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Administrator Guide
Last Updated: 2025-10-31
Embed Related Worklets in Business Processes

Embed Related Worklets in Business Processes

  • Enable reports for related worklets.
  • Security: Workday worklets display links to reports according to user permissions on the domains securing the reports.
You can embed related worklets in your business process steps to deliver relevant, contextual information as you go through the business process steps. You can embed up to 5 worklets for a step.
  1. Select
    Business Process
    Maintain Related Worklets
     from the related actions menu of the business process definition.
  2. Select the step you want to embed the worklet on and click
    Maintain Step Related Worklets
    .
  3. Complete the task:
    Option
    Description
    Embedded Worklets Icon or Label
    You can enter a maximum of 24 characters for custom labels.
  4. Click
    Add
  5. Complete the
    Worklet
    section:
    Option
    Description
    Name
    Select the custom report you want to embed.
    Security Group
    (Optional) Remove security groups that have access to the worklet.
    Worklet Prompts
    When the worklet includes prompts, select the prompt values and related information.
When a user reaches the configured step in the business process, the related worklets icon or label displays. The user can select the icon or label to open the interactive report in a popup window.
Test that the worklets display correctly in the business processes.