1. Implementing and Using Journeys
  2. Create a Guided Journey

Create a Guided Journey

You're creating a guided journey that will display to Meg who is a line manager in Vision Corp, Redwood Shores when she’s promoting Elizabeth, her direct report.

The guided journey is intended to provide guidance to Meg through the promotion process by providing details on what needs to be done at the page level and in each section of the promotion process.

Before You Start

  • Create tasks relevant for the journey such as, watch the view on how to enter promotion details, upload recommendations for promotion, answer the promotion justification questionnaire, review of assignment information, and view report on promotions in previous years.
  • Since the guided journey is specific to a particular action, you need to use the Transaction Design Studio (TDS) to associate it with an action using TDS rules. You use specific attributes available for a TDS action to further determine for whom the guided should display.
  • You select and add tasks that you want to display at the page header or section header region.

Create a Guided Journey for Promotion

  1. In the Setup and Maintenance work area, go to the Checklist Templates task.
  2. Create the Guided Journey in Checklist Templates with the category Guided Journey.
  3. Click Add and enter details as described in this table. For other fields, use default values.
    Field Value
    Name Guided Journey for Promotion - India
    Status Active
    Country All Countries
    Category Guided Journey
  4. Click Save.
  5. On the Tasks tab, create the necessary tasks that need to be part of the promotion guided journey.
  6. Click Save and Close.

Configure Rule for Promotion in Transaction Design Studio

  1. Configure a sandbox for HCM Experience Design Studio.
  2. Enter the sandbox and click Transaction Design Studio.
  3. Select the Promote action from the Action list of values (LoV) and click Add.
  4. Enter basic details.
  5. Click the Edit (pencil) icon for Page-level guided journey configuration.
  6. Select the Guided Journey you created for promotion. From the list of tasks, select those that you want to display at the page level when a user performs a Promote action.
  7. Click Done.
  8. Click the Edit (pencil) icon for the section where you want the guided journey tasks to display.
  9. Select the Guided Journey you created for promotion. From the list of tasks, select those that you want to display at the section level when a user performs a Promote action.
  10. Click Done.
  11. Click Save and Close.
  12. Publish the sandbox after testing your configuration.

When Meg initiates the Promote action for Elizabeth, she navigates to a page where she can view the Guide Me button both at the page and section levels to view tasks in the guided journey. She can click the task name and view the task details that appear in the dialog window.

Configure Rule for Redwood Promotion Page Using Business Rules

This example describes how you can enable a page and section level guided journey for the Promotion Redwood page.

  1. Enable the ORA_PER_GUIDED_JOURNEYS_ENABLED profile option. Navigate to the Manage Administrator Profile Values task in the Setup and Maintenance work area and change the profile value to Y.
  2. Configure a guided journey template by using the Guided Journey category in the Checklist Templates setup page. Add tasks that are relevant for the guided journey.
  3. Make note of the guided journey code and all task codes in the guided journey template.
  4. Enable guided journeys for the Promotion page. To do this, follow these steps:
    1. On the home page, click the My Client Groups tab.
    2. Click Show More under QUICK ACTIONS.
    3. In the Employment area, click the Promote quick action.
  5. From the Settings and Actions menu, click Edit Page in Visual Builder Studio.

    You need to have appropriate access to the Visual Builder (VB) Studio configuration to see the Edit Page in Visual Builder Studio option.

  6. Click the project you want, and then click Select.

    If you're accessing VB Studio for the first time, you need to create a project.

  7. Select the Express mode in VB Studio.
  8. Select the property values in the Page Properties section to enable the guided journey:
    1. pageGuidedJourneyCode: This variable controls the display of the guided journey at the page level. Select the same guided journey code used to create the guided journey template.
    2. pageGuidedJourneyTaskCodes: This variable controls the display of the guided journey tasks at the page level. Select the same task code used to create the task in the guided journey template. If you have multiple tasks in the guided journey, click the Add (+) icon to add more rows to enter multiple tasks.

      If you want to display all tasks in the guided journey, leave the guided journey task codes blank.

    3. detailSectionGuidedJourneyCode: This variable controls the display of the guided journey in the <section name> section, where <section name> is the region in the page where you want to enable a guided journey. Select the same guided journey code used to create the guided journey template.
    4. detailSectionGuidedJourneyTaskCodes: This variable controls the display of the guided journey tasks in the <section name> section, where <section name> is the region in the page where you want to enable a guided journey. Select the same task code used to create the task in the guided journey template. If you have multiple tasks in the guided journey, click the Add (+) icon to add more rows to enter multiple tasks.

      If you want to display all tasks in the guided journey, leave the detail section guided journey task codes blank.

      It’s recommended that you use the same guided journey for page and section level.

  9. Based on the way you configured the guided journey, when users initiate an action, they will see a banner with carousel for a page level guidance or links on the page for section level guidance.