Assign Journeys Using Filtered Lists

We have enhanced the process of assigning journeys by now giving you the ability to assign journeys to multiple people by using filtered lists. The filtered list can be configured by using various criteria. A filtered list is a custom list where you can define a list of persons that match the criteria.

You select the List of Persons value or filtered list to assign the journey.

Assign Journey to List of Persons

Select Person List

After the filtered list is selected and the journey is assigned, the Activity tab shows the allocation status, and the number of workers included. This list includes the workers matching the criteria in the filtered list.

Status after Assigning Journey to List of Persons

You can directly create a filtered list from the Assign Journey page. When you select List of Persons, the Manage list of persons link is displayed.

Link to View Configured Lists

When you click the Manage list of persons link, the list of configured filtered lists is displayed.

Filtered Lists

For example, create a list that includes employees based on the following criteria:

• Legal Employer – Vision Corporation
• Country – India
• Location Code – LOC_01_0_2454663235805

For the list to appear in the Assign Journey page, you need to configure the Object and Subscriber accordingly. The Object is Worker assignment extract and Subscriber is Journeys. The list with the configured object and subscriber is displayed in the Person List LoV on the Assign Journey page.

Configured List with Different Criteria

Filtered List Added for Assigning

This feature allows users to assign journeys to a group of people by configuring specific criteria. Instead of individually assigning journeys, the filtered list allows you to assign journeys to a group of people with common criteria.

Steps to Enable

• To enable the assignee type as List of Persons, refer to this topic: How do I enable the list of persons assignee type to create a filtered list to assign journeys?
• To create a filtered list, refer to this topic: How do I create a filtered list to assign journeys?

Tips And Considerations

• 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.

• Ensure the preview displays results for workers who are to be selected on the Redwood Assign Journey page.

Key Resources

For more information, refer to these resources:

• Implementing and Using Journeys guide.

• Overview of Filtered Lists in the Using Common Features for HCM guide.

Access Requirements

To create and manage filtered lists, you need this security privilege:

Functional Security Privilege	Description	Assigned to Job Role
HRC_MANAGE_HCM_LISTS_PRIV	Allows the user to manage HCM lists.	Auto Filter List Role