Creating a Custom Task to Access Supplier Invoice Documents - Creating a Custom Task to Access Supplier Invoice Documents - OnBase - Other - Hyland for Workday Financial Management - Other/Hyland-for-Workday-Financial-Management/2.4/Hyland-for-Workday-Financial-Management/Configuration/Solution-Configuration/Configuring-Custom-Tasks/Creating-a-Custom-Task-to-Access-Supplier-Invoice-Documents - 2.4 - 2.4

Hyland for Workday Financial Management
Platform
Other
Product
Hyland for Workday Financial Management
Release
2.4
License
ft:lastPublication
2026-08-27T22:38:49.111000
ft:locale
en-US

To create a custom task to access supplier invoice documents using Hyland for Workday Financial Management:

  1. Log on to the Workday Tenant.
    The Home page is displayed.
  2. In the search box, enter Create Custom Task and press Enter.
    The Tasks and Reports page is displayed.
  3. From the Tasks and Reports page, click Create Custom Task.
    The Create Custom Task page is displayed.
    Create Custom Task page
  4. In the Title field, enter View Invoice Documents.
  5. In the Reference ID field, enter View_Invoice_Documents.
  6. To enter a value in the Application ID field, perform the following steps:
    1. Open App Manager and locate the app you created or want to configure from the list of displayed apps.
    2. Next to the app, click Configure.
      The Configure In-Tenant Application page is displayed.
    3. From the Configue In-Tenant Application page, note the value for Reference ID.
    4. Enter the Reference ID value in the Application ID field.
  7. To enter a value in the Site ID field, perform the following steps:
    1. Open App Manager and locate the app you created or want to configure from the list of displayed apps.
    2. Next to the app, click Configure.
      The Configure In-Tenant Application page is displayed.
    3. From the Configue In-Tenat Application page, note the value for Reference ID.
    4. Enter the Reference ID value in the Site ID field.
  8. In the Route Path field, enter /invoiceDocuments/{customTaskObjectId}.
  9. Under the Business Object section, perform the following steps:
    1. From the drop-down, select Procurement | Supplier Invoice.
    2. Select Secured selection.
  10. Under the Usages section, select the check box next to Enable for Mobile App.
  11. Under the Security section, perform the following steps:
    1. From the drop-down next to Domain, select the following:
      1. Process: Supplier Invoice – View
      2. Self-Service: Supplier Contact Tasks
      3. View: Organization Supplier Invoice
      CAUTION: Do not select the check box next to Testing Mode Only.
    2. Click OK.