User Manager Campaign Step 1 and Step 2 work flow

[William3squivel]

Hello, I have a question concerning the workflow for a user manager Campaign. Our team understands the logic that in order to see entitlements within the Step 2 Data table a user must action on their user's employment status in Step 1.  During testing from a user's experience, we had a user skip step 1 using the next button and saw that there was nothing populated in Step 2 Data table and they believed that their certification had issues when in reality they simply skipped over the Step 1 and left users with no response for employment verification. Is there a way that forces a user to action on Step 1 in order to click the "next" button to move onto Step 2? The concern is some Managers will hit next without actioning all of their users in Step 1 and could be potentially lost during access certification.

[DaanishJawed]

Hi,

Thanks for reaching out!

Currently it is not possible to enforce Step 1. If Step 1 is included in the campaign, then the manager has to take actions before moving to Step 2 otherwise no data will be populated.

You can submit this as an enhancement on the ideas portal -

https://ideas.saviynt.com/ideas/

Thanks.

[alanbixby]

Our org recognized the same potential issue, as a workaround you may be able to update the error labels to better communicate with managers that they should use the "Back" button on this pop-up:

I believe the associated labels are:

CertificationCompleteError.Default.label

YourCertificationisNotCompleted.Default.label

PleaseReviewBeforeComplete.Default.label

That said, this assumes they read pop-ups.. which is a bold assumption.