Considerations After Mass Assigning Journeys

This table shows the considerations based on the method used to mass assign the journey.

Method Considerations
Filtered list
  • The mass allocation of journeys by using filtered lists is supported for alerts-based journeys and not for BI Publisher-based journeys.
  • The Manage list of persons link is displayed only if you have access to the Filtered Lists page.
  • This feature is available only on the Redwood Assign Journey page.
  • You must create a Filtered list from My Client Groups before it's available on the Redwood Assign Journey page. While creating the filtered list, ensure that you select Journeys in the Subscriber field.
  • A preview of the list of workers who satisfy the conditions in the Filtered List configuration is available on the Filtered Lists page and not on the Redwood Assign Journey page.
Journeys UI
  • An ESS job is activated that evaluates eligibility for the journey and it's tasks.
  • The Mass Assign Journeys ESS process is internally run to process the multiple journey assignments.
HCM Data Loader
  • Notifications aren't triggered when a journey is assigned using HCM Data Loader (HDL). You can explore a custom report to send out a generic notification or email for journey task assignees to review their tasks.
  • When a journey is assigned using HDL auto-allocation, the eligibility is evaluated using the AllowAutoAllocation attribute flag. If the attribute flag is set as Y (default value), then eligibility is evaluated at journey and task level.