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Last Updated: 2025-11-28
Friday, 28th November

Friday, 28th November

More Settings Page

We relocate 2 settings from the More Settings page to the contextually relevant pages in the product.
Business Benefits
This enhancement improves the administrator user experience by increasing the discoverability of important settings.
Changes
  • The
    Root Folder Access Settings
     are now available on the
    Documents
     page. Administrators can access this setting by selecting the ellipsis on the root
    Documents
     folder page.
  • The
    Deleted Documents
     setting is now located on the
    Restoration Hub
     settings page. Administrators can access this setting by selecting the ellipsis on the root
    Restoration Hub settings
     page.
These settings are only visible to users with an Admin role.

Link Signed Contracts to Tickets

This new feature provides direct links between a finalized
Contract Workflow Ticket
 and the corresponding executed
Document
 in the repository. It allows for bidirectional navigation: you can view the completed document directly from the ticket page and view the ticket from the document page.
Business Benefits
This enhancement provides quick access between tickets and their corresponding documents saving time and providing full lifecycle visibility of the contracting process.
Changes
On the
Ticket Details page
 we add a
View Completed Document
 button that appears once the workflow ticket reaches the finalized stage and is sent to the repository. This option allows you to directly access the document created by the workflow ticket.
On the
Document Details page
 we add a
View Ticket
 option to the related actions menu. This option provides a direct link back to the originating workflow ticket.
What Do I Need to Do?
  1. Complete a workflow ticket to finalize a contract.
  2. From the
    Ticket
     page, click
    View Completed Document
     to access the final contract.
  3. From the
    Document
     page, click the related actions menu and select
    View Ticket
     to return to the original workflow ticket.
Note: If the link between the ticket and document is broken (Example: if the document is deleted and restored), it can’t be manually relinked or recreated.

Copy Workflows

Workflow builders can now duplicate an existing workflow template in Contract Lifecycle Management (CLM).
Business Benefits
Instead of rebuilding common, complex configurations, Workflow Builders can now instantly copy an existing template ensuring accuracy, saving time, and minimizing errors.
Changes
We add a new
Make a Copy
 option to the Workflow Builder to enable users to:
  • Create a new workflow
    : Workday copies the selected workflow as a new,
    Draft
     workflow named
    Copy of <workflow name>
    . Example: You select to duplicate your
    Master Service Agreement
     workflow. By choosing
    Copy as new workflow
    , Workday generates a separate, new draft named
    Copy of Master Service Agreement
    , which you can then edit without affecting the original.
  • Update an existing workflow
    : Workday copies the selected workflow as the newest version onto any workflow you have access to. Example: You have a complex
    Master NDA Workflow
     (Workflow A) and a simple
    Regional NDA Workflow
     (Workflow B). You want to replace the current design of Workflow B with the complex structure of Workflow A. When duplicating Workflow A, you select
    Copy onto another workflow
     and choose
    Regional NDA Workflow
     (Workflow B) from the list. Workday then creates a new draft version for Workflow B that is an exact copy of the
    Master NDA
     Workflow's configuration.
For both options, the copied template contains the same
Source
,
Form
,
Review
 steps,
Sign
,
Finalize
 steps, and Settings as the original, including all associated users and fields.
Note: You can only copy the most recent version of a workflow.
What Do I Need to Do?
If you are an administrator or have a custom role with the
Workflow Builder: Manage
 permission, you can start using this feature immediately. To copy a workflow template:
  1. Click
    Workflow
    .
  2. On the
    Workflow Builder
     tab, locate the workflow you want to copy.
  3. From the related actions menu to the right of the row, select
    Make a Copy
    .
  4. In the <Workflow Name> prompt, select your desired action:
    1. Select
      Copy as new workflow
       to create a separate copy.
    2. Select
      Copy onto another workflow
       to copy the current workflow as a new version onto a published workflow. You will then select the target workflow from the provided list.
  5. Click
    Make a Copy
    .

Queue Item Cleanup Tool for Salesforce Connector

With this release, we introduce a new self-service option that allows Workday Contract Management administrators to manually process all pending queue item records in Salesforce on demand.
Business Benefits
The Queue Item Cleanup Tool allows administrators to immediately address backlogs of stuck queue items resulting in faster data synchronization, a reduction in permanently stuck items, and less reliance on customer support.
Changes
We create a new Scheduled Job to process all pending
evisort_QueueItem__c
records. Salesforce administrators can schedule this job to run on demand.
What Do I Need to Do?
Prerequisites
Before scheduling or running the job, ensure the Queue Item trigger is bypassed:
  1. Click on
    Setup
    .
  2. In the
    Quick Find
     box, search for and select
    Custom Settings
    .
  3. Find
    Evisort Workspace Settings
     and click
    Manage
    .
  4. Select the
    Bypass QueueItem Trigger
     check box.
Steps
Scheduling the Job
: Recommended for Daily Use. This option allows the batch job to run automatically at a set time, processing any pending items.
  1. From the
    Salesforce Home
     screen, go to
    Setup
    .
  2. In the
    Quick Find
     box, search for and select
    Scheduled Jobs
    .
  3. Click the
    Schedule Apex
     button on the
    All Scheduled Jobs
     screen.
  4. Fill in the required values:
    1. Job Name
      :
      Process Queue Items
       (or another descriptive name).
    2. Apex Class
      : Select the
      ProcessQueueItemBatch.Scheduler
       class.
    3. Schedule Apex Execution
      : Select the days of the week you want the job to run and choose the preferred start time.
  5. Click
    Save
    .
Note: You can always delete, pause, or modify the recurrence of this scheduled job from the
Scheduled Jobs
 screen at any time.
Ad-Hoc Execution
: Use this option to immediately process the queue items on demand. Example: To clear unexpected backlog.
  1. Open the
    Developer Console
     in Salesforce.
  2. Go to
    Debug
     >
    Execute Anonymous Window
    .
  3. Paste and run the command to process all pending items immediately in batches of 10: 
Database.executeBatch(new ProcessQueueItemBatch(), 10);

// Optional: To run only for a specific item type (e.g., 'FILE_UPLOAD'):
// Database.executeBatch(new ProcessQueueItemBatch('FILE_UPLOAD'), 10);
Verification and Monitoring
: Use the Developer Console to confirm the effectiveness of the job.
  1. Once the job is complete, confirm that all processed queue items have an
    evisort_Status__c
     of Complete.
  2. To monitor pending items while the batch runs, execute the following query in the Developer Console and observe the record count decrease:
SELECT Id, Name, evisort_Status__c, CreatedDate
FROM evisort_QueueItem__c
WHERE evisort_Status__c = 'NEW'
ORDER BY CreatedDate DESC