To get the best out of Journey Orchestration, we recommend using Chrome as your Internet browser.
This documentation is frequently updated to reflect recent changes in the product. However, some screenshots can slightly differ from the product's interface.
Accessing Journey Orchestration
To access the Journey Orchestration's interface, click the App Selector icon, in the top right. Then click Journey Orchestration , on the right side, below "Experience Platform".
You can also access Journey Orchestration from the Experience Cloud home page, in the Quick access section.
Discovering the interface
The top menus allow you to navigate through the different functionalities of Journey Orchestration: Home (the journeys), Data Sources , Events , Actions .
Click the icon in the upper-right corner of the screen to display the contextual help. It is available across the different Journey Orchestration list screens (journeys, events, actions and data sources). This allows you to view a quick description of the current functionality and access related articles and videos.
Searching and filtering
In the Home , Data Sources , Events and Actions lists, a search bar allows you to search for an item.
The Filters can be accessed by clicking on the filter icon on the top left of the list. The filters menu allows you to filter the displayed elements according to different criteria. You can choose to only display the elements of a certain type or status, the ones you created, or the ones modified in the last 30 days.
In the Data Sources , Events and Actions lists, use the Creation filters to filter on the creation date and user. You can choose, for example, to only display the events that you created in the past 30 days.
In the journey list (under Home ), in addition to the Creation filters , you can also filter the displayed journeys according to their status and version ( Status and version filters ). You can also choose to only display the journeys that use a particular event, field group or action ( Activity filters and Data filters ).The Publication filters let you select a publication date or user. You can choose, for example, to only display the latest versions of live journeys that were published yesterday. See Using the journey designer .
Note that columns displayed can be personalized using the configuration button on the top right of the lists. Personalization is saved for each user.
The Last update and Last update by columns allow you to display when has the last update of your journeys occured and which user operated it.
In the event, data source and action configuration panes, the Used in field displays the number of journeys that use that particular event, field group or action. You can click the View journeys button to display the list of corresponding journeys.
In the different lists, you can perform basic actions on each element. For example, you can duplicate or delete an item.
Browsing through Data Platform fields
When defining event payload , field group payload and selecting fields in the expression editor , the display name is displayed in addition to the field name. This information is retrieved from the schema definition in the Experience Data Model.
If descriptors such as "xdm:alternateDisplayInfo" are provided while setting up schemas, the user-friendly names will replace display names. It is especially useful when working with “eVars” and generic fields.You can configure friendly name descriptors via an API call. For more information, see the Schema Registry developer guide .
If a friendly name is available, then the field will be displayed as <friendly-name>(<name>) . If no friendly name is available, the display name will appear, for example <display-name>(<name>) . If none of them are defined, only the technical name of the field will be displayed <name> .
Friendly names are not retrieved when you select fields from a union of schemas.
Using the different shortcuts
Here are the different shortcuts available in the Journey Orchestration's interface.
In the list of journeys, actions, data sources or events:
- Press c to create a new journey, action, data source or event.
When configuring an activity in a journey:
The canvas is automatically saved. You can see, on the top left of the canvas, the saving status.
- Press escape to close the configuration pane and discard the changes made. This is the equivalent of the Cancel button.
- Press Enter or click outside the pane to close the configuration pane. Changes are saved. This is the equivalent of the Ok button.
- If you press Delete or backspace , you can then press Enter to confirm the deletion.
- Press escape to close it (equivalent of the Cancel button).
- Press Enter to save or confirm (equivalent of the Ok or Save button).
In the event, data source or action configuration pane:
- Press escape to close the configuration pane without saving.
- Press Enter to save modifications and close the configuration pane.
- Press tab to jump between the different fields to configure.
In the simple expression editor
- Double-click on a field, on the left, to add a query (equivalent to drag & drop).
When browsing through XDM fields:
- Checking a "node" will select all the fields of the node.
In all text areas:
- Use the Ctrl/Command + A key combination to select the text. In the payload preview, it selects the payload.
In a screen with a search bar:
- Use the Ctrl/Command + F key combination to select the search bar.
In the canvas of a journey:
- Use the Ctrl/Command + A key combination to select all activities.
- When one or several activities are selected, press Delete or backspace to delete them. Then you can press Enter to confirm in the confirmation pop-up.
- Double-click on an activity from the left palette to add it at the first available position (from top to bottom).