2324626 - Workflow behavior when editing a record from History Pages

• Does the workflow trigger when performing changes through the History button (clock icon) for hard-coded portlets such as Personal Information, Address Information, Job Information or Compensation Information?
• When I edit a record in a EC portlet from the history icon, the workflow is not triggered. 
• When I edit a record in a custom MDF portlet from the history icon, the workflow is triggered. 

SAP SuccessFactors Employee Central: Workflow

There are different behaviors for custom MDF and standard portlets:

For standard portlets:

• The workflow does not trigger when you edit a record from the history icon.
• The workflow is only triggered and displayed when selecting the Edit button (pencil icon), but when trying to insert a new record or edit an existing one through the History button (clock icon), the change saves successfully without displaying the workflow.

Note: if you download the Rule Trace, the workflow will be properly listed, showing that it has been successfully kicked off.

Yes, that is the correct system behavior. In SAP SuccessFactors Employee Central, workflows are triggered when changes are made using the pencil icon (Edit button). However, when inserting a new record or editing an existing one through the History UI (clock icon), the workflow is not triggered, even though the changes save successfully.

For custom MDF portlets:

• The workflow is triggered when you edit a record from the history icon and you will see the workflow initiation window pop up when saving. 

How to restrict access to the History icon:

To restrict the "History" icon so it cannot be accessed, please consider making the following configuration settings in the Granted Users Permission Role for the impacted Effective Dated portlets (example is of the Dependents portlet):

2324626 - Workflow behavior when editing a record from History Pages

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