Learn how to create new Journeys as an Admin, configure the initiator form, manage stakeholders, set up phases and activities, and publish the journey
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...
Tue, 1 Jul, 2025 at 10:40 AM
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...
Tue, 1 Jul, 2025 at 10:42 AM
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...
Tue, 1 Jul, 2025 at 10:43 AM
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...
Tue, 1 Jul, 2025 at 10:42 AM
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...
Tue, 1 Jul, 2025 at 10:43 AM
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...
Tue, 1 Jul, 2025 at 10:44 AM
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...
Tue, 1 Jul, 2025 at 10:44 AM
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, ...
Tue, 1 Jul, 2025 at 10:45 AM
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...
Mon, 30 Jun, 2025 at 6:37 PM
IN THIS ARTICLE What Happens After Publishing? Journey Publish Validation Errors Common Journey Validation Errors Condition and Operation Validation Er...
Tue, 1 Jul, 2025 at 11:32 AM