Overview of Synchronizing Assigned Journey Attributes
You may want to include any journey or task related changes in already assigned journeys. You can do this using the Update Assigned Journey Attributes Based on Modified Journey Template process.
You can run this process in the Scheduled Processes area only for journeys and tasks that are in progress and not in terminal status. Based on the parameters you specify, the process updates those attributes in the assigned journey or task. You require the Run Global HR Processes function privilege to run this process manually.
Process Parameters
When running the process you need to specify the values for the parameters listed in this table.
| Process Parameters | Details |
|---|---|
| Checklist Name | List of checklists that can be updated. The checklist names display as IDs in the ESS Process Details dialog box. |
| Task name | List of tasks that can be updated. The task names display as IDs in the ESS Process Details dialog box. You must provide a checklist name if you provide the task name parameter. |
| Person Numbers | Person number or comma separated values for person numbers. If you don’t provide person numbers, the ESS process synchronizes attributes across all open assignments of that journey and task. |
| Configuration | Configuration comprises the checklist and task attributes enabled for synchronization on the Configurations tab in the Checklist Templates page. When you add a configuration, you need to enable it first and then enable some or all of the attributes that you want to synchronize. |
Process Results
You can use the log files to validate the synchronization process. If you try to update a task that doesn’t exist in the selected checklist, the process stops.
Points to Note
You can’t use the ESS process to assign a new task that you add to a checklist template. Similarly, it can’t be used to delete an assigned task if you delete the task from a checklist template. You will need to make such changes through the user interface, HDL, or REST API. You can’t use the ESS process to update the Basic eSignature, Embedded Learning, I-9, OPA, Document, Questionnaire, and Configurable Form task types.
Any task related change that you make in these scenarios aren’t synchronized:
- When you change the task type, for example, from Manual to Video.
- When you update the configuration of an existing Questionnaire and Configurable Form task.
- When you change the preceding task configured in a checklist.