Contents
1 Overview
2 Prerequisites for Journeys
3 Templates
- Predefined Journey Templates
- Journey Template Definition
- Journey Allocation Criteria
- Journey Completion Criteria
- Actions Supported in Journeys
- Considerations for Configuring Actions in Journeys
- How You Configure Events in Journeys
- How You Configure Other Events in Journeys
- Example of Configuring Conditions in Journeys Based on Absence Attributes
- Configure Criteria for Journeys and Tasks Using Redwood Rule Builder
- Example of Creating an Onboarding Journey
- Considerations When Using Enterprise Onboarding Journey Category
- Considerations for Importing a Journey Template Configuration
4 Assigning Journeys and Tasks
- Journey Actors
- How Journeys are Assigned
- How You Schedule Recurring Journeys
- Attributes that Determine Journey or Task Assignment
- How Task Performers and Task Owners are Determined in Journeys
- Examples of Task Delay Duration in Journeys
5 Guided Journeys
- Overview of Guided Journeys
- Supported Task Types in Guided Journeys
- Allow External Users to Access Guided Journeys
- Enable a Guided Journey for Responsive Pages
- Enable a Guided Journey for Redwood Pages
- Enable a Guided Journey for Explore Tab in Journeys
6 Contextual Journeys
7 Surveys Using Journeys
- Overview of Surveys in Journeys
- How You Schedule Surveys in Journeys
- Example of Creating a Survey in Journeys
- How You Assign a Survey Journey
- Use Cases for Surveys in Journeys
- Create Quick Surveys in Journeys for Small Set of Workers
- Compare Journey Questionnaires, Survey Journeys, and Manager Surveys
8 Synchronize Journey Template Changes
- Overview of Synchronizing Assigned Journey Attributes
- Journey Attributes Synchronized During Process Run
9 Configure Task Types
- Overview of Journey Tasks
- Task Types in Journeys
- Considerations for Creating Journey Tasks
- How You Create Journey Tasks
10 Configure Task Groups
- Overview of Task Groups in Journeys
- Example of Creating a Task Group in Journeys
- Example of Determining Task Performers Only After a Specific Task is Completed
- Considerations for Creating Task Groups in Journeys
- How You Decide Whether to Use Tasks or Task Groups in Journeys
11 Application Task Type
- Considerations for Using Application Task Type in Journeys
- Example of Configuring Completion Criteria for a Journey Task
12 Embedded Application Task Type
- Considerations for Using Embedded Application Task Type in Journeys
- Example of Embedding an Application Task Region in a Journey Task
13 External URL Task Type
14 User Defined Content Task Type
15 Report Task Type
16 Analytics Task Type
17 Agent Task Type
18 Electronic Signature Task Types
- Configure Native Electronic Signature in Journeys
- Configure Electronic Signature Using DocuSign in Journeys
- How You Decide Whether to Use Native eSignature or DocuSign in Journeys
19 Configurable Forms
- How You Create Configurable Forms in Journeys
- Example of Creating a Configurable Form in Journeys
- Journey Descriptive Flexfields
20 Advanced Task Type
21 I-9 Task Type
- Example of Integrating Journeys with HireRight for I-9 Employment Eligibility Verification
- Create Journey Tasks for I-9 Process
- Statuses Sent from HireRight to HCM Using Journeys
- Flexfield Mapping in HireRight for Journeys
- Seeded Lookups for HireRight eVerification Status for Journeys
- Remote I9 Process in Journeys HireRight Integration
- How You Use Multiple HireRight Accounts in Journeys
- Diagnostic Report for I-9 Integration Errors in Journeys
22 Oracle Process Automation Task Type
- Integrate with Oracle Process Automation in Journeys
- Example of Creating Oracle Process Automation Tasks in Journeys
23 Use Activation Criteria to Trigger Tasks
- Overview of Activation Criteria for Journey Tasks
- Example of Activating Journey Tasks Based on Task Status
- Example of Activating Journey Tasks Based on Input to a Configurable Form
- Example of Activating Journey Tasks Based on Input to a Questionnaire
- When to Use Dependent Task and Activation Criteria in Journey Tasks
24 Journeys and Document Records
- Move Journey Task Attachments to Document Records
- How Journey Attachments are Stored in Document Records
25 Personalize Journeys
- Journey Display Properties
- How You Rename Journey Task Action Labels
- Examples of Configuring Journey and Task Display Properties
- How You Configure the Background Image for a Journey
- How You Configure the Name Format Displayed on Journey Cards
- Title for Journey Templates
26 Secure Journeys
- How You Secure Journey Template Category
- How You Secure Journey Template Operations
- How You Secure Assigned Journeys Based on Specific Templates
- Considerations for Configuring Journey Security
27 Notifications and Reminders
- How You Configure Journey Notifications
- Considerations for Journey Notifications
- How You Use Predefined Alert Templates for Journey Notifications
- Example of Translating Tokens for Journey Alerts
- Journey Features with Only Alerts-Based Notification Support
- How You Use Nudges to Send Journey Reminders
- Example of Configuring a Nudge to Send Journey Reminders
- Journey Notifications for Pending and Terminated Workers
28 Preboarding
- How You Enable Sending Journey Notifications to Personal Email
- How You Enable Access to Journeys for Preboarding
29 Deep Links in Journeys
30 Archive and Purge Assigned Journeys
- Archive and Purge Assigned Journeys
- How You Archive and Purge Assigned Journeys
- Examples of Assigned Journeys Archive and Purge
31 Oracle Search for Journeys
32 Create and Use Journeys
- How You Create Journeys
- Personal Journeys
- How You Use Journeys
- How You Assign a Journey to Multiple People
- Example of Delegating Access for Journeys and Tasks