Admin Configuration

Phases in Journeys are swimlanes that help you visually organize and structure your workflow. Each phase represents a distinct milestone in the overall jour...

After setting up a phase, the next step is to add activities that need to be completed as part of that phase. Activities define the specific actions require...

After selecting the required activity, such as a ticket, task (simple or form-based), or schedule email, expand Show advanced options to access additional s...

After you create a phase, you need to add activities to define the tasks that the appropriate stakeholders must complete.  Note: To control the execution o...

You can add a task activity to a phase and assign it to the relevant stakeholders. The task can be one of the following types: Form task – Use this optio...

Perform the following steps to create a Form task activity: Under the desired phase, click + Create activity, as shown in the image below. Under Acti...

When your form includes Service Item fields, you must create child activities to map each service item to a corresponding ticket. By default, child activiti...

Perform the following steps to create a simple task activity: Under the desired phase, click + Create activity, as shown in the image below. Under Ac...

Within the desired phase, add an Email activity to notify stakeholders to help advance the journey. Note: To control the execution order of this activity, ...

Use the settings at the Journey level to control various aspects of how the journey functions. Note: Based on the configured permissions, the Journey Requ...