Fusion Global HR : Unable to Allocate Survey Journey for Person having multiple Assignments through HDL (Doc ID 3009630.1)

Last updated on MARCH 14, 2024

Applies to:

Symptoms

 Issue :

   Using HDL ChecklistMassAllocation object to assign Survey Journeys for person having multiple assignments, the below error raises. 

Error :

"You need to provide a person number that matches the assignment record."

Steps :

1. Create a survey checklist template from checklist templates UI and configure the schedule and generate periods.

2. Assign the survey checklist to one employee from the UI. This will internally create a ChecklistMassAllocation entry.

3. Query the below table (Replace <survey_checklist_id> with the checklist_id for the survey checklist template created in step 1):

select checklist_allocation_code from per_checklist_allocations_vl where checklist_id=<survey_checklist_id> order by creation_Date desc;

4. We have the support for ChecklistMassAllocation object from HDL. For the above created checklist mass allocation entry, create new criteria for all the employees for whom you wish to assign the survey, using the below dat file :

METADATA|ChecklistMassAllocationCriteria|ChecklistAllocationCode|ChecklistAllocCriteriaCode|CriteriaType|EnabledFlag|PersonNumber|AssignmentNumber
MERGE|ChecklistMassAllocationCriteria|<checklist_allocation_code>|<checklist_alloc_criteria_code>|ORA_PERSON|Y|<person_number>|<assignment_number>

a) In the above dat file, you will have to replace <checklist_allocation_code> with the value from the query in step 3.

b) Replace <checklist_alloc_criteria_code> with a unique code for each row in the dat file

c) Replace <person_number>, <assignment_number> with the person number, assignment number for each employee you wish to allocate the survey to.

5. Create the dat file as per above step, compress it to a zip file, and load it using HDL.

6. Navigate to Tools -> Scheduled Processes. Click on "Schedule New Process" button.

7. Search for "Allocate Scheduled Journeys" process and click Ok.

8. In the parameters for ATTRIBUTE1, please search and select the ChecklistMassAllocation created above.

8. Click on submit button and wait for the process to complete.

9. Once the process is succeeded, the surveys will be allocated to all the employees for whom ChecklistMassAllocationCriteria have been created using the HDL load above

Cause

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