Journey designer journey template reference
The journey template page has information that is useful to the plan configuration owner.
Header area
The header of this page displays the plan configuration name and description and the following information.
A ServiceNow administrator assigns owners, co-owners, and approvers.
Owner
There can be only one primary owner of a journey template.
Co-owners
There can be multiple co-owners for a journey template. Co-owners have the same abilities of the owner to change and publish plan configurations.
Approvers
Approvers review and approve or reject changes to a journey template. Changes to a journey template need only one approval.
Tip: Owners can add comments that are displayed in the Activity tab of a plan configuration.
- From My tasks, open an Approval request.
- Select the link at the top of the request.
- In the plan configuration, select the Activity tab.
- Read the comments added by the owner to see if there are any special instructions.
- Preview
Preview a template to make sure the changes you made are what you expected.
- Preview this template: Preview the template with the roles that are assigned to the owner.
Preview as an employee: Preview the template with the roles assigned to the selected user. Note: The plan configuration preview feature depends on whether the plan configuration owner has access to the selected Audience type. These Audience types are accessible to all plan configuration owners.
HR Profile
- HR Criteria
- Users
- Users Criteria
- Upload file
- Publish journey template
The changes are visible after an approval by one approver. The template can't be edited until after an approver either approves or rejects the approval request.
Note: Comments are visible as comments in the Activity tab.
Cancel approval request
The owner or any of the co-owners can cancel the approval request.
Journey template overview tab
The overview tab shows all the components of a journey that can be modified by owners.
Stages
A logical container of a journey that includes tasks that are assigned to employees, mentors, or managers.
Task templates
Individual tasks assigned to a user.
Activity tab
Displays the history of all the changes for a plan configuration in chronological order.
Email notifications
Owners, co-owners, and approvers can be the recipient of email notifications.
Note: Users with Notification set to Disable won't receive any notifications.
| Email notifications are sent when | Email notification recipients are |
|---|---|
| An owner or co-owner is assigned to a plan configuration | - Owner - Co-owner |
| An owner publishes a journey template for approval | Approver |
| An approver rejects a journey template approval request | - Owner - Co-owner |
| An owner cancels or rescinds a journey template approval request | Approver |
| A journey template approval request is approved | - Owner - Co-owner |
| It has been more than 3 days since a journey template was submitted for approval by the ownerNote: Notifications are sent on the third day and every other day (that is, 5th, 7th, 9th days) until a response is received. | Approver |
Parent Topic:Journey designer reference