Concept: Initiation Step
A business process always starts with an
Initiation
step. These options are available:- Submit: Records the current actions taken for this step and enables the business process to continue to the next step.
- Cancel: Cancels the current actions associated with the step and Workday doesn't save or submit data. The step still displays in your My Tasks.
- Save for Later: Saves input for this step for review or changing later. Workday saves data temporarily so that it reappears when you reopen the step. However, Workday doesn't submit the data until you clickSubmit.Example: You might enter a hire date for a new employee that you aren’t sure is correct. You can save the step for later and return to it once you've verified the date.If you save the business process step for later, Workday removes the My Tasks item from all other recipients.
An
Initiation
step can have a validation condition where you set the severity of the validation to either block a step from exiting or allow a step to continue. Validation conditions are only available on Initiation
steps when the ability to revise the associated business process is built into the Workday-delivered business process or step. You can configure validation conditions on an
Initiation
step by accessing the Maintain Step Conditions
related action.