You can create a custom task from Hyland for Workday
Financial Management.
To create a custom task:
- Log in to Workday Tenant and in the search box, search for Create Custom Task.
-
On the Tasks and Reports page, click Create
Custom Task.
The Create Custom Task page is displayed.
-
On the Create Custom Task page, provide the following
information for each business object and then, click
OK.
Configure Hyland for Workday Financial Management
Field Values Title Configure Hyland for Workday Financial Management Reference ID TASK_ConfigureFinancial Application ID HFW-FIN-App_fzlxvg Site ID HFW-FIN-App_fzlxvg Route Path /businessObjectSelection Business Object Worker/Any Financial Business Object (for example, Supplier)
Select “Secured selection”
Security: Domains -
Custom Domain 1
Security: Testing Mode Only [This is a checkbox. Do not select this.] Enable for Mobile App [This is a checkbox. Select this.] View Supplier Documents
Field Values Title View Supplier Documents Reference ID (empty) Application ID HFW-FIN-APP_fzlxvg Site ID HFW-FIN-APP_fzlxvg Route Path /supplierDocuments/{customTaskObjectId} Business Object Supplier
Select “Secured selection”
Related Actions Category Override (empty) Security: Domains - Reports: Supplier Accounts 1099 – USA
- View: Supplier
Security: Testing Mode Only [This is a checkbox. Do not select this.] Allowed on Custom Dashboards (empty) Enable for Mobile App [This is a checkbox. Select this.] View Purchase Order Documents
Field Value Title View Purchase Order Documents Reference ID (empty) Application ID HFW-FIN-APP_fzlxvg Site ID HFW-FIN-APP_fzlxvg Route Path /purchaseOrderDocuments/{customTaskObjectId} Business Object Purchase Order
Select “Secured selection”
Related Actions Category Override (empty) Security: Domains - Process: Purchase Order – View
- Process: Supplier Invoice – View
- Self-Service: Purchase Order
- Self-Service: Supplier Contact Tasks
- View: Organization Purchase Order
Security: Testing Mode Only [This is a checkbox. Do not select this.] Allowed on Custom Dashboards (empty) Enable for Mobile App [This is a checkbox. Select this.] View Invoice Documents
Field Value Title View Invoice Documents Reference ID (empty) Application ID HFW-FIN-APP_fzlxvg Site ID HFW-FIN-APP_fzlxvg Route Path /invoiceDocuments/{customTaskObjectId} Business Object Supplier Invoice
Select “Secured selection”
Related Actions Category Override (empty) Security: Domains - Process: Supplier Invoice – View
- Self-Service: Supplier Contact Tasks
- View: Organization Supplier Invoice
Security: Testing Mode Only [This is a checkbox. Do not select this.] Allowed on Custom Dashboards (empty) Enable for Mobile App [This is a checkbox. Select this.] View Receipt Documents
Field Value Title View Receipt Documents Reference ID (empty) Application ID HFW-FIN-APP_fzlxvg Site ID HFW-FIN-APP_fzlxvg Route Path /receiptDocuments/{customTaskObjectId} Business Object Receipt
Select “Secured selection”
Related Actions Category Override (empty) Security: Domains - Process: Receipt/Return – View
- Process: Supplier Invoice – View
- Self-Service: Receipt
- Self-Service: Supplier Contact Tasks
- View: Organization Receipt/Return
Security: Testing Mode Only [This is a checkbox. Do not select this.] Allowed on Custom Dashboards (empty) Enable for Mobile App [This is a checkbox. Select this.] View Contract Documents
Field Value Title View Contract Documents Reference ID (empty) Application ID HFW-FIN-APP_fzlxvg Site ID HFW-FIN-APP_fzlxvg Route Path /contractDocuments/{customTaskObjectId} Business Object Supplier Contract
Select “Secured selection”
Related Actions Category Override (empty) Security: Domains - Process: Supplier Contract – View
- View: Organization Supplier Contract
Security: Testing Mode Only [This is a checkbox. Do not select this.] Allowed on Custom Dashboards (empty) Enable for Mobile App [This is a checkbox. Select this.] -