You can configure a custom task in Workday to enable users to access various functionalities in the Hyland for Workday application within the Workday tenant. You can create and configure custom tasks for configuring Hyland for Workday, viewing an employee's documents, capturing documents for users, and configuring trigger orchestrations.
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To create or configure custom tasks in Workday, you must have access to or be a part of the Implementers security group. Ensure you have access to this security group before you proceed to create custom tasks. For more information on this security group and how to obtain access to this, contact your Workday administrator.
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For more information on how to create custom tasks, refer to the Create Custom Tasks chapter in the Extend Apps section of Workday's Developer Portal documentation. If you do not yet have access to the Workday Developer Portal, contact your Workday administrator.
See the following sections for specific instructions on how to create custom tasks related to Hyland for Workday: