You can create a custom task to enable a user to open the Capture Document page directly and capture a document if adequate permissions are assigned.
To create a custom task to capture documents using Hyland for Workday:
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Log on to the Workday Tenant.
The Home page is displayed.
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In the search box, enter Create Custom Task and press
Enter.
The Tasks and Reports page is displayed.
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From the Tasks and Reports page, click Create
Custom Task.
The Create Custom Task page is displayed.
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On the Create Custom Task page, enter the following
information:
Field Value Title Enter Capture Employee Document Reference ID Enter Capture_Employee_Document. Application ID -
To locate the Application ID, open App Manager and locate the app you created or want to configure.
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Click Configure to open the Configure In-Tenant Application page and note the value for Reference ID.
- Enter this value for Application ID.
Site ID -
To locate the Site ID, open App Manager and locate the app you created or want to configure.
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Click Configure to open the Configure In-Tenant Application page and note the value for Reference ID.
- Enter this value for Site ID.
Route Path /initiateEmployeeDocumentCapture/{customTaskObjectId} -
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Under the Business Object section, enter the
following:
Field Value Business Object - Select Common | Worker
- Select Secured selection
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Under the Security section, enter the following:
Field Value Domains Select Custom Domain [X] where [X] can range from 1 – 200. For example, Custom Domain 20. Note: Ensure that you select the same Custom Domain while creating other custom tasks required for Hyland for Workday.Testing Mode Only CAUTION: Do not select this check box. - Review the information you entered and click OK.