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Workday User Guide
Add Worklets to Business Processes

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.
  1. To enable a custom worklet for use in a business process:
    1. Access the
      Edit Custom Report
       task.
    2. Click
      Output
      .
    3. Expand the
      Worklet Options
       area.
    4. Select the
      Enable As Worklet
       check box.
    5. Click the
      Available on
       prompt and select
      Embedded on Tasks
      .
  2. 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.
    オプション 説明
    Delivered Worklet
    1. Access the
      View Security for Securable Item
       report.
    2. In the
      Domain Item
       field, enter the worklet name.
    3. 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
    1. Access the
      Edit Custom Report
       task.
    2. Click
      Share
      .
    3. Under
      Report Definition Sharing Options
      , select either
      Share with all authorized users
       or
      Share with specific authorized groups and users
      .
    4. If you selected
      Share with specific authorized groups and users
      , select the
      Authorized Groups
       and
      Authorized Users
      .
  3. 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.

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