Create Guided Journeys for Redwood Pages in the Setup and Maintenance Work Area

A guided journey helps users complete tasks by facilitating a business process. Administrators can create a guided journey to embed tutorials, company policies, and best practices at the page or section level. For example, a guided journey could be created to help an employee create a requisition.

NOTE: In this update, guided journeys aren't yet supported on all Redwood pages.

In update 24C, you could use the Checklist Templates task in My Client Groups to create guided journeys for selected Procurement Redwood pages. In update 24D, you can now set up guided journeys in the Setup and Maintenance work area, which consolidates your access to setup tasks in one work area. The steps to create a guided journey have also changed.

Let’s take a closer look at the use-case scenario of an employee creating a requisition. For example, you could create a guided journey that embeds a training video for the employee to review before submitting a request. The text is yours to enter, tailored to the needs of your particular use case and company. In the following example, you have a video to watch in the panel that opens. You could also link to an external website or add a checklist for additional guidance.

Guided Journey Example of Administrator-Created Video

In the following example, you can see guided journey tasks at the page and section level. The page-level guided journey tasks are displayed as a train stop below the "How to fill out this request" guided journey header, with two dots that correspond to two tasks in the journey. The section-level guided journey tasks are below the Source section header.

Guided Journey Task Examples at the Page and Section Levels

Create a Guided Journey and Associate a Page

At a high level, creating a guided journey is a two-step process:

1. Create a guided journey template.
2. Associate the guided journey tasks at the page or section level of an application page using Oracle Visual Builder Studio (VB Studio) in Express mode.

Create a Guided Journey

1. In the Setup and Maintenance work area, go to the Guided Journeys task:
   • Offering: Select Procurement offering
   • Functional Area: Application Extensions
   • Task: Guided Journeys
2. Click Create.
3. Select a creation method, and note the value in the Code field for later use:
   • If you select Use existing, you can choose an existing guided journey from the drop-down list.
   • If you select New, enter a name. Note that the name you entered autopopulates the Code field when you click in it

You can change the code if desired, but it must be unique among your journeys. You will use this code later to associate a guided journey with a page using VB Studio in Express mode.

4. Click Create Draft.
5. (Optional) Click Add to upload a background image. 
6. In the Tasks section, click Add to add tasks to your guided journey. Complete the fields in the New Task dialog box and click Save.

   • Each task must have a Task Name and task Code. You can use the task code later to associate a task with a page using VB Studio in Express mode. Note the task code if you plan to use it later.

   • (Optional) Change the status of the task to Active or Inactive.

   • (Optional) Sequence the task.

7. Click Activate. The guided journey is ready to use.
8. Click Preview to test your guided journey.

Associate a Page

To determine whether you can extend a specific page using Oracle Visual Builder Studio (VB Studio), go to the page and open the Settings and Actions menu. Look for the Edit Page in Visual Builder Studio task.

Settings and Actions Menu

You can't use VB Studio to edit the page if you don’t see the Edit Page in Visual Builder Studio task.

When you open a page in VB Studio, you can extend it only using Express mode. Advanced mode isn’t supported. Express mode is displayed in the VB Studio header region.

Header Region in VB Studio Showing Express Mode

To associate a guided journey to a page in VB Studio Express mode:

1. Navigate to the page you want to associate with the guided journey.

2. Select the Edit Page in Visual Builder Studio task in the Settings and Actions menu.

3. Navigate to the Page Properties section (formerly the Constants tab). Wait for the page to load completely before proceeding to the next step.

4. Locate the journey code property you want to modify, and enter the page- or section-level code from the guided journey into the property field in VB Studio.

   Property Name in VB Studio	Field Name in Guided Journey	Description
   Page Guided Journey Code	(journey) Code	Enter a journey code in the page level field to display guided journeys at the page level.
   Page Guided Journey Task Codes	(task) Code	Enter a task code in this page level field to display tasks at the page level. Separate multiple task codes with a comma.
   Section Guided Journey Code	(journey) Code	Enter a journey code in this section level field to display guided journeys at the section level.
   Section Guided Journey Task Codes	(task) Code	Enter a task code in this section level field to display tasks at the section level. Separate multiple task codes with a comma.

Journey Code Fields in VB Studio

5. Click Preview to see your guided journey before publishing it.

6. Click Publish when you are finished with your changes.

See the Guided Journeys Configuration Using Page Properties section of the Extending Redwood Applications for HCM and SCM Using Visual Builder Studio guide for a worked example.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Prerequisites

Before you can start working with VB Studio, a systems administrator must complete some initial setup. For instructions, see Set Up VB Studio to Extend Oracle Cloud Applications.

Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to ensure the ORA_PER_JOURNEYS_ENABLED and ORA_PER_GUIDED_JOURNEYS_ENABLED profile options are set to Y at the site level. These profile options enable journeys.

Tips And Considerations

You can:

• Create guided journeys at the page or section level.

• Associate guided journeys in VB Studio Express mode only. VB Studio in Advanced mode isn’t supported for journeys.

• Create only guided journeys for Oracle Fusion Cloud SCM and Oracle Fusion Cloud Procurement. Other types of journeys, such as contextual and survey, aren’t supported.

• Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to see a list of the available profile options.

• Use the Checklist Lookups task in the Setup and Maintenance work area to see a list of the available lookups.

Key Resources

Check the following resources to understand the prerequisites and steps to create instances and workspaces

• Set Up VB Studio to Extend Oracle Cloud Applications - Learn how to create a VB Studio instance.
• Get Started with Oracle Visual Builder Studio—Learn how to create a workspace in VB Studio and the prerequisites for enabling guided journeys.
• Extending Redwood Applications for HCM and SCM Using Visual Builder Studio – Learn how to extend your pages with guided journeys using VB Studio in Express mode.
• Implementing and Using Journeys – Learn how to create and use journeys. Although this guide was written for Oracle Fusion Cloud HCM, the concepts apply to Oracle Fusion Cloud SCM.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Journey (ORA_PER_MANAGE_JOURNEY_TEMPLATE)
• Administrator Sandbox (FND_ADMINISTER_SANDBOX_PRIV)

These privileges were available prior to this update.