by Shikha Agarwal

23D - Configure Completion Criteria for Each Journey And Task

The most awaited feature of journeys has arrived!

Now, you have the capability to specify the conditions that individuals/task performers must meet by providing the necessary details in the application task before marking it as completed.

This enhanced feature of using “Configure Completion Criteria feature” allows you to set rules based on data from supported application objects. For instance, you can create rules to verify that a new employee has submitted the necessary data before marking their journey task as finished.

Here are the steps to configure this feature:

  • You can navigate to checklist templates Setup and Maintenance >> Task >> Search >> Checklist Templates OR My Client Groups >> Quick Actions >> Show More >> Employment >> Checklist Templates

  • Create the checklist

General tab:

23d-general-tab.png Create a task by clicking on the Tasks tab (as an example, I am using Personal Details application task)

Note: To view some of the application tasks like “Personal Details” – user should have the person ID attached to his profile.

  • Create the task as shown below then click on the + icon from in Configure Completion Criteria

23d-general-tab.png

  • Select the business object:

23d-general-tab.png

I am taking an example of Home Address which is mandatory to be filled – If not we will throw an error. Click on pencil icon in “Object Criteria” and then click on “Create Group”:

23d-general-tab.png

Note: you can use person criteria to create the rules based on the performer’s employment details like BU, department, legal entity etc.

  • Select “Address Type” in attribute and operator as “Equals” and select “Home Address” from operand value and click on “OK”:

23d-general-tab.png

23d-general-tab.png

  • Provide the error message: 23d-general-tab.png

  • Similarly, I added another condition to check if “Home mobile phone” is filled or not. 23d-general-tab.png

Note: you can also provide translations using globe in case multiple languages are enabled for your instance.

  • Add the other details like “Notes” and save the task by clicking on “Save and Close”.
  • Save the Checklist.
  • Now let’s test it by assigning the journey to one of the employees
  • Navigate to ME >> Journeys 23d-general-tab.png
  • Select the task and click on “Go to application task”: 23d-general-tab.png
  • I will attempt to mark the task as “Done” without entering the necessary information for “Mobile Phone” and “Home Address”. 23d-general-tab.png When marking the task as “Done” – I got the error as expected: 23d-general-tab.png

Note: If a single journey task has multiple completion criteria, then only one validation message will be displayed at a time.

  • Now let’s add the Home Address and check if we get Mobile phone error 23d-general-tab.png 23d-general-tab.png Upon completing both fields, we can mark the task as “Done.”: 23d-general-tab.png

Note

  • As on 23D, only following business objects are available.
Application TaskBusiness Object
Contact InfoAddress
Contact InfoEmail Details
Contact InfoPhone Details
Family and Emergency ContactsContacts
Family and Emergency ContactsWorker Contact Address
Family and Emergency ContactsWorker Contact Email
Family and Emergency ContactsWorker Contact Legislative Data
Family and Emergency ContactsWorker Contact Name
Family and Emergency ContactsWorker Contact Phone
Family and Emergency ContactsWorker Contact Relationship
Identification InfoCitizenship
Identification InfoDrivers Licenses
Identification InfoPassports
Identification InfoVisas and Permits
Payment MethodsBank Accounts
Payment MethodsPayment Methods
Personal DetailsBiographical Info
Personal DetailsDemographic
Personal DetailsDisability Info
Personal DetailsEthnicity
Personal DetailsNational Identifiers
Personal DetailsReligion
Personal DetailsWorker Name
  • The task completion criteria validation is applicable only when the user marks the task as Done. It’s bypassed for other actions, such as marking the task as Not Applicable, or force completing the journey.
  • The task completion criteria validation is bypassed when the task automatically expires.
  • The task completion criteria validation is bypassed when you complete a journey task using HCM Data Loader.
  • This configuration is honored when you complete a journey task using REST API.

Attention: Please be advised that certain completion criteria for business objects are currently not working and a known bug has been identified. This issue is scheduled for release in version 24A. If required, you have the option to request a patch upgrade via bug 35991916.

References