Reference: Journeys Distribution
You can distribute journeys to workers and students or enable them for self-service discovery. You can push journeys directly to recipients using various tasks and processes, or distribute Support Journeys to managers to help their direct reports.
You must have access to:
- Set Up: Journey Administrationin the Journeys functional area.
- Manage: Journeys Buildersdomain in the Journeys functional area.
- Distribute Journeys, Self-Service: Journey Distributiondomains.
Distribution Methods
You can use these methods to distribute journeys.
Method | Task or Process | Use Case | Considerations |
|---|---|---|---|
Business Process | Add to a business process | Automatically distribute a journey as part of a larger workflow. Example: Hire. Distributes to 1 recipient per journey distribution service step. | You can’t distribute journeys to the manager of a pre-hire with the Support Journey feature.Configure a delay on the business process (BP) step. This ensures that Workday commits data changes before evaluating condition rules.
Thoroughly test distribution through business processes to ensure that the journey is delivered to its target audience. You can refer to the Distribute a Journey Using Any Business Process release notes and the What's New feature video. To add the Journey Distribution Service as a business process step, refer to the Business Processes section in the Setup Considerations: Journeys topic. |
Mass Distribution | Mass Operation Management (MOM) | Distribute 1 or more journeys to a large audience from 1 recipient to 50,000. | Refer to Create Custom Reports
|
Ad Hoc | Ad-Hoc Distribute Journeys task | Manually distribute journeys to a select group of recipients. | To use this task, you must configure the Journey Distribution process definition and the business process security policy. |
API | Journeys Rest Web Services (v1) | Distribute journeys from Workday Extend apps or external apps. | Refer to the Workday REST Services Directory
|
Self-Service Journeys | Discover Journeys section | Enable workers to self-enroll in published journeys that fit their needs. |
Workday provides these features to support different distribution scenarios.
Capability | Description | Considerations |
|---|---|---|
Self Service Journeys | You can enable self-service for journeys, making them discoverable for your users. | The Self Service Journeys feature is only available for the desktop users. You can refer to the Self Service Journeys User Experience release notes and the What's New feature video. |
Distribute Multiple Journeys | You can distribute more than 1 journey from the same category or distribute the same journey to the same recipient multiple times. | You can refer to the Distribute Multiple Journeys in a Journey Category release notes. |
Support Journeys | This enables you to distribute journeys to managers to support their direct reports. The journey view includes the name and picture of the employee being supported. Use the Target for Support Journeys custom report field that supports the distribution of Support Journeys for managers. | Support Journeys:
You can refer to the Support Journeys release notes and the What's New feature video. |
Self Service Journey Components
To enable journeys for self-service, you must enable these components.
Component | Location | Description |
|---|---|---|
Self-Service Toggle | Journey editor in Journeys Workspace
| Enables a journey for self-service, making it visible in the Discover Journeys section. |
Check for Errors | Journey editor in Journeys Workspace
| Runs a validation check for the journey. |
Preview Button | Journey editor in Journeys Workspace report | Publishes a journey and makes it available for distribution or self-service. This replaces older statuses like Ready to Distribute. |
Publish Button | Journey editor in Journeys Workspace
| Enables you to preview your changes. |
Instructional Toast Messages | Journey editor in Journeys Workspace
| Guides you to navigate the various sections on the journey editor. |
Active Journeys | View Journeys
| Enables users to view journeys distributed to them that have a new or in Progress status. |
Add to Active Journeys | View Journeys
| Allows the user to self-serve and distribute self-service journeys to themselves. |
Discover Journeys | View Journeys
| Displays all published self-service journeys for users to browse and add. |
Target for Support Journeys | Custom Report Field | Identifies the worker whom the journey supports. |
View Journeys | Reporting | Updates the report to display the Support Journeys status and the supported user’s name. |
Web Services
Web Service Operation Type | Service Name and Version |
|---|---|
REST | Journeys v1 |
SOAP | Get Journey Event Service Configurations (v44.1)
|
SOAP | Put Journey Event Service Configuration (v44.1)
|
SOAP | Get Journey Builders (v45.0)
|
SOAP | Put Journey Builder (v45.0)
|