Create a Guided Journey to Launch Manager Edge

Here's how you create a guided journey to launch Manager Edge.

Before you start

• Set the ORA_PER_GUIDED_JOURNEYS_ENABLED and ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED profile options to Y.
• Since the guided journey is specific to a particular Redwood page, you must enable the guided journey for the page by using Visual Builder (VB) Studio.

Here's what to do

1. On the Applications home page, click the My Client Groups tab.
2. Select Show More after the list of quick actions.
3. Select the Guided Journey quick action in the Journeys Setup area.
4. Click Create and enter details for the creation method you selected in the New Journey panel drawer.

   Make note of the guided journey code. You enter this code for the page properties in Visual Builder Studio.

5. Select Create Draft.
6. Select Add in the Tasks section.
7. Specify the task name and status.
   Make a note of the task code. You enter this code for the page properties in Visual Basic Studio.
8. Enter the following:

   Field	Value
   Task Type	Agent
   Agent Type	Workflow Agent
   Workflow Agent	Manager Edge

9. Preview the journey and activate the journey template.
10. Select Save and then Activate.
11. On the Applications home page, Navigate to Me > Touchpoints.
12. From the Settings and Actions menu in the global header area, select Edit Page in Visual Builder Studio.
    Ensure that you have appropriate access to the VB Studio configuration to see the VB Studio option.
13. Select the project from the list and then click Select.
14. Select Express in Visual Builder Studio.
15. Navigate to Show Journey on Employee's Dashboard page property and select the guided journey code created in step 4.
    A preview of the guide journey on the page is displayed.
16. Select Publish.