Overview of Activation Criteria for Journey Tasks
You can use the activation criteria when you need to activate dependent tasks based on the user's response to a preceding task.
- Marks a task as either Done or Not Applicable.
- Responds to a specific question with a specific response in a Questionnaire task.
- Provides input to a specific segment with a specific value in a Configurable Form task.
You can configure an activation criteria when you create a task. This causes the task to be activated when the criteria is met. For example, say you have a task where employees need to respond with a Yes or No for their vaccination certificate. If they answer Yes, you can use the activation criteria to check for this response and trigger a dependent task where they can upload their vaccination certificate. If they answer No, you can use the activation criteria to check and trigger a dependent task where they respond to a Wellness check questionnaire. You can achieve this by renaming the Done button to Yes and the Not Applicable button to No. You can then configure Activation Criteria for the respective dependent tasks.
You can configure dependent tasks to activate Task 2 only after Task 1 is completed. If Task 1 has a pending approval, the configuration won’t wait for the Task 1 approval to be completed. The Task 2 is activated when the employee completes Task 1.
Configuring the Activation Criteria
- Create a fast formula that includes conditions. The formula type needs to be Participant and Rate Eligibility.
- Associate the fast formula to an eligibility profile.
- Select the eligibility profile as the task activation criteria for the dependent task that needs to be activated if the condition is met.
You can only access these attributes of the dependent task in the fast formula:
- ACTUAL_END_DATE
- ALLOCATED_CHECKLIST_ID
- ALLOCATED_TASK_ID
- ATTRIBUTE_DATE1
- ATTRIBUTE_DATE2
- ATTRIBUTE_DATE3
- ATTRIBUTE_NUMBER1
- ATTRIBUTE_NUMBER2
- ATTRIBUTE_NUMBER3
- ATTRIBUTE1
- ATTRIBUTE2
- ATTRIBUTE3
- ATTRIBUTE4
- ATTRIBUTE5
- COMPLETED_BY
- DEP_ALLOCATED_TASK_ID
- FLEX_CONTEXT_CODE
- PERFORMER_PERSON_ID
- PERFORMER_USERNAME
- QUESTIONNAIRE_ID
- REOPEN_DATE
- STATUS
- TARGET_END_DATE
How the Activation Criteria is Evaluated
The activation criteria is evaluated based on the response of the user. It’s unlike the task eligibility profile which is evaluated at the time of journey assignment.
All the dependent tasks are visible but grayed out. Once the activation criteria is evaluated, tasks that meet the criteria become visible and active. Tasks that don’t meet the criteria won’t be visible. A task that doesn’t meet the activation criteria is no longer displayed once the preceding task reaches a terminal status.
Consider these use cases:
Automatic Reopening of Task Marked as Not Applicable
- If task 1 is marked as Done, then task 2 should be activated.
- If task 1 is marked as Not Applicable, then task 3 should be activated.
In this case, when the user marks task 1 as Done, task 2 gets activated and task 3 is automatically marked as Not Applicable and can't be acted upon. Now, even if task 1 is reopened and the user marks task 1 as Not Applicable, task 3 won't be activated. This is because the activation criteria won't be re-evaluated again for the reopened task 1.
Manual Reopening of Task Marked as Not Applicable
The application can automatically mark a task as non-applicable if the task is configured with an associated activation criteria. If a dependent task is activated based on the main task, the dependent task can't be reopened. For example, consider this scenario. Task 2 and task 3 are dependent on task 1. When the user marks task 1 as Done, task 2 is activated and task 3 is automatically marked as Not Applicable. In this case, you can't reopen task 3 because it was automatically marked as Not Applicable based on the activation criteria configured in task 1.
For more information about fast formulas, see the Administering Fast Formulas guide on Oracle Help Center.