Enable a Guided Journey for Redwood Pages

You're configuring a guided journey that will display to Ryan who is a HCM implementer in Vision Corp, Redwood Shores when he’s creating a department using the Department Redwood page.

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

Before You Start

Set the ORA_PER_GUIDED_JOURNEYS_ENABLED and ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED profile options to Y.
Create tasks relevant for the journey such as, watch this video to add a new department, review the department naming convention guidelines, and review the functions of departments.
Since the guided journey is specific to a particular Redwood page, you need to enable the guided journey for the page by using Visual Builder (VB) Studio.
You configure properties for the tasks that you want to display at the page level or section level in the Redwood page.

Configure a Guided Journey for Add Department Page

On the application home page, click the My Client Groups tab.
Click Show More after the list of quick actions.
Click the Guided Journey quick action in the Journeys Setup area.
Click Create and enter details for the creation method you selected in the New Journey panel drawer.
Make note of the guided journey code. This code needs to be entered for the page properties in VB Studio.
Click Create Draft.
In the Tasks section of the Overview tab, create the necessary tasks that need to be part of the department creation guided journey.
Make note of the task codes. These codes need to be entered for the page properties in VB Studio.
Preview the journey and activate the journey template.

Enable Guided Journey for Add Department Page in Visual Builder Studio

On the application home page, click the My Client Groups tab.
Click Show More after the list of quick actions.
Click the Departments quick action in the Workforce Structures area.
Click Add Department. The New Department page is displayed.
From the Settings and Actions menu in the global header area, click Edit Page in Visual Builder Studio. Ensure the user has appropriate access to the VB Studio configuration to see the VB Studio option.
Select the project from the list and then click Select. Note that in case you're accessing VB Studio for the first time, you must create a project.
Select Express mode in VB Studio.
To enable the guided journey, configure these page properties:
1. Set Guided Journeys Code at the page level: This property controls the display of the guided journey at the page level. Set it with the journey code you noted in step 4 under Create a Guided Journey for Add Department Redwood Page.
2. Set Guided Journeys Task Codes at the page level: This property controls the display of guided journey tasks at the page level. Set it with the task codes you noted when creating the page level guided journey tasks. Use the + icon to add more rows to display multiple tasks.
  If you want to show all tasks of the guided journey, leave the page guided journey task codes blank.
3. Set Guided Journeys Code at the Section Level: This property controls the display of the guided journey in the <section name> section where <section name> is the name of the section in the page where you want to enable the guided journey. Set it with the journey code you noted in step 4 under Create a Guided Journey for Add Department Redwood Page.
4. Set Guided Journeys Task Codes at the Section Level: This property controls the display of guided journey tasks in the <section name> section where <section name> is the name of the section in the page where you want to enable the guided journey. Set it with the task codes you noted when creating the section level guided journey tasks. Use the + icon to add more rows to display multiple tasks.
  If you want to show all tasks of the guided journey, leave the detail section guided journey task codes blank.
Click Preview in VB Studio to view the guided journey details.