Set Up Considerations: Custom ConnectRs

This topic provides guidance on factors to consider before setting up the Custom ConnectRs feature.

What It Is

Custom ConnectRs are multi-step task wizards that you can create to guide users through processes. These configurable wizards enable you to streamline data collection and workflows for your organization’s specific needs. You can create custom ConnectRs and assign them to any domain. Administrators can set conditional visibility for ConnectRs at supported launch points. Users can access ConnectRs from Search, Announcements, Dashboards, and Cards.

You can manage these objects using these tasks and web services:

Create ConnectR

Maintain ConnectRs

Delete ConnectR

Get/Put Custom ConnectR Definitions

Business Benefits

This feature provides a more guided and intuitive experience for users. By creating custom task wizards, you can simplify complex processes, ensure you collect the right information in the correct sequence, and embed these tasks directly into the user’s workflow on landing pages (i.e. Hubs, Dashboards, etc.).

Use Cases

You can use Custom ConnectRs to:

Streamline administrative tasks that often need to be sequenced together like the tenant or feature setup tasks.

Add the edit permissions task for multiple domains in a given functional area and add the activate pending security policy changes as a next step upon conclusion.

Combine user preference like travel, account, and learning together to make a single workflow to complete these steps.

Create new paths to encourage faster time to complete common tasks that you wish to join together.

Security

To set up and manage Custom ConnectRs, you need access to these domains:

Domains	Considerations
Set Up: ConnectR	Set Up ConnectR task enables you to view all custom and Workday-delivered ConnectRs.
Your chosen domain	You can secure a Custom ConnectR to any domain.

Every section enforces task-level security. If a user lacks access to a task in a section, the section remains hidden from that user.

Users should assign at least one task’s domain in ConnectR as the entry domain whenever possible. This prevents scenarios where no sections are available.

Reporting

Workday provides these reports to help you manage your ConnectRs:

A new report data source you can use to build custom reports on the ConnectRs in use.

The

Tasks Eligible for ConnectR

report, which lists all tasks you can add to a ConnectR and explains why some tasks might be unsupported.

Unsupported Tasks

Some tasks are unsupported in Custom ConnectRs for these reasons:

Multiple Steps:

The wizard supports only single-step tasks.

Business Process:

The wizard supports only non-business process tasks.

Unsupported Business Object:

Some tasks require a certain business object to run, and not all business objects are supported. You can request Workday to enable these objects based on business needs.

Task Context

Certain tasks require a context to run. When you select a task, Workday highlights the business object needed to run that task. You can provide this context by:

Setting a specific value for the task (e.g., a specific worker).

Using a report field that determines the value at runtime (e.g., the current worker).

You can also select the prompt from business object option to enable users to pass a context through all the steps in the wizard. When you select this option, the prompt for the ConnectR sections will have a folder available called

All Tasks for Business Object

Special Considerations

The domain field on the ConnectR definition secures entry to the ConnectR. If a user does not have access to at least one of the specified domains, they can't run or search for that ConnectR.

Use the

Tasks Eligible for ConnectR

report to help design your definition. For many objects, Workday must enable them incrementally. Defining high-value objects that you want supported helps Workday prioritize them on our roadmap.

ConnectRs are meant to sequence tasks. If you place a landing page task that has a button on it within the ConnectR, a user can potentially break the flow by clicking that button. These types of tasks are best run from a Hub, as they return the user to their starting point upon completion.

If you fill out the prompt from the business object field, the prompt for the ConnectR sections will have a folder available called

All Tasks for Business Object

. This provides an alternative way to design a ConnectR around a business object you want to build a workflow for.

Steps to Set Up Custom ConnectR

To set up Custom ConnectRs, complete these tasks:

Access the

Create ConnectR

task in the

System Admin Hub

under

Navigation

to create and configure the sections and logic for your custom ConnectR.

Click the

Maintain ConnectRs

in the

System Admin Hub

under Navigation task to view and manage your new ConnectR.

Configure the security for your new wizard by assigning it to the appropriate security domain.

Add the ConnectR as a task to

Hub Quick Actions

Hub Announcements

Hub Suggested Links

, and

Card Footers

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.