Considerations for Using Embedded Application Task Type in Journeys
The Embedded Application Task type allows the user to complete application tasks and reduce navigation by using the task regions embedded in a journey task.
For example, you can perform tasks by viewing these embedded application regions:
- Document Records embedded task region to upload your birth certificate.
- Address embedded task region to provide your home address.
Here's some points to consider for using the Embedded Application Task type:
- Only the Redwood pages and regions that are displayed in the Embedded Application Task list of values (LoV) are supported.
- The completion criteria are specific to the task for which they are configured. Therefore, you need to configure the completion criteria for each embedded application task according to your requirement.
- You can view and manage data in an embedded application task based on your data security access for that application task.
- Attachments uploaded as part of the approval process don’t get stored in document records.
- Embedded journey tasks will use the approval rules that you have set up and not bypass them.
- If you change the task type configuration after the journey is assigned to an employee, the assigned journey will retain the earlier task type. However, any journey assigned after the configuration change will use the new task type. For example, if you assign a journey after changing the task type from Application Task to Embedded Application Task, the employee will see the embedded application task in the assigned journey.
- Only those embedded application tasks are supported where the worker is the task performer.
These are the supported embedded application tasks:
- Additional Compensation
- Address
- Assignment Details
- Biographical Info
- Citizenship
- Contract Information
- Demographic Info
- Disability Info
- Document Delivery Preferences
- Document Records
- Driver's licenses
- Email details
- Name
- National Identifiers
- Other Communication Accounts
- Passports
- Payment Methods
- Phone details
- Salary
- Visas and permits
- Weekly Working Hours
- Worker Seniority Dates