journey. We have been tasked to configure a … -
Process of Archive and Purging of JourneysHi all, I wanted to get some clarity on the time period after which a journey is archived and purged. Currently we have set up Archive at 12 months and Purge at 18 month… -
"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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Is there a way to restrict manager access to Team Journeys based on Journey Category?Summary: Hi, We have a requirement that managers need to see journey activity for only career development journeys of their direct reports through Me > Journeys. Other j…
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Auto Populate Fields in QuestionnaireHi All, we are trying to create a Form to use in Journeys. It has more than 30 Questions so cannot use Configurable Forms/DFFs as the limit get's breached. We are using …
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Notify Previous & New HRs as Task Performers for Transfer Journey before the transfer effective datewe have a Journey, with action = (Global) Transfer or Global Temporary Assignment, for a mobility from A to B. We want both HR from A (Home) and B (Host) to perform task…
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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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Error BO "AllocatedChecklist" for HSDL: You must provide a valid reference to the parent record.Hi team, we are trying to build a HSDL to mark as "Complete" a task in a Journey. We are displaying this error: "You must provide a valid reference to the parent record.… -
Update Assigned Journey Attributes Based on Modified Journey Template - processing mode?Summary: Update Assigned Journey Attributes Based on Modified Journey Template - processing mode? Content (please ensure you mask any confidential information): Hi exper… -
How to identify the Checklist Instance?Hi team, we are trying to build a HSDL to mark as "Complete" a task in a Journey. A key element to enter is "Checklist Instance" that I got it is a number: how can I ide…
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Journeys Completed Status Marked as Not Applicable and Dependent Eligibility Criteria FailedSummary: After Assigning Journeys. Journeys Completed Status is Shown as Marked as Not Applicable and Dependent Eligibility Criteria Failed. Content (please ensure you m… -
How to restrict task visibility from Line Manager for completed onboarding JourneySummary: How to restrict task visibility from Line Manager for completed onboarding Journey. We tried to change the display setting for journey task but that is only wor…
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How to hide employee's task tab from line manager in assigned journey pageSummary: Hello, How can we hide employee task tab from line manager in assigned journey redwood page. employee's tasks are empty and still showing for line managers. We … -
Has anyone encountered a ClassCastException error in an HDL load for Checklists?Summary: We have an integration that automatically allocates checklists to employees based on specific criteria, some checklists are assigned without any errors and some…
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AllocateChecklistTask not completing ChecklistsHi Experts, I am using the HDL AllocateChecklistTask to complete all tasks on checklists. It works fine and all the tasks are updated to 'Complete'. What I have found ho…
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How can we assign Journey step few days before the actual hire date?Summary: Hi Team, We do have a requirement where journey step need to be assigned to performer few days before the actual hire date. Content (required): As a part of Ent…
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We want to purge DOR based on a scheduleSummary: There are different kind of DORs and we have a requirement to purge few after 2 years and few after 6months , Where we can configure it to archive and purge aft…
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Journey - the view preceding task is not appear 25CSummary: There are two tasks handover for employee and review handover for manager, but the manager cannot see details for employee task.
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Journeys-Embed FDI report as external URL in a taskHello, We're trying to embed an FDI report into a journey using the "External URL" task type. The report is supposed to display information related to the journey's assi…
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How to rename 'Go to website' Journey task action label in Guided Journey taskI am creating a Guided Journey to display on Redwood pages using External URL as task type and adding Deep Link . The task Label is seen as 'Go to website' on the page. …
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Journeys - Task Type: External URLWith reference to FAQs on Doc ID 2662513.1, if a specific task is not available as an Application Task within Checklists, then you can create the task as an External URL… -
Allocate checklist page currently in responsive UI, How to convert it in to redwood page?All pages in Journeys are in REDWOOD, except for Allocate checklist page which is currently in responsive UI, How to convert this page into redwood a page? -
Use DFF for Journeys Eligibility ProfileSummary: I've seen previously where you could use Custom/User-Defined Criteria for an Eligibility Profile. I would like to use that feature for Journeys Eligibility Prof…
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how to fetch data from preceding task in a journeySummary: Business has a requirement where in task 1 what ever the feedback entered by line manager should be visible to employee in task 2 and emp has to acknowledge and…
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Assign checklist before actions taken on Manage Job Offer PageSummary: We have a requirement to trigger a checklist based on the actions performed through ORC, right after the ‘Move to HR’ step. Scenario: When an employee is promot…
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Journeys - Enterprise Onboarding not trigging to Pending WorkerSummary: We have created three journeys under Enterprise Onboarding step and we have added to Enterprise Onboarding, its not to trigging to pending worker. Enterprise On…
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Task Activation Formula Based on Questionnaire response stop working when qstnr not version1Summary: Hello, We have few fast formula built to determine journey task activation based on the response someone answers in past task's questionnaire. Value set, FF, an…
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You don't have the required security privileges to modify the object AllocateChecklistTaskEOYou don't have the required security privileges to modify the object AllocateChecklistTaskEO. Getting above error while loading Allocated Checklist HSDL