Examples of Configuring Journey and Task Display Properties

Let's look at some examples of how you use the journey display properties to restrict access to certain areas. You configure the display in the Display Settings tab.

Journey Level

In an off boarding journey, you want to restrict line managers from seeing tasks that need to be completed by other users. You hide the section that lists others' incomplete tasks only for line managers.

You can define the access level for each user as indicated in this table.

Field	Value
Checklist Property	Others' Incomplete Tasks
Property Type	Section
Assignee	Show
Line Manager	Hide
Other User	Show

Let's see another example where you want to restrict line managers and other users from seeing the Contact Us section in an assigned journey. You hide the section only for line managers and other users.

You can define the access level for each user as indicated in this table.

Field	Value
Checklist Property	Contact Us
Property Type	Section
Assignee	Not applicable
Line Manager	Hide
Other User	Hide
Initiator	Show

Here are some points to consider:

• You can control the display of the Contact Us section only on Journeys pages and not responsive checklists and onboarding pages.
• To include the display property changes in assigned journeys, you need to run the Update Assigned Journey Attributes Based on Modified Journey Template process.

Task Level

You configure a task of the type questionnaire to collect feedback from employees on their off boarding experience. You don't want this feedback to be visible to the line manager and other users. Therefore, you don't give access to this task to the line manager and other users.

You can define the access level for each user as indicated in this table.

Field	Value
Task Property	Task Access
Property Type	Section
Performer	Allow
Owner	Show
Line Manager	Hide
Other User	Hide

Let's see another example where you want to send reminders for the tasks assigned to an employee as part of their onboarding journey. You want to enable the Send Reminder button on the Employee tasks section only for those tasks for which you want to send a reminder. For example, you want to send a reminder to the employee to sign the confidentiality agreement and read and sign the ethics code of conduct. Additionally, you don’t want to send a reminder to the employee to review campus map and directions.

To do this, configure the display settings as indicated in this table for these tasks:

• Sign the Confidentiality Agreement
• Read and Sign the Ethics Code of Conduct

Field	Value
Task Property	Send Reminder
Property Type	Action
Performer	Not Applicable
Owner	Show
Line Manager	Show
Other User	Show

Additionally, configure the display settings as indicated in this table for the Review Campus Map and Directions task:

Field	Value
Task Property	Send Reminder
Property Type	Action
Performer	Not Applicable
Owner	Hide
Line Manager	Hide
Other User	Hide

When you select multiple tasks to send reminders, the Send Reminder button will only display the count of tasks for which the Send Reminder display setting is set to Show. In this example, the count on the Send Reminder button will display 2 even if you have selected all these tasks to send reminders:

• Sign the Confidentiality Agreement
• Read and Sign the Ethics Code of Conduct
• Review Campus Map and Directions

This is because the Send Reminder display setting is set to Hide for the Review Campus Map and Directions task and the same setting is set to Show for the other 2 tasks.