Workflow Engine - Manage Workflow Triggers
A Trigger is one or more conditions which, when satisfied, initiates a workflow. Employees are enrolled in a workflow by setting Initiation Triggers. You can manage triggers from any Workflow page.
To create Workflow Triggers, go to Edit. Select the button.
, select the ellipses for the appropriate workflow, and clickTo edit Workflow Triggers, go to Edit. Select the button.
, select the ellipses for the appropriate workflow, and clickPermissions
PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
Workflow Engine - Workflow Library - Manage | Grants access to view, edit, and publish workflows in the Workflow Library. This is an administrator permission. | Workflow Engine |
Select one or more of the following Triggers:
- Employee Self-service - Allows an employee to self-initiate the workflow for themselves as the target. This can be triggered from the Universal Profile’s options dropdown.
- Manager Self-service - Allows a manager to initiate the workflow for their direct and in-direct reports as the target.
- Admin initiated - Allows an authorized user to initiate the workflow for any employee within their line of site, based on permissions and constraints.
Click
to save the Triggers.