Add Worklets to Business Processes

Access the

Business Process Steps Enabled for Worklets

report to see the enabled steps for worklets.

Access the

Business Process Security Policies for Functional Area

report to determine which security groups have permission to perform those steps.

Security: Manage: All Custom Reports
, Security Administration
, and Business Process Administration
domains in the System functional area.

Worklets display relevant analytic information within the context of a business process, enabling you to make more informed decisions. There are 2 options:

Workday delivers a number of preconfigured worklets.

You can create your own worklet from a custom report.

Workday defines which business processes can have embedded worklets and the steps they're available on. Only the default definition of a business process can have an embedded worklet on the Initiation
step. Custom business process definitions inherit the Initiation
step worklets from the default definition.

When you embed worklets in a business process, specify:

How to display the worklet.

Who has permission to view the worklet.

Values for any worklet prompts.

To enable a custom worklet for use in a business process:

Access the

Edit Custom Report

task.

Click

Output

Expand the

Worklet Options

area.

Select the

Enable As Worklet

check box.

Click the

Available on

prompt and select Embedded on Tasks
.

Enable users to view the related worklet. The procedure is different for each worklet type.

When you add the worklet to your business process, you can remove security groups but not add them.

Opzione	Descrizione
Delivered Worklet	Access the View Security for Securable Item report. In the Domain Item field, enter the worklet name. If you want to change the permitted security groups, as a related action on the Security Policy , select Domain Security Policy Edit Permissions .
Custom Worklet	Access the Edit Custom Report task. Click Share . Under Report Definition Sharing Options , select either Share with all authorized users or Share with specific authorized groups and users . If you selected Share with specific authorized groups and users , select the Authorized Groups and Authorized Users .

Add the worklet to the business process by selecting

Business Process

Maintain Related Worklets

from the related actions.

Depending on the way you configure the worklet, you might see the analytic information automatically. You can also click the button in the upper right corner to open the worklet. If you're not in a security group with permission to view the worklet, Workday hides the related information button.