Creating a Custom Task to View Employee Documents - Creating a Custom Task to View Employee 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-View-Employee-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

To create a custom task to view 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 View Employee Documents.
  5. In the Reference ID field, enter View_Employee_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 /employeeDocuments/{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.