Using the Journey detail view

Use the journey detail view to view or manage information for a selected record. The detail view includes information boxes, tabs, and a user-defined middle section.

Note: The system administrator and users with the appropriate role can access these features.

To access the Journey detail view:

  1. Click Administration on the Navigation bar.
  2. Click Journeys in Administration. The All Journeys list view is displayed. See Using the Journeys list view
  3. Click the Journey name. The All Journeys details view is displayed.
    Note: If required, use the Lookup option to locate a journey.
  4. Specify this information:
    Name
    The name of the journey.
    Description
    The description of the journey.
    Active
    If this checkbox is selected the journey is displayed in the Journey tab.
    Entity
    The entity associated with journey. journeys are specific to an entity and displayed on the Journey tab.

    On this page you can: