Enhanced Document Records Embedded Application Task in Journeys

We have enhanced embedded document records task so that document records you submit from the embedded application task in Journeys will be routed for approvals if approval is configured. Additionally, you can now view document records that are pending approval directly from the embedded journey task.

Configure the Document Records Region in the Embedded Application Task

Document Records Region Within a Journey Task

Document Records from Embedded Application Task Routed for Approval

View Document Record that is Pending Approval from Embedded Journey Task

This feature enables the user to view document records that are pending approval directly from the embedded journey task with reduced clicks.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The completion criteria are specific to the task for which they are configured. Therefore, you need to configure the completion criteria for the Document Records embedded application task according to your requirement.

• You can view and manage data in the Document Records embedded application task based on your data security access for the application task.

Key Resources

For more information about journeys, refer to the Implementing and Using Journeys guide on Oracle Help Center.

Access Requirements

You must be granted the Manage Journey (ORA_PER_MANAGE_JOURNEY_TEMPLATE) aggregate privilege to work on journey templates.