SAP Knowledge Base Article - Public

2776883 - How to set up a workflow for Payment Information portlet?

Symptom

How to set up a workflow for Payment Information portlet?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SuccessFactors Employee Central: Payment Information

Resolution

  1. From b1902 onwards, create a business rule with MDF rules scenario and Payment Informaiton as base object. Supported Workflows
  2. MDF Workflows

    • We support Update if pendingData = Yes.

    • We do not support Send Back, Resubmit, or Update if pendingData = No.

    • We support Decline if pendingData = No.

    • Deleting an MDF object with pendingData = No will not trigger any workflow.


    BusinessRuleScenario.png
  3. A sample rule is shown below:
    BusinessRule.png
  4. This rule should be added as onSave on Payment Information object definition Rules section.
  5. Make sure that the field Pending Data is set to 'Yes' in Configure Object Definitions > Payment Information.  

FAQ - Additional Information

Q) Where can I get information on this from the Guide?

A) Guide: Payment Information

     Chapter: Prerequisites for Payment Information

Q)Where can I check if a workflow is associated to the Payment Information Object Definition?

A)If a workflow is associated to the Payment Information Object Definition, this checks if the Pending Data flag in the same Object Definition is set to “Yes” or “No”. If the flag is set to “Yes”, the check is considered successful.

See Also

  • 2318830 - Employee Central - Payment Information
  • 2544336 - Custom MDF workflow and its behavior depending on Pending Data = Yes/ No

Keywords

 Bank, validation, configuration, workflow, pending data, payment information , KBA , LOD-SF-EC-PAY , Payment Information (Bank Information) , LOD-SF-EC-WFL , Workflows - Configuration, Tools, Objects & Rules , How To

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Core all versions