Configure Redirect on Business Process Steps
Permissions for the
Redirect
action in the Who Can Do Actions on Entire Business Process
section of the business process security policy for appropriate security groups.Security: These domains in the System functional area:
- Business Process Administration
- Manage: Business Process Definitions
You can route failed or rejected business process steps to a specified security group.
When you set up redirect on:
- AnIntegrationstep, Workday either routes the step to a configured user or advances the business process automatically to the next step when the step fails. For redirectedIntegrationsteps, Workday won't automatically terminate the business process when the step fails. Example: The step fails because a network error occurred between your Workday tenant and your integration system.
- AReview Documentsstep, Workday routes the step to a configured user when a user selectsDon't Accepton the step. You can use redirect onReview Documentsstep only on theOfferbusiness process. Example: The candidate declines an offer letter.
- From the related actions menu of anIntegrationorReview Documentsstep, select .
- As you complete the task, consider:
Option Description Send BackSend the business process back from the redirected step to a prior step. The business process restarts from that step.Example: You send back a redirectedReview Documentsstep to a priorActionstep.ThisSend Backoption isn't available forIntegrationsteps that are after aCompletionstep.Move to Next StepEnables security group members to advance the business process to the next step.Terminate Business ProcessTerminate the overall business process, including subprocesses. This option isn't available for aReview Documentsstep and dynamic business processes. Example:Job Application.Rerun IntegrationRerun theIntegrationstep that failed. Workday re-evaluates all condition rules on theIntegrationstep before rerunning the step.Security GroupsWorkday routes the step to the specified security groups to take action. Workday displays security groups with permissions for theRedirectaction on the business process security policy.Advance AutomaticallyWorkday automatically advances the business process to the next step if an integration fails. This option isn't available for aReview Documentsstep and dynamic business processes. Example:Job Application.
When Workday redirects a step, the security group or configured user receives a My Tasks item and can select a redirect action.
When an
Integration
step fails and you have configured manual redirect options such as Send Back
, Move to Next Step
, Terminate Business Process
, or Rerun Integration
, the Process History
displays these entries:
- TheIntegrationstep that failed displays a status ofFailed.
- The newRedirect: Integrationstep displays a status ofAwaiting Action.
When an
Integration
step fails, and you configured the Automatically Advance
redirect option, the Process History
displays these entries:
- TheIntegrationstep that failed displays a status ofFailed.
- The newRedirect: Integrationstep displays a status ofAutomatic Complete. In this case, the process automatically moves to the next step.
When a
Review Documents
step is declined and you have configured redirect, the Process History
displays these entries:
- TheReview Documentsstep that was declined displays a status ofRedirected.
- The newRedirect: Review Documentsstep displays a status ofAwaiting Action.
You can create custom notifications that trigger on any business process step, or on the status of the business process as a whole. If you want to trigger a notification when a business process is terminated, create a custom notification that triggers on a
Denied
status.