Considerations for Using Application Task Type in Journeys

The application task type allows the user to directly navigate to the application page from a journey task. For example, navigate to the Document Records page from the journey task to upload your degree certificate.

Here's some points to consider for using the Application task type:

• To know the list of available application tasks, you need to check the Application Task LoV on the journey task setup page.
• If a specific task is not available in the Application Task LoV, then you can create the task as an External URL task type and provide the deep link of that page (provided there is one) in the URL field. You can check for deep links available in your environment by navigating to Tools > Deep Links.
• To configure Application Tasks, the user configuring the task needs to have a person record associated to them. Additionally, the quick action should not be disabled via Structure menu.
• If a configured application task can't be accessed from a journey task, check if it can be accessed directly from Quick Actions. Also, check if the user accessing the task has the necessary security privileges for the selected task and journey assignee.
• Completing an application task doesn't automatically complete the journey task.
• You can open application task pages that are Redwood enabled from Journeys.
• Based on the profile option selected for the application task, the user is navigated to the Redwood or Responsive page for the application task.
• The Responsive page won't open if Redwood is enabled for the application task.
• If you have configured a Redwood application task and the profile option for the application task is subsequently disabled, then you won't be automatically redirected to the Responsive application page.
• The completion criteria are specific to the task for which they are configured. Therefore, you need to configure the completion criteria for each application task according to your requirement.
• You can reassign application tasks. If notifications are enabled, the person to whom its reassigned will receive the notification. Also, the task takes the user to the task performer's application task page. For example, Meg is a task performer and has been assigned the Personal Details application task. She reassigns the task to Ravi. Then, according to the application design, when Ravi accesses the application task, he will be navigated to his Personal Details page.