Configure a lifecycle event activity

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  • Aktualisiert 12. März 2026
  • 29 Minuten Lesedauer

    • Create or modify a lifecycle event activity. Lifecycle Events activities can be approvals, employee tasks, fulfiller activities, notifications, flows, content, or activity containers.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Each activity must be associated with an owning group. If the activity has a targeted audience, you can use audience records to define the conditions or criteria that the subject person of a lifecycle event case must meet for the activity to trigger on their behalf. Each activity is associated with a single activity set.

    Prozedur

    1. Navigate to All > Lifecycle Events > Administration > Manage Lifecycle Events, and open a record.
    2. Click the Activity Sets tab to access the lifecycle event builder.
    3. Create a new or modify an existing activity.
      • To create a new activity, click Add Activity.
      • To modify an existing activity, hover over the activity and click Edit Activity.
      Use the lifecycle event builder to create new or modify existing activities.
    4. On the Activity form, set the Activity type field to one of the following:
      • Approval
      • Employee task
      • Fulfiller activity
      • Notification
      • Flow
      • Content
      • Activity container
      • Pulse survey
      For each activity type, follow the applicable task.
      Warnung:
      An LE activity (fulfiller activity) for an HR service that has the same LE type as the LE case can cause a loop that could cause a memory issue.

    For an approval

    Configure a lifecycle event activity that is an approval. Approvals create a to-do for the specified approvers to approve or reject.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Approval.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 1. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Approval.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Activity set Activity set that the activity is associated with.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. In the Approvers related list, define the approvers for the lifecycle event activity.
      Tabelle : 2. Approvers related list fields
      Field Description
      Approver groups Groups to approve the activity.
      Approver users Users to approve the activity.
      Approvers from case User from the lifecycle event case to approve the activity.
    4. In the Approval Options related list, set how the activity is approved.
      Tabelle : 3. Approval Options related list fields
      Field Description
      Wait for Select one of the following actions for when an approval is completed:
      Anyone to approve Only one person is required to approve the HR activity.
      Everyone to approve Everyone assigned to the HR activity is required to approve it. If one person rejects, the Assigned to person receives a message with a link to select a substitute approver.
      First response from anyone The first person to respond (approve or reject) to the activity determines the state.
      On rejection Select one of the following actions for when an approval is rejected:
      Allow resubmit of approvals: An HR agent can resubmit for approval. The Assigned to person receives a message on the case with a link to resubmit approval requests. All approvers are resubmitted the approval request.
      Close incomplete When the HR service is rejected, change the State of the case or task to Closed and Incomplete.
      Missing any approver Select one of the following actions for when any approver is missing:
      Select replacements When an approver is missing, the Assigned to person can select a replacement. If the activity is configured to have the Opened for Manager to approve, but the Opened for person has no manager assigned, the activity has a missing approver. If Select replacements is selected in the Missing any approver field, the Assigned to person receives a message with a link to select a substitute approver.
      Skip missing Bypass any missing approver and continue.
      Close incomplete Change the state of the case or task to Closed Incomplete when there is a missing approver.
      Missing all approvers Select one of the following actions for when all approvers are missing:
      Select replacements When all approvers are missing, the Assigned to person can select replacements. If the activity is configured to have the Opened for Manager to approve, but the Opened for person has no manager assigned, the activity has a missing approver. If Select replacements is selected in the Missing any approver field, the Assigned to person receives a message with a link to select a substitute approver.
      Close incomplete Change the state of the case or task to Closed and Incomplete when all approvers are missing.
    5. Click Submit or Update.

    For an employee task

    Configure a lifecycle event activity that is a task for an employee. Employee tasks are assigned to the subject person of the lifecycle event case.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Employee.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 4. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Employee.
      HR task template HR task template to use with the activity.
      Hinweis:
      An HR task template automatically populates fields on the HR task form when the task is generated. See Configure an HR task template for more information.
      Wait for generated task to complete Option to wait for the generated task to complete before the activity closes. This field appears when you select one of the following task types in the HR task template form. If selected:
      • HR Service: Completion of the HR task results in the creation of an HR case. The HR case must complete in order for the activity to close.
      • Submit Catalog Item: Completion of the HR task results in the creation of a request. The request must complete in order for the activity to close.
      • Submit Order Guide: Completion of the HR task results in the creation of an IT request. The IT request must complete in order for the activity to close.
      Hinweis:
      • The condition for closure depends on the activity type, and can be modified.
      • If selected, the change applies only to new lifecycle event cases. Activities in existing cases will not wait for the generated task to complete before the activity closes.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Activity set Activity set that the activity is associated with.
      Use badge from HR service configuration (If for the associated HR task template, the HR task type value is HR service) Option to use the badge that is associated with the parent HR service.
      Badge Badge that the fulfiller activity type is associated with.
      Hinweis:
      Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. Click Save.
    4. In the associated HR task template, when the HR task type value is HR service, Submit catalog item, or Submit order guide, in the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate variables on the child activity that is generated when the employee activity is triggered.
      1. Click New or open a record.
      2. Fill in the fields on the form.
        Tabelle : 5. Activity Field Mapping form
        Field Description
        Activity This field is automatically set to the name of the associated lifecycle event activity.
        Map from table Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
        Map from Map from type. Select one of the following:
        Field Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
        Custom text Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
        Map to variable Variable that the activity field is mapped to.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      3. Click Submit or Update.
      4. Repeat the process as needed.
    5. Click Update.

    For a fulfiller activity

    Configure a lifecycle event activity that is for a fulfiller. Fulfiller activities are assigned to an agent or fulfiller in a department such as HR, IT, or Facilities.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Fulfiller.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 6. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Fulfiller.
      Fulfiller activity Select one of the following fulfiller activity types:
      Hinweis:
      You can control the different fulfiller activity types that appear here. See Configure an activity configuration for a lifecycle event for more information.
      Automated Order Guide (Lifecycle Events for Enterprise only) An order guide fulfills the activity. In the Order guide field, select the order guide to use.
      Hinweis:
      An order guide submits a single service catalog request that generates several items. See Order guides for more information.
      Catalog Item (Lifecycle Events for Enterprise only) A catalog item fulfills the activity. In the Catalog item field, select the catalog item to use.
      Hinweis:
      A catalog item is a good or service. See Service catalog items for more information.
      Flow A flow fulfills the activity. In the Flow field, select the flow to use.
      Hinweis:
      A flow automates a process with a sequence of reusable actions. See Flow designer for more information.
      HR Service An HR service fulfills the activity. In the HR service field, select the HR service to use.
      Hinweis:
      HR services are the requests and assistance an HR organization provides its employees. See HR services for more information.
      HR Task An HR task fulfills the activity. In the HR task template field, select the HR task template to use.
      Hinweis:
      An HR task template automatically populates fields on the HR task form when the task is generated. See Configure an HR task template for more information.
      Incident (Lifecycle Events for Enterprise only) An incident fulfills the activity. In the Template field, select the incident template to use.
      Hinweis:
      An incident template automatically populates fields on the Incident form. See Incident Management for more information.
      Active Option to activate the activity for use.
      Use badge from HR service configuration (If for the associated HR task template, the HR task type value is HR service) Option to use the badge that is associated with the parent HR service.
      Badge Badge that the fulfiller activity type is associated with.
      Hinweis:
      Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Activity set Activity set that the activity is associated with.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. Click Save.
    4. In the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate fields on the child activity that is generated when the fulfiller activity is triggered.
      Hinweis:
      This section inherits any mappings from the associated fulfiller activity type. You can use the default fulfiller activity type mappings as-is or further modify them.
      1. Click New or open a record.
      2. Fill in the fields on the form.
        Tabelle : 7. Activity Field Mapping form
        Field Description
        Activity This field is automatically set to the name of the associated lifecycle event activity.
        Map from table Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
        Map from Map from type. Select one of the following:
        Field Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
        Custom text Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
        Map to table Target table that the activity field is mapped to. This field is automatically set to the name of the table that the child activity is associated with.
        Map to field Field in the target table that the activity field is mapped to.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      3. Click Submit or Update.
      4. Repeat the process as needed.
    5. Click Update.

    For a notification

    Configure a lifecycle event activity that is a notification. Notifications automate the sending of an email to the specified recipients.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Notification.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 8. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Notification.
      Email template Select an existing or create a new email template.
      From Provide the name of the sender.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Activity set Activity set that the activity is associated with.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. In the Recipients related list, define the notification recipients for the lifecycle event activity.
      Tabelle : 9. Recipients related list fields
      Field Description
      Recipient users Users to receive the email notification.
      Recipient groups Groups to receive the email notification.
      Users/Groups on case User fields from the lifecycle event case to receive the email notification.
    4. Click Submit or Update.

    Flow activity parameters

    Use flow activity parameters on a lifecycle event activity to automatically populate values from a subflow within an activity.

    You can configure subflows for a lifecycle event and pass the values for the input parameters of the subflow within the activity.

    Having the ability to call any subflow from a lifecycle event activity provides you with a low code or no code configuration.

    Calling subflows from a lifecycle event activity provides an enterprise-wide workflow you can use to interact with third-party applications at a specific point in a lifecycle event.

    For more information, see Flows.

    Use cases

    You can use flow activity parameters for:
    Tabelle : 10. Offboarding
    Subflow Parameters
    Terminate employee in Workday.
    • Employee: Subject person
    • End Date: Subject person HR Profile.Employment End Date
    Tabelle : 11. Onboarding
    Subflow Parameters
    Mark employee as a no show in Workday. (Employee accepted an offer of employment, but at some point decided to back out of agreement.)
    • Employee: Subject person
    • Reason: Reason for no show
    Tabelle : 12. Transition/Rehire
    Subflow Parameters
    Switch primary job
    • Employee: Subject person
    • Job: Subject person job

    For more information, see Subflows.

    Map activity fields and input parameters

    You can use fields from a table to map your activity field to an input parameter.

    Or, you can map activity fields to an input parameter using a custom script.

    For a flow

    Configure a lifecycle event activity that uses a subflow.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Flow.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 13. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Flow.
      Flow Subflow to use with the activity.
      Wichtig:
      Active Option to activate the activity for use.
      Badge Badge that the fulfiller activity type is associated with.
      Hinweis:
      Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Activity set Activity set that the activity is associated with.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. Click Save.
      The Activity Field Mappings and Rescind activities tabs appear. These fields pass from the subflow.

    Configure activity field mapping

    Use activity field mappings to map information from a field on a table, custom text, or a custom script to a flow input from a subflow.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer

    Warum und wann dieser Vorgang ausgeführt wird

    The activity field mappings pass fields from the subflow you selected when configuring the lifecycle event activity.

    Prozedur

    1. Navigate to All > Lifecycle Events > Manage Activities.
    2. Select an activity that has Flow as the Activity type.
      For more information, see For a flow.
    3. Click the Activity Field Mappings tab.
    4. Click an activity field mapping.
    5. Fill in the fields on the form, as appropriate.
      Tabelle : 14. Activity Field Mapping
      Field Description
      Activity The activity you are creating field mappings for.
      Map from table The table you want to map values from.
      Map from How you want to map values from the table you selected. Valid values are:
      • Field
      • Custom Text
      • Custom Script
      Map from field The field from the table you selected that you want to map your activity field.

      For example, you can select the Activity [sn_hr_le_case] table and the subject-person field from that table to map to the User flow input.

      Appears when you select Field from the Map from field.
      Custom text The text you want to map to your activity field.

      Appears when you select Custom Text from the Map from field.
      Script The script you want to map to your activity field.

      Appears when you select Custom Script from the Map from field.
      Map to flow input The input parameter from your subflow that you are mapping from a field from a table, custom text, or custom script.

      For more information, see For a flow.
      Input mandatory Indicates if the input is required and reflects the settings from the subflow you selected.

      For more information, see Subflows.
    6. Click Submit or Update.

    For content

    Configure a lifecycle event activity to schedule content. This activity type enables you to deliver relevant and tailored content to employees as part of the lifecycle event. For example, you can push company-related information or a first day at work banner to new hires as part of their onboarding.

    Vorbereitungen

    Role required: sn_cd.content_manager, sn_hr_le.activity_writer, and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Content.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 15. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Content.
      Template Schedule content template to use with the activity.
      Hinweis:
      A schedule content template schedules and delivers content to users as part of a lifecycle event. See Configure a schedule content template for a lifecycle event activity for more information.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Audience

      Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records to target the content to the subject person, opened for person, or a person working on the lifecycle event case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. In the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate fields on the content activity.
      You can use the activity field mappings to define who the content is delivered to, when the content is delivered, how long the content is available for, and more.
      1. Click New or open a record.
      2. Fill in the fields on the form.
        Tabelle : 16. Activity Field Mapping form
        Field Description
        Activity This field is automatically set to the name of the associated lifecycle event activity.
        Map from table Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
        Map from Map from type. Select one of the following:
        Field Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
        Custom text Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
        Map to table Target table that the activity field is mapped to. This field is automatically set to the name of the table that the child activity is associated with.
        Map to field Field in the target table that the activity field is mapped to.
        Hinweis:
        Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      3. Click Submit or Update.
      4. Repeat the process as needed.
    4. Click Submit or Update.

    For an activity container

    Configure a lifecycle event activity that is a container for a group of activities. This activity type enables you to manage the dependencies of activities within an activity set. You can use activity containers to order activities, in parallel or sequence, as well as configure multiple activity containers within an activity set.

    Vorbereitungen

    Role required: sn_hr_le.activity_writer and membership in the owning group that owns the activity.

    Prozedur

    1. On the Activity form, set the Activity type field to Activity container.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 17. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Activity type Set the value to Activity container.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. Right-click the former header and click Save.
      The Member activities related list appears.
    4. In the Member activities related list, create one or more member activities of the following types:
      Hinweis:
      • Member activities inherit the audience of the activity container.
      • Member activities trigger based on the order number assigned. Activities with the same order number trigger at the same time.
      • New member activities must be created for each activity container. You cannot move existing activities into an activity container, nor can you move member activities out of the container to use as standalone activities.
      • Member activities cannot be activity containers. You cannot place an activity container inside another activity container.
      • Approval
      • Employee
      • Fulfiller
      • Notification
      • Flow
      • Content

      For example, this is an activity container to request a credit card. The activity container has three member activities. The first is to approve the credit card request, the second is to submit the request, and the third is to notify relevant groups about the request.

      An activity container to request a credit card, with three member activities to approve the request, submit the request, and notify relevant groups.

    5. Click Update.

    For a pulse survey

    Configure a lifecycle event activity that is a pulse survey. Pulse surveys capture employee feedback.

    Vorbereitungen

    Role required:

    Prozedur

    1. On the Activity form, set the Activity type field to Pulse Survey.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 18. Activity form
      Field Description
      Title Name of the lifecycle event activity.
      Description Description of the lifecycle event activity.
      Pulse survey The survey to send.
      Pulse user field The users to whom you want to send the survey. Use the tree picker to select a field.
      Active Option to activate the activity for use.
      Owning group Owning group that the activity is associated with.
      Hinweis:
      • Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event.
      • To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
      Audience Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of one audience record for the activity to trigger in the case. If no audience record is selected, then the activity for the activity to trigger in the case.

      The audience criteria for an activity set applies first. When the audience criteria is met, the activity set executes. The audience at the activity level is then checked and executed.

      You cannot set an audience for activity sets that have a trigger type of Rescind.

      Hinweis:
      Audience records define the conditions or criteria that a user must meet.
    3. Click Submit or Update.

    Moving an activity within an activity set

    There are multiple ways you can move an activity within an activity set.

    The different methods are:
    • The drag-and-drop feature enables you to move an activity within an activity set or to another activity set.
    • Use the reorder pop-up on an activity and select where you want the activity to reside.
    • Edit the activity and select and save a new activity set or enter a new display order number to reorder an activity within an activity set.
    • You cannot reorder a request activity.
      Hinweis:
      Requests have a grey background around the request card for easier identification.
    • You cannot move an activity above a request activity.
    • If you use the Lifecycle event reorder icon to move an activity to another activity set, by default it moves it to the top position of the activity set below any request activities.

    Reorder a life cycle event activity

    You can reorder an activity within an activity set for a lifecycle event using different methods.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Lifecycle Events > Administration > Manage Lifecycle Events.
    2. Select a lifecycle event.
    3. Select the Activity Sets tab.
    4. Use the drag-and-drop method to select an activity with your mouse and hold it and drag it to a different location within the same activity set or into another activity set.
      Hinweis:
      The ordering numbers change automatically.
    5. To move an activity, select the Reorder icon (Lifecycle event reorder icon from an activity.
      Hinweis:
      If you use the Reorder icon to move an activity to another activity set, by default it moves it to the top position of the activity set below any request activities.
    6. A reorder pop-up appears.
      Lifecycle event activity - Reorder
    7. Select a choice with your mouse and release.
      Hinweis:
      The ordering numbers change automatically.
    8. Another way to edit an activity is to select the Edit Activity icon (Lifecycle event - Edit Activity icon) on an activity.
      The activity appears in a separate window.Lifecycle event - Edit activity
    9. Edit the Activity set and Display order fields to change the activity set the activity belongs to and the order it appears.
      Hinweis:
      Requests cannot be reordered.
    10. Select Update.

    Triggering an activity from upstream activities

    For a lifecycle event case, you can trigger or create an activity from an activity that is in another activity set.

    Activities in later activity sets can be created based on survey responses in earlier activity sets and for users other than the person the case was created for (subject person).

    You can create an activity that has a task type of Collect Employee Input and based on the results, another activity is created. In this example, the activity that has a task type of Collect Employee Input is the upstream activity. The activity that is created from this is the downstream activity.

    Previously, only the Subject person could answer questions from an activity with a task type of Collect Employee Input (survey). For an New Hire Onboarding lifecycle event, the Subject person might not have access to the survey yet. Now, the Opened for, Subject person, or Assigned to can take the survey. This keeps the lifecycle event moving.
    Upstream survey creates downstream survey
    For example, a lifecycle event activity can task a manager with taking a survey.
    • The survey asks a hiring manager if their new employees require special equipment.
    • The hiring manager can answer the survey indicating if the new hires require special equipment.
    • If the answer is yes, a new survey can be created in a downstream activity set that asks what specific safety equipment are required.
    • Anyone that has access to the original lifecycle event case can answer the second survey requesting specific safety equipment for the new hires.
    • To configure this activity, associate an HR template that has an HR task type of Collect Employee Input. For more information, see Configure an HR task template and Adding an HR task to an HR case.
    System property
    The sn_hr_core.create_new_survey_instances system property determines if new survey instances are created with each survey task even when an existing survey instance for the same user exists.
    The default value is True and indicates multiple survey instances can be created.
    If the value is False, when an existing survey instance for the same survey and same user exists, the survey is attached to the survey task.