Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Create Condition Rules for a Feedback Template

Example: Create Condition Rules for a Feedback Template

This example illustrates how to set up condition rules for a feedback template.
As an HR administrator, you want to set up a Feedback on Worker template specifically for workers in Australia. You want to set up a condition rule so that feedback givers are presented only with this template when providing feedback on workers based there.
  1. Set up a feedback template for Australian workers.
    1. Access the
      Create Feedback Template
       task, and enter these values:
      Type
      Feedback on Worker
      Name
      Feedback for Australian Workers
    2. Select
      Lock Template
       to prevent workers from adding or editing questions.
    3. Enter instructions in the
      Template Help Text
       field.
    4. In the
      Questions
       grid, click the + icon to add questions to the template specifically for workers in Australia.
    5. Click
      OK
      .
  2. Set up the global feedback settings that will be applied to your template.
    1. Access the
      Maintain Feedback Setup
       task.
    2. In the
      Give Feedback
       section, select these options to enable feedback givers to select whether feedback is confidential or private:
      • Enable Confidential Feedback for Give Requested Feedback
      • Enable Private Feedback for Give Requested Feedback
    3. In the
      Get Feedback
       section, select the
      Feedback on Worker
       option in the
      Require Feedback Template
       field.
    4. In the
      Default Templates
       section, clear the
      Feedback on Worker
       field.
  3. Assign a condition rule to the template.
    1. Click the
      Get Feedback on Worker
       tab.
    2. Click the + icon to create the condition rule.
    3. In the
      Feedback Template
       field, select the Feedback for Australian Workers template.
    4. In the
      Condition Rule
       field, select
      Create Feedback on Worker Template Condition Rule
      .
    5. Click
      OK
      .
  4. Set up the condition rule.
    1. In the
      Create Feedback on Worker Template Condition Rule
       task, enter
      Feedback for Australia Workers
       in the
      Description
       field.
    2. In the
      Copy Condition from Rule
       field, select the
      Workers located in Australia
       option.
      Workday populates these values in the first row of the
      Rule Conditions
       grid:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Location Address - Country
      in the selection list
      Value specified in this filter
      Australia
    3. Click
      OK
      .
When a worker submits a Get Feedback on Worker request for a worker in Australia, that feedback giver can only select the Feedback for Australian Workers template.