Creating a Custom Task to Capture Documents - Creating a Custom Task to Capture Documents - OnBase - Other - Hyland for Workday HCM - Other/Hyland-for-Workday-HCM/2.0/Hyland-for-Workday-HCM/Configuration/Solution-Configuration/Configuring-Custom-Tasks/Creating-a-Custom-Task-to-Capture-Documents - 2.0 - 2.0

Hyland for Workday HCM
Platform
Other
Product
Hyland for Workday HCM
Release
2.0
License
ft:lastPublication
2026-08-27T22:38:01.171000
ft:locale
en-US

You can create a custom task to enable a user to open the Capture Document screen directly and capture a document if adequate permissions are assigned.

To create a custom task to capture an employee's documents using Hyland for Workday HCM:

  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 Capture Employee Document.
  5. In the Reference ID field, enter Capture_Employee_Document.
  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 /initiateEmployeeDocumentCapture/{customTaskObjectId}.
  9. Under the Business Object section, perform the following steps:
    1. From the drop-down, select Common | Worker.
    2. Select Secured selection.
  10. Under the Security section, perform the following steps:
    1. From the drop-down next to Domain, 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 HCM.
    CAUTION: Do not select the check box next to Testing Mode Only.