Admin Configuration

You can create journeys to support use cases across multiple departments based on your specific requirements. To better understand the Journey creation proc...

In the panel that appears on the right, you can select a template for your journey. By clicking Preview next to the template name, you can preview the templ...

To create a journey from scratch, click Create Journey on the Journeys screen. In the panel that appears on the right, select + Create from scratch, as show...

In the Initiator Configuration screen that appears, under Select initiator, use the drop-down menus to choose the appropriate Agent groups and/or Requestor ...

IN THIS ARTICLE Add Fields Edit Fields Edit Field Properties Form Field Options Section Text Fields Choice Fields Time Fields Contact Info Disp...

Admins can enable the "Allow initiators to cancel journey requests" checkbox while configuring the initiator form in the Agent Portal. When this o...

You can also copy fields from forms used in other journeys. To do this, select Copy from other journeys, choose the desired journey, and then select the for...

Configuring the initiator form is a crucial step, as the ability to add stakeholders to a journey depends on the fields defined here. The form must include ...

IN THIS ARTICLE Usage Limits for Form Field Types Configure Conditions for Dropdown fields and Multiselect Fields Configure Conditions Usage Limi...

IN THIS ARTICLE Add Stakeholders Edit Stakeholders Delete Stakeholders After configuring the Initiator form, you must add stakeholders who are part...