Examples of Loading Checklist and Task Display Properties

This topic looks at how you use display properties to restrict access both at the checklist and task level using HCM Data Loader.

Creating the Display Properties at the Checklist Level

In an off boarding checklist, you want to restrict line managers from seeing tasks that other users need to complete. You hide the Others' Incomplete Tasks section that lists others' incomplete tasks only for line managers. This example Checklist.dat file creates the display properties for a checklist section.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|Country
MERGE|Checklist|Offboarding Checklist|OFFBOARD|ORA_CHK_ACTIVE|Checklist for Offboarding|METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionType
MERGE|ChecklistTask|Offboarding Checklist|OFFBOARD||Submit Exit Survey|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_MANUALMETADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValue
MERGE|ChecklistProperty|Offboarding Checklist|OFFBOARD|ORA_OTHER_INCOMPLETE_TASKS|||Hide|||||

Creating the Display Properties at the Task Level

You configure a task of the type questionnaire to collect feedback from employees on their onboarding experience. You don't want this feedback to be visible to the line manager and other users. Therefore, you don't give line managers and other users access to the Task Access section. This example Checklist.dat file creates the display properties for a task section.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|Country
MERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionType|QuestionnaireCode
MERGE|ChecklistTask|Onboarding Checklist|ONBOARD||Onboarding Feedback|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_QUESTIONNAIRE|ONBOARDING_SURVEYMETADATA|ChecklistTaskProperty|ChecklistName|ChecklistCategory|Property|ChecklistTaskName|Manager|Other|Performer|Owner
MERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_DISPLAY_ACTIVITY|Onboarding Feedback|Hide|Hide||

Overriding the Display Properties at the Task Level

You can override the display properties you specified at the checklist level at the task level. This example Checklist.dat file overrides the display properties for a task action.

METADATA|Checklist|ChecklistName|ChecklistCategory|Country|ActiveInactiveFlag|Description
MERGE|Checklist|Checklist Task Display|ONBOARD||ORA_CHK_ACTIVE|Demo task display property overrides at checklist level
METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|ActionType|EsignType
MERGE|ChecklistTask|Checklist Task Display|ONBOARD||Manual Task|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUAL|
MERGE|ChecklistTask|Checklist Task Display|ONBOARD||Basic esign Task|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_ESIGN|ORA_BASIC_SIGN
METADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Country|Property|ActionType|ActionSubType|Manager|Other|Performer|Owner|PropertyValue

COMMENT ChecklistTaskProperty modification at checklist level - with ActionType
MERGE|ChecklistProperty|Checklist Task Display|ONBOARD||ORA_ACTION_REMOVE|ORA_CHK_MANUAL||Hide|Hide|Hide|Hide|

COMMENT ChecklistTaskProperty modification at checklist level - with ActionType and ActionSubType
MERGE|ChecklistProperty|Checklist Task Display|ONBOARD||ORA_ACTION_REMOVE|ORA_CHK_ESIGN|ORA_BASIC_SIGN|Show|Show|Hide|Show|