Concept: Business Process Step Attachments

You can attach documents to Initiation
and Action
steps of a business process.

Example: You can attach documents to the Employment Agreement
or Offer
business processes that are then distributed to candidates. Similarly, you can enable attachments on the Request Delegation Change
business process to allow business process administrators to attach instructional documents, for example, when delegating items on the

Manage Delegation Settings

task.

You can only view document attachments on Approval
steps.

Downstream participants in the business process can review and approve attachments. You can:

Use the business process security policy to control who can view and edit attachments.

Enable or disable attachments for a specific business process or at the tenant level.

Attach a document means to include it as part of the business process, without the need to preconfigure it.

Attach documents when you revise a business process step, or correct a business process event.

Security

To control access to attachments, you can create security segments that limit the document categories that are visible to a role. Security segments specify the document categories that the role can create, edit, or view. Grant permissions on attachments to segment-based security groups with access to specific document categories, and then add these groups to the business process security policy.

Business processes that use templates might require you to add users to the attachments domain for the business process.

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.

Attachment Actions

When document categories are enabled for a business process, you must enter the document category when you upload an attachment. For more information on document categories, see Set Up Document Categories.

Initiators can upload only those files to which they have access based on the document category segment security.

Reviewers can review, modify the document category and description, upload, or delete only those files for which they have access according to document category segment security.

Approvers can review and approve only those files to which they have access based on document category segment security.

Tenant Level and Individual Business Process Settings

You can enable attachments at tenant level or on individual business processes.

When the tenant level

Enable Attachments

setting on the

Edit Tenant Setup – Business Processes

task conflicts with the

Enable Attachments

setting on an individual business process security policy, Workday honors the most recent setting change made.

Example: On 2024-05-16, you access the