Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Configure Rule-Based Business Processes

Configure Rule-Based Business Processes

Security:
Business Process Administration
 domain in the System functional area.
Workday enables business process administrators to configure business process definitions based on condition rules.
You can create a hierarchy of condition rules that determine which rule-based business process definition Workday selects at run time. Workday stops processing condition rules when the first rule is satisfied.
  1. As a related action on a business process or business process type, select
    Business Process
    Rule Based Business Process Configuration
     or
    Business Process Type
    Rule Based Business Process Configuration
    .
    When you add, remove, or update a condition rule on a rule-based business process, the
    Audit Trail Report
     displays an audit trail entry for the actual business process definition that you configured the condition rule on.
  2. Select an
    Effective Date
    . The default effective date is the current date.
  3. Enter the
    Time Zone
    . The default time zone is the user's current time zone.
    You can only enter a time zone if you selected the
    Business Process Configuration Time Zone
     option on the
    Edit Tenant Setup - System
     task.
    • If you enter the current date in the specified time zone, the changes take effect immediately. Users in other time zones see the changes immediately.
    • If you enter a future date in the specified time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
    • If you enter a past date in the specified time zone, the changes take effect at 11:59:59 PM on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
  4. Select a condition rule from the
    Rule
     prompt or create a new condition rule.
  5. Select the
    Rule Based Workflow Definition
     that Workday will use if the selected condition rule is satisfied.
  6. Select additional condition rules and rule-based business process definitions as needed. You can only select 1 condition rule for each rule-based business process definition.
Workday evaluates each condition rule in order beginning with the first.
  • If the condition rule is satisfied, Workday uses the corresponding rule-based business process definition.
  • If the condition rule isn’t satisfied, Workday proceeds to and evaluates the next condition rule.
  • If no condition rule is satisfied, Workday uses the business process definition configured for the organization to which the event target belongs.
When you initiate a business process but you save it for later instead of submitting it, the business process definition that Workday uses is set at the time you click the
Save for Later
 button. Also, Workday uses the information that's available upon saving the event. When there are fields tied to conditions that are on a rule-based business process definition and the fields don't contain data that satisfy any of the conditions when you save the event for later, Workday bypasses the rule-based business process definitions and uses the default business process definition.