Checklist
Discussion List
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Mark as failedSummary: Hi Expert, Any idea about this? Task marked as failed? Thank you! Content (please ensure you mask any confidential information): Version (include the version yo… -
error when trying to fill e signature task 'You must enter a value in the required fields.'Summary: Content (please ensure you mask any confidential information): Hello, We have an e-signature task configured in Journeys. However, when an employee attempts to …
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Reminder sent from journey questionnaire date?Summary: Hi all, We need to set a reminder (via email or else) based on a date that the employee defines within the Journey's first task (which is a questionnaire) that …
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Activation Criteria is Not Working for Checklist TasksSummary: Activation Criteria is Not Working for Checklist Tasks Content (please ensure you mask any confidential information): Hi Team, We’re currently encountering a ch…
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Activation Criteria not working on Journey TaskSummary: Hello experts, We are trying to send a Journey Task to user when someone becomes a New Manager. Durning testing in our lower environment we cannot get the activ…
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Journey assigned via HDL is not visible to employeeSummary: We have mass assigned journey using HDL to employees with below METADATA|ChecklistMassAllocation|Name|Description|ChecklistAllocationCode|ChecklistName|Initiato… -
Disable Edit Task, Edit Due Date, Reassign Task, Remove Task etc. for Journey assigned by employeeSummary: We're developing a Journey to request Parental Leave. We want to allow the employee to initiate that Journey from a direct link (which can be communicated by th…
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Export Journeys into CSV FileSummary: Content (please ensure you mask any confidential information): Hello, We want to export the checklist templates into CSV File, we are using the FSM Process we c…
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Why are some journey tasks missing Assigned Date?Summary: I am reviewing some journey tasks assigned to employee's manager. I noticed some tasks do not have Assigned Date. What's the implication of this missing value. …
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Prevent Journey Task Completion for Unsaved or Unmodified RecordsSummary: Currently on Journeys, users can input data into fields and click on "Submit" without clicking on "Save" first. Content (please ensure you mask any confidential…
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Journey Task display settingWhere and how do i control the display settings on a self-assigned journey. We have trouble with the display settings of the tasks, we wish to hide Remove task from this…
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hi ,Kindly provide suggestion to implement Offboarding JourneySummary:We are trying to implement the Offboarding journeys based on customer requirement. Sharing the sample flow chart here to understand the requirement details. Kind…
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Journey tasks is not visible under my tasks in journeySummary: Journeys tasks notifications are triggered to performer but the task is not visible under my tasks in journey Content (please ensure you mask any confidential i… -
View attachments from previous taskSummary: Possibility to view the attachment inserted in the previous task Content (please ensure you mask any confidential information): We have a requirement to approve… -
Is it possible to add a video to a task without it being stored on an external platform?Today we have the possibility of adding a type of video task by integrating a URL, but how can this work if the video is stocked on our computer, for example? The docume…
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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… -
How to hide this option "Start Journey" under Actions at Specific Journey levelSummary: Hi Team, Can anyone assist that how to hide this option "Start Journey" under Actions at Specific Journey level. We have "Performance Improvement Plan (PIP) Jou… -
Contextual Journey not Triggered by Quick ActionsSummary: We created a Contextual Journey with Context = Me and Contextual Action = Document Records; it has 1 task in it and the task type is Application Type, Applicati…
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Triggering a Journey Based on Employee Birthday EventSummary: We are trying to figure out if it's possible to trigger a journey based on a employee birthday as an event Content (please ensure you mask any confidential info…
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Rehire onboarding journey did not triggered to employee.Summary: Issue:- Rehire onboarding journey didn't triggered to employee We have hired one person the hire date is 13th April through ORC, and we terminated the same pers…
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Journey Status not updating in production after loadSummary: We tried using both HDL and HSDL to force complete a journey but in our non-production we are seeing the status change to Complete. However, when we run the sam…
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Best practice for checklist notification processing modesSummary: Content (please ensure you mask any confidential information): What is the difference between the available notification processing modes for checklists? Specif… -
List of available tokens for Journey Assigned Alert notificationHello, Our client wants to notify a certain group of people (via AoR) when a journey is assigned to a worker. I assumed we can do this by adding a new recipient to the '…
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You can't access this task because you either don't have access or the task is no longer available.Summary: I’m encountering this error message when trying to access the Application tasks for “Confirm Emergency Contact” and “EEO Survey / Confirm Personal Details. You …
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Update both the Sequence of tasks & preceding tasks , will affect with in progress journeys ?Summary: Hello Team, As titled we have a requirement to rearrange the sequence of offboarding tasks and also change the preceding tasks and currently there’s already 3 o…
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Offboarding journey - Need help in configuring tasks to be allocated based on termination dateSummary: We have a requirement to enable offboarding journeys to employees and task needs to be allocated to various users based on the actual termination date. Below is… -
Electronic Signature Configurations - DocuSign ErrorWhen trying to connect the test environment to the demo docusign user, we are getting this error. We get the same error in the Redwood page (this was navigating in with … -
Is there any table in per_check or other which gives the data about what is the last update happenedSummary: I am looking for table name which gives me the data like what is the last update happened either journey or task level. Content (please ensure you mask any conf…
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Task Duration is accepting the value way beyond, is that even correct?Summary: Task Duration is accepting the value way beyond, is that even correct? I was able to save the task with Duration as 15000 Days. While the validation exist in Af…
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Can you further secure your ESigned PDF to protect from tampering?Summary: Is there a solution to provide additional security / tamper proofing to ESigned PDFs using the Oracle signature. Content (please ensure you mask any confidentia…