How You Manage Contextual Journeys
When you initiate a quick action from Me, My Team, or My Client Groups based on the setup there might be contextual journeys to help you complete tasks before you actually perform a transaction.
For example, when you initiate a transfer you might see a journey that includes tasks you need to do before you finally perform the action.
If you’re an employee, line manager, or HR specialist here’s what you see when you initiate a quick action that has a contextual journey associated:
| Contextual Journey Availability | What You See |
|---|---|
| If there’s only 1 configured contextual journey that qualifies for the quick action. | The preview page with the tasks of that contextual journey appears
and you can click Start This Journey. Clicking
Continue Without Journey directly takes you
to the respective quick action page. Continue Without Journey is available only to HR specialists, by default. Line managers and employees won't be able to see this button. |
| If there’s more than one contextual journey that matches the criteria. | The contextual journey gallery page displays where you can select a specific contextual journey from the options and start the journey. |
| If there’s already an in-progress assigned contextual journey and other contextual journeys also exist for the selected quick action. | The in-progress journey displays. You can use Resume to continue the journey or select a new journey. |
| If there’s no contextual journey configured for a quick action. | The transaction page directly opens for the quick action. |
- When a contextual journey displays, the user initiating the quick action can select a contextual journey and act on it. The contextual journey can't be edited or deleted.
- Completed contextual journeys aren't displayed.