Concept: Workflow Visibility and Permissions

Submitter Access controls the permissions a ticket submitter has throughout the workflow phases. You can configure these settings on the

Settings

tab of the workflow.

You can grant either

Full Access

or

Limited Access

. When you select Limited Access, you can specify the actions that submitters can perform on the

Edit

,

Review

,

Sign

, and

Finalize

phases.

Submitters must have View access on a stage to have additional permissions on that stage. Example: To enable submitters to edit form information on the

Review

stage, you must also enable View access on the

Review

stage.

Indicates which users can have access to see the tickets that have been submitted via this workflow. The options are:

Only
All users except
All users

You can override limited access settings with this option. We don’t apply limited access settings when all users can view submitted tickets. We limit submitter access settings when you select only specific users.

Workday generates a direct link to the intake form after you complete and save the workflow. You can copy this link on the

Settings

tab and share it with users for direct form access. See Reference: Workflow Intake Form Links

Workflow Access Controls enable you to determine which workflows are available to which users or departments when generating a new ticket or using Workflow Builder. This helps ensure users only see the workflows they need to access.

You can set these controls by managing the

Share

settings of a workflow template. The options for sharing are:

Your own view (private)
Specific departments or users
Anyone at a specified workspace