Editing Custom Tasks - Editing Custom Tasks - 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/Editing-Custom-Tasks - 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

After you create Custom Tasks required for Hyland for Workday Financial Management, you can edit them as required. If you are upgrading an existing installation, you do not need to create or update the values you entered while creating Custom Tasks. Ensure to update only the App ID for the Custom Tasks.
Note: For more information on how to create custom tasks, refer to the Create Custom Apps section in Workday's Developer Portal documentation. If you do not yet have access to the Workday Developer Portal, contact your Workday administrator.
  1. Log on to the Workday Tenant.
    The Home page is displayed.
  2. In the search box, enter Edit Custom Task and press Enter.
    The Tasks and Reports page is displayed.
  3. From the Tasks and Reports page, click Edit Custom Task.
    The Edit Custom Task dialog box is displayed.
  4. From the Custom Task drop-down list, select Configure Hyland for Workday Financial Management and then click OK.
    The Edit Custom Task Configure Hyland for Workday Financial Management page is displayed.
  5. Edit the values on this page as required and click OK.
    Note: If you are upgrading an existing installation of Hyland for Workday Financial Management, ensure to update only the App ID for the newer version.
  6. Repeat the steps for the following custom tasks:
    • View Supplier Documents
    • View Purchase Order Documents
    • View Invoice Documents
    • View Receipt Documents
    • View Contract Documents
  7. Verify the values you entered and click OK.