Examples of Configuring Journey and Task Display Properties
Let's look at some examples of how you use the journey display properties to restrict access to certain areas. You configure the display in the Display Settings tab.
Journey Level
In an off boarding journey, you want to restrict line managers from seeing tasks that need to be completed by other users. You hide the section that lists others' incomplete tasks only for line managers.
You can define the access level for each user as indicated in this table.
Field |
Value |
---|---|
Checklist Property |
Others' Incomplete Tasks |
Property Type |
Section |
Assignee |
Show |
Line Manager |
Hide |
Other User |
Show |
Let's see another example where you want to restrict line managers and other users from seeing the Contact Us section in an assigned journey. You hide the section only for line managers and other users.
Field |
Value |
---|---|
Checklist Property |
Contact Us |
Property Type |
Section |
Assignee |
Not applicable |
Line Manager |
Hide |
Other User |
Hide |
Initiator | Show |
- You can control the display of the Contact Us section only on Journeys pages and not responsive checklists and onboarding pages.
- To include the display property changes in assigned journeys, you need to run the Update Assigned Journey Attributes Based on Modified Journey Template process.
Task Level
You configure a task of the type questionnaire to collect feedback from employees on their off boarding experience. You don't want this feedback to be visible to the line manager and other users. Therefore, you don't give access to this task to the line manager and other users.
You can define the access level for each user as indicated in this table.
Field |
Value |
---|---|
Task Property |
Task Access |
Property Type |
Section |
Performer |
Allow |
Owner |
Show |
Line Manager |
Hide |
Other User |
Hide |
Let's see another example where you want to send reminders for the tasks assigned to an employee as part of their onboarding journey. You want to enable the Send Reminder button on the Employee tasks section only for those tasks for which you want to send a reminder. For example, you want to send a reminder to the employee to sign the confidentiality agreement and read and sign the ethics code of conduct. Additionally, you don’t want to send a reminder to the employee to review campus map and directions.
- Sign the Confidentiality Agreement
- Read and Sign the Ethics Code of Conduct
Field |
Value |
---|---|
Task Property |
Send Reminder |
Property Type |
Action |
Performer |
Not Applicable |
Owner |
Show |
Line Manager |
Show |
Other User |
Show |
Additionally, configure the display settings as indicated in this table for the Review Campus Map and Directions task:
Field |
Value |
---|---|
Task Property |
Send Reminder |
Property Type |
Action |
Performer |
Not Applicable |
Owner |
Hide |
Line Manager |
Hide |
Other User |
Hide |
- Sign the Confidentiality Agreement
- Read and Sign the Ethics Code of Conduct
- Review Campus Map and Directions
This is because the Send Reminder display setting is set to Hide for the Review Campus Map and Directions task and the same setting is set to Show for the other 2 tasks.