Checklist
Discussion List
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Journey Layout Options - Summarized task list not available in 25DSummary: We’ve received the 25D update in our development environment, and according to the release documentation (link), there should be a new Journey Layout option ava… -
How to cancel on going Journeys in case the Employee is Terminated/ResignedSummary: Content (please ensure you mask any confidential information): How to automatically Close/Cancel any on going Journey/Tasks in case the Employee has been Termin… -
Journey task is not getting Reassigned to a new PersonWe are reassigning a Task to some other user and the task is not getting reassigned to the new person despite showing the message that Task is Reassigned. Note the follo… -
How to see if journey template is saved as personal journey template from backend?I want to see this key in backend , is there any query to find this key in any table . I want this "Save as personal Journey template" key from backend is their any way …
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AllocateChecklist HDL not reflecting in Journeys screen for employeeSummary: We have successfully loaded AllocateChecklist HDL for an employee, but it is not showing up in Journeys, or under Person management > Allocated Checklist Conten…
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How to initiate a preboarding journey for global transfer or add assignmentSummary: How to initiate a preboarding journey for global transfer or add assignment. Global transfer and add assignment is done via ORC. Here need to initiate a preboar…
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Inactivate Gatekeeper Law ChecklistHi, We are not using the checklist in our application, but seeded Gatekeeper Law checklist can be accessed by the admin users. How we can inactive the checklist or hide …
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How do you inactivate Gatekeeper Law checklist?Summary: Content (required): Wondering how to inactivate the Gatekeeper Law checklist, as it appears to have been delivered as active and we cannot edit the delivered ch…
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Disable notification base on ACTIONSummary: Hi Expert, For New Hire Journey we are using 90 Days expire days notification should trigger Performer is Employee and Owner is HR. Now the pain issue if employ…
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How does 'Mass Assign Journeys' work under scheduled processes?Summary: We want to allocate a journey to everyone based on Region i.e., for example: EMEA region employees we wanted to assign a journey similarly for America Region as… -
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…
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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 … -
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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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.… -
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… -
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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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… -
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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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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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
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Employee Grievance through checklist journeyLast year 2024, we had a requirement to handle employee grievances through a checklist journey. Below is the full process for that and it is working fine in the producti…
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Ability to AutoApprove Checklist task Assignment after 13 daysHello, i'm exploring a way to setup the system in order to have a Checklist automatically assigned to employee, whenever the Line Manager doesn't approve the assignment …