Modifying ACLs so mentors can see the entire Journey (including LE activities) - Support and Troubleshooting

Modifying ACLs so mentors can see the entire Journey (including LE activities) Modifying ACLs so mentors can see the entire Journey (including LE activities) Relevant for: Journey designer V1+ customers

Overview With Journey designer, there are mentors available on the Journeys. Mentors (which can be renamed using the header configurations) when added, will be able to view the Journey page. OOB, they will also be able to view (and edit, if permissions are set accordingly) tasks coming from Journey Accelerator. They will not be able to view tasks, and other activities, coming from Lifecycle Event due to existing security ACLs.

Use this document to enable mentors on a Journey (JNY table) to be able to read the underlying Lifecycle event generated tasks and cases.

All tables that extend HR Case will need to have a new ACL to allow read access for mentors. All HR Case child task tables for HR Cases that you would like mentors to have read access to will also need a new read ACL like HR Task, Request etc.

Note: These changes will provide just read, not edit, access.

Other Considerations This document only details the steps to modifying ACLs on the HR case, task, and lifecycle event tables. If you are generating LE cases in other tables, you will need to add ACLs for those as well.

First step: Add new ACLs to 'read' on HR Task and HR Case tables

Read ACL for HR case table

Read ACL for HR Lifecycle Event case table

Read ACL for HR Task table

Second Step: Modify the 'Restrict query' business rule on the HR case and HR task table according to the screenshots to include mentors

Modify Business rule for HR case table sys_id: f65330019f22120047a2d126c42e70fc

Modify Business rule for HR task table sys_id: d382e6a1c3502200b599b4ad81d3aeff