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Administrator Guide
Last Updated: 2023-06-23
Example: Create a Self-Registration URL

Example: Create a Self-Registration URL

This example illustrates how to create a self-registration URL. It describes how to configure it so that only a specific group can successfully register for extended enterprise accounts.
You're a learning administrator at Global Modern Services (GMS), a company that manufactures electric vehicles. You hire 16 subcontractors from ATP. They need to register for extended enterprise learning accounts so that they can take required compliance training. Your training materials contain proprietary information, so you want to ensure that only the 16 subcontractors successfully register and access the materials.
You work with an administrator at ATP as your primary contact while you onboard the new subcontractors.
Set Up Managed Self-Registration for Extended Enterprise.
  1. Access the
    Request Extended Enterprise Learner
     business process definition.
    Add an approval step to the business process definition with a security group that includes administrators. This routes all requests for new extended enterprise learners to an administrator who can approve or deny each request and ensure that only the 16 subcontractors successfully register for accounts.
    1. From the related actions menu of the
      Request Extended Enterprise Learner
       business process definition, select
      Business Process
      Edit Definition
      .
    2. Click
      OK
      .
    3. Add a row.
    4. Enter or select these values:
      Field/Prompt
      Value
      Order
      A value that ensures that this step is last in the definition.
      Example:
      z
      Type
      Approval
      Group
      An unconstrained group that includes administrators.
      Example:
      Extended Enterprise Admin
    5. Click
      OK
       and
      Done
      .
    Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
  2. Access the
    Request Extended Enterprise Learner
     business process definition.
    Add a condition rule to the approval step so that it only triggers when a request for a new extended enterprise learner comes from a self-registration URL. The condition rule enables you to maintain your regular business process configuration while ensuring that administrators have full control over who can create an account through a self-registration URL.
    1. From the related actions menu of the approval step, select
      Business Process
      Create Condition Rule
      .
    2. Create a condition rule with these values:
      Field
      Value
      Description
      Request from Self-Registration
      And/Or
      And
      Source External Field or Condition Rule
      Created from Self-Registration
      Relational Operator
      equal to
      Comparison Type
      Value specified in this filter
      Comparison Value
      Select the
      Comparison Value
       checkbox.
    3. Click
      OK
      .
    4. From the related actions menu of the approval step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. From the
      Rule
       prompt, select the
      Request from Self-Registration
       condition rule.
    7. Click
      OK
       and
      Done
      .
  3. Access the
    Create Extended Enterprise Affiliation
     task.
    Create a new affiliation for ATP.
    1. In the
      Name
       field, enter
      ATP
      .
    2. Click
      OK
       and
      Done
      .
  4. Access the
    Create Self-Registration URL
     task.
    Create an active self-registration URL for the ATP affiliation.
    1. Enter or select these values:
      Field
      Value
      Extended Enterprise Affiliation
      ATP
      Activation Date
      Current date and time.
      Example:
      02/21/2023
      ,
      09:00 AM
    2. Click
      OK
       and
      Done
      .
  5. Distribute the self-registration URL.
    Email the self-registration URL to the ATP administrator so that they can forward it to the 16 prospective extended enterprise learners from ATP.
The subcontractors can access the self-registration URL and register their own account details. The approval step and condition rule ensure that the extended enterprise administrator approves or denies each request. Upon approval, the new extended enterprise learners each receive 2 emails with their username and temporary password, enabling them to access Workday Learning. Workday automatically adds them to the ATP affiliation.