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Administrator Guide
Last Updated: 2025-09-19
Steps: Enable Attachments on an Individual Business Process

Steps: Enable Attachments on an Individual Business Process

  • The business process type supports attachments. To confirm this, you can run the
    Business Process Configuration Options
     report and refer to the
    Allows Attachments
     column.
  • Access to these actions in the
    Attachment Settings in BP Toolbar
     section of the business process security policy:
    • View Permissions
    • Edit Permissions
    • Manage Attachment Permissions
  • Security: These domains in the System functional area:
    • Set Up: Tenant Setup - BP and Notifications
    • Business Process Administration
You can enable attachments at the tenant level, or as described below, on individual business processes so that you can attach documents to
Initiation
 and
Action
 steps.
This functionality applies only in cases where the business process framework adds a toolbar (that can include comments and attachments sections) at the bottom of business process-related tasks. Business processes that you can attach documents to using an additional
Attachments
 grid aren’t affected when you enable or disable this attachments functionality. Example: The
Change Benefits
 business process.
  1. To enable attachments at the tenant level:
    Access the
    Edit Tenant Setup – Business Processes
     task and select the
    Enable Attachments
     check box. If enabled, users in specific security groups can upload attachments from the business process toolbar for allowed business processes.
    To enable attachments on individual business processes:
    • Select
      Business Process Policy > Edit
       from the related actions menu of the business process definition and select the
      Enable Attachments
       check box in the
      Attachment Settings in BP Toolbar
       section to reveal the configuration options.
  2. When you enable attachments on a business process security policy, you can then configure user access.
    If you don’t configure the attachment security on a business process security policy, the security is automatically inherited from the business process security policy for the appropriate business process step. Example: Permissions on attachments for the
    Review Position Request
     step of the
    Create Position
     business process are granted to the same security groups that can access the
    Review Position Request Action
     step in the business process security policy.
    As you complete the
    Attachment Settings in BP Toolbar
     section, consider:
    Option
    Description
    View Permissions
    (Optional) Select the security group(s) for whom you want to grant view access on documents attached to the business process.
    When you select a security group with permission to view attachments, you must also select a security group with permission to edit (modify the document category and description, upload, or delete) attachments.
    Edit Permissions
    (Optional) Select the security group(s) for whom you want to grant edit permission on documents attached to the business process.
    Manage Attachment Permissions
    Select who can add, edit, and view attachments on the business process.
    Allow Attachments within Emails
    Enables attachments in notification emails. For example, you can set up custom notifications with PDF attachments, such as an offer letter distributed through the
    Offer
     business process.
    Selecting this check box enables an
    Attachment(s)
     section when you navigate to
    Business Process > Add Notification
     from the related actions menu of a business process. The options available in the
    Attachment(s)
     field are predefined attachments for the business process definition. You can't select a file from your computer.
    Workday doesn't scan attachments for viruses.
  3. Click
    OK
    .
  4. After enabling attachments on an individual business process, activate the changes using the
    Activate Pending Security Policy Changes
     task.
Users can select 1 or more files to attach to the business process, or drag and drop files into the
Attachments
 section. Workday displays the
Attachments
:
  • Icon for security groups with permission to edit attachments.
  • Section for security groups with permission to view attachments.
You can view attachments in the
Attachments
 section of the
Details
 tab on the:
  • Conclusion page of the business process step
  • Confirmation view of the business process
  • Business process event
  • Full Process Record
Workday adds attachments to the worker document file if the business process is worker-related, such as
Hire
,
Onboarding
, and
Request Leave of Absence
.
You can delete and upload attachments for business process events in any status by selecting
Manage Attachments
 from the business process event-related actions menu. This includes attachments uploaded from a
Review Documents
 step. You can't reverse a delete action. After the task is submitted, the business process history displays
Attachment Corrected
.