1. Implementing and Using Journeys
  2. Enable a Guided Journey for Responsive Pages

Enable a Guided Journey for Responsive Pages

You're configuring a guided journey that will display to Meg who is a line manager in Vision Corp, Redwood Shores when she’s promoting Elizabeth, her direct report.

The guided journey is intended to provide guidance to Meg through the promotion process by providing details on what needs to be done at the page level and in each section of the promotion 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 the view on how to enter promotion details, upload recommendations for promotion, answer the promotion justification questionnaire, review of assignment information, and view report on promotions in previous years.
  • Since the guided journey is specific to a particular action, you need to use the Transaction Design Studio (TDS) to associate it with an action using TDS rules. You use specific attributes available for a TDS action to further determine for whom the guided should display.
  • You select and add tasks that you want to display at the page header or section header region.

Configure a Guided Journey for Promotion Page

  1. On the application home page, click the My Client Groups tab.
  2. Click Show More after the list of quick actions.
  3. Click the Guided Journey quick action in the Journeys Setup area.
  4. Click Create and enter details for the creation method you selected in the New Journey panel drawer.
  5. Click Create Draft.
  6. In the Tasks section of the Overview tab, create the necessary tasks that need to be part of the promotion guided journey.
  7. Preview the journey and activate the journey template.

Configure Rule for Promotion in Transaction Design Studio

  1. On the My Client Groups tab, click HCM Experience Design Studio under Quick Actions.
  2. Configure a sandbox for HCM Experience Design Studio.
  3. Enter the sandbox and select HCM Experience Design Studio from the Tools menu.
  4. Click the Transaction Design Studio tab.
  5. Select the Promote action from the Action list of values (LoV) and click Add.
  6. Enter the basic details.
  7. Click the Edit (pencil) icon for Page-level guided journey configuration.
  8. Select the guided journey you created for promotion. From the list of tasks, select those that you want to display at the page level when a user performs a Promote action.
  9. Click Done.
  10. Click the Edit (pencil) icon for the section where you want the guided journey tasks to display.
  11. Select the guided journey you created for promotion. From the list of tasks, select those that you want to display at the section level when a user performs a Promote action.
  12. Click Done.
  13. Click Save and Close, and then click Done.
  14. Publish the sandbox after testing your configuration.

When Meg initiates the Promote action for Elizabeth, she navigates to a page where she can view the Guide Me button both at the page and section levels to view tasks in the guided journey. She can click the task name and view the task details that appear in the dialog window.