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
- From b1902 onwards, create a business rule with MDF rules scenario and Payment Informaiton as base object. Supported Workflows
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We support Update if pendingData = Yes.
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We do not support Send Back, Resubmit, or Update if pendingData = No.
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We support Decline if pendingData = No.
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Deleting an MDF object with pendingData = No will not trigger any workflow.
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- A sample rule is shown below:
- This rule should be added as onSave on Payment Information object definition Rules section.
- 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
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