How / where are HR Case workflows triggered?

tajarichardson
Mega Expert

Sorry if this is a silly/elementary question, but I cannot for the life of me find how/where workflows are triggered for HR cases. I made a copy of one the HR Service workflows & made my changes.

I can't find where to update the associated workflow. I've checked everywhere I normally do, plus some. 

Can anyone help me out? 

1 ACCEPTED SOLUTION

hollysnyder
Mega Guru

Hello!

Workflows for HR Cases are triggered based on the HR Service. You will need to go into the HR Service Configuration for the specific HR Service and change the Fulfillment Type to Workflow. From there, you need to define the actual Workflow using the HR Template. If you have an HR Template already defined for the HR Service, open the HR Template, add the Workflow field, and select your desired Workflow.

If you do not have an HR Template already defined for the HR Service, you will need to create one, add the Workflow field, and select your desired Workflow.

I hope this helps!

Thanks!

Holly

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3 REPLIES 3

hollysnyder
Mega Guru

Hello!

Workflows for HR Cases are triggered based on the HR Service. You will need to go into the HR Service Configuration for the specific HR Service and change the Fulfillment Type to Workflow. From there, you need to define the actual Workflow using the HR Template. If you have an HR Template already defined for the HR Service, open the HR Template, add the Workflow field, and select your desired Workflow.

If you do not have an HR Template already defined for the HR Service, you will need to create one, add the Workflow field, and select your desired Workflow.

I hope this helps!

Thanks!

Holly

Thank you SO much. 

May I also trigger a workflow designed with Flow Designer?

Thanks! Fabio