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Administrator Guide
Last Updated: 2024-06-14
Configure Redirect on Business Process Steps

Configure Redirect on Business Process Steps

Permissions for the
Redirect
 action in the
Who Can Do Actions on Entire Business Process
 section of the business process security policy for appropriate security groups.
Security: These domains in the System functional area:
  • Business Process Administration
  • Manage: Business Process Definitions
You can route failed or rejected business process steps to a specified security group.
When you set up redirect on:
  • An
    Integration
     step, Workday routes the step to a configured user when the step fails. For redirected
    Integration
     steps, Workday won't automatically terminate the business process when the step fails. Example: The step failed because a network error occurred between your Workday tenant and your integration system.
  • A
    Review Documents
     step, Workday routes the step to a configured user when a user selects
    Don't Accept
     on the step. You can use redirect on
    Review Documents
     step only on the
    Offer
     business process. Example: The candidate declined an offer letter.
  1. From the related actions menu of an
    Integration
     or
    Review Documents
     step, select
    Business Process
    Maintain Redirect
    .
  2. As you complete the task, consider:
    Option Description
    Send Back
    Send the business process back from the redirected step to a prior step. The business process restarts from that step.
    A prior step is a step that a user takes action on. Example: You send back a redirected
    Review Documents
     step to a prior
    Action
     step.
    This
    Send Back
     option isn't available for
    Integration
     steps that are after a
    Completion
     step.
    Move to Next Step
    Enables security group members to advance the business process to the next step.
    Terminate Business Process
    Terminate the overall business process, including subprocesses. This option isn't available for a
    Review Documents
     step and dynamic business processes. Example:
    Job Application
    .
    Rerun Integration
    Rerun the
    Integration
     step that failed. Workday re-evaluates all condition rules on the
    Integration
     step before rerunning the step.
    Security Groups
    Workday routes the step to the specified security groups to take action. Workday displays security groups with permissions for the
    Redirect
     action on the business process security policy.
When Workday redirects a step, the security group or configured user receives a My Tasks item and can select a redirect action.
When an
Integration
 step fails and you have configured redirect, the
Process History
 displays these entries:
  • The
    Integration
     step that failed displays a status of
    Failed
    .
  • The new
    Redirect: Integration
     step displays a status of
    Awaiting Action
    .
When a
Review Documents
 step is declined and you have configured redirect, the
Process History
 displays these entries:
  • The
    Review Documents
     step that was declined displays a status of
    Redirected
    .
  • The new
    Redirect: Review Documents
     step displays a status of
    Awaiting Action
    .
You can create custom notifications that trigger on any business process step, or on the status of the business process as a whole. If you want to trigger a notification when a business process is terminated, create a custom notification that triggers on a
Denied
 status.