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Administrator Guide
Last Updated: 2023-06-23
Create Integration (Step)

Create Integration (Step)

Before you set up the
Integration
 step, you must create the integration system that the
Integration
 step will use.
The
Integration
 step launches an
Integration Process
 event. The
Integration Process
 event then launches an integration system that is associated with 1 or more
Integration Process
Event
 business processes. When Workday runs the
Integration
 step, it selects and executes an associated
Integration Process
 event as a subprocess according to these criteria:
  • When one of the
    Integration Process Event
     business processes is associated with the same organization as the parent business process, Workday uses that
    Integration Process
     event.
  • When no
    Integration Process
     event is specifically associated with the same organization as the parent business process, Workday applies the default
    Integration Process
     event.
  1. Create or edit a business process.
  2. When you add a step on the
    Edit Business Process Definition
     page, specify the step type in the
    Type
     Column as
    Integration
     and click
    OK
    .
    Workday displays an error indicating that the configuration isn't complete.
  3. Switch to the
    View Business Process Definition
     page by clicking
    Done
     at the bottom of the page.
  4. On the
    View Business Process Definition
     page, find the
    Integration
     step and click
    Configure Integration System
     or select
    Business Process > Configure Integration Step
     from the related actions menu.
    When you edit a business process definition with an effective date that's in the future, you can add an
    Integration
     step but you won't be able to configure the step.
  5. At the
    Integration System
     prompt, select the integration system that you want to launch.
  6. At the
    Run As User
     prompt, select the system user account that the integration should use.
  7. Select the method that Workday should use to generate the request name.
    Workday displays the request name in the Process Monitor to represent this integration system.
  8. In the
    Integration Criteria
     section, if required, enter the date range rules that Workday should follow when selecting data to include in the integration.
  9. (Optional) Configure redirect on an
    Integration
     step.