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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Rule-Based Business Process Definitions

Steps: Set Up Rule-Based Business Process Definitions

Security:
Business Process Administration
 domain in the System functional area.
You can create business process definitions that:
  • Are based on condition rules.
  • Aren't constrained solely by organizations.
Workday selects the appropriate business process definition based on your configuration. You can configure rule-based business process definitions to:
  • Follow a different path depending upon the role of the initiator.
  • Support different process flows for different functional situations.
Rule-based business process definitions enable you to:
  • Update a specific business process definition without affecting any of the other definitions for that business process.
  • Optimize business process definitions to meet specific business requirements.
You can create a hierarchy of condition rules that determine which rule-based business process definition Workday selects at runtime. Workday stops processing condition rules when the first rule is satisfied.
  1. From the related actions menu of the business process, select
    Business Process
    Copy or Link Business Process Definition
    .
    Select the
    Rule Based Workflow Definition Name
     option, and enter a name for the rule-based business process definition.
    Security:
    Business Process Administration
     and
    Manage: Business Process Definitions
     domains in the System functional area.
  2. Create a custom definition for the rule-based business process.
  3. Select either:
    • Business Process
      Rule Based Business Process Configuration
       from the related actions menu of the business processes.
    • Business Process Type
      Rule Based Business Process Configuration
       from the related menu of the business process type.
    Select or create a condition rule and select the rule-based workflow definition that Workday uses when the condition rule is satisfied.
    Security:
    Business Process Administration
     and
    Manage: Business Process Definitions
     domains in the System functional area.
Workday evaluates each condition rule in order beginning with the first.
  • Workday uses the corresponding rule-based business process definition when the condition rule is satisfied.
  • Workday evaluates the next condition rule when the condition rule isn’t satisfied.
  • Workday uses the business process definition configured for the organization to which the event target belongs when no condition rule is satisfied.