EC - Workflow Groups
This step-by-step guide explains how to execute Workflow Groups in Employee Central using CodeBot. By following these instructions, you will be able to create new Workflow Groups, track execution progress, and verify the changes in SuccessFactors.
Step 1: Open the Employee Central Workbook
Navigate to Workflow Groups
Open the Employee Central Workbook and locate the section for Workflow Groups.
Create a New Group
In Column B, enter the name of the new group.
Select the DG Pool and enter the Expression Value.
Set Processing Group
In Column G, select the Processing Group Name.
Set the Processing Status to Pending.
Save and Close the Workbook
Once all necessary details are entered, close the workbook to proceed.
Step 2: Execute the Workflow Group Using CodeBot
Open CodeBot
Return to CodeBot and click on the Hamburger Menu (three horizontal lines) to access configuration options.
Start the Configuration
Select Start Configuration.
Enter your SFSF Password to authenticate.
Provide any Execution Notes
Select Advanced Options
In the Advanced Options, choose Workflow Groups from the dropdown.
Click Confirm and then Start.
Step 3: Track the Execution Progress
Check Execution Status
After starting the execution, you can track the progress by clicking the i icon to view details about the status.
View Screenshots of Changes
Once the execution is completed, you can view screenshots of the changes made in the workbook.
Completion Status
The status will change to Complete when the execution finishes.
Step 4: Verify Changes in the Workbook
Open the Workbook
After successful execution, reopen the workbook.
Look for Green Highlights
The changes made during execution will be highlighted in green, indicating successful updates.
Step 5: Verify Changes in SuccessFactors
Access SuccessFactors Instance
Navigate to Manage Workflow Groups in your SuccessFactors instance.
Confirm Group Creation
Here, you will see that the New Group Name has been successfully created and added to the system.
Conclusion
Following these steps will ensure that Workflow Groups are successfully executed in Employee Central using CodeBot. You will also be able to track the execution and verify the changes made in SuccessFactors.
Step 1: Open the Employee Central Workbook
Navigate to Workflow Groups
Open the Employee Central Workbook and locate the section for Workflow Groups.
Create a New Group
In Column B, enter the name of the new group.
Select the DG Pool and enter the Expression Value.
Set Processing Group
In Column G, select the Processing Group Name.
Set the Processing Status to Pending.
Save and Close the Workbook
Once all necessary details are entered, close the workbook to proceed.
Step 2: Execute the Workflow Group Using CodeBot
Open CodeBot
Return to CodeBot and click on the Hamburger Menu (three horizontal lines) to access configuration options.
Start the Configuration
Select Start Configuration.
Enter your SFSF Password to authenticate.
Provide any Execution Notes
Select Advanced Options
In the Advanced Options, choose Workflow Groups from the dropdown.
Click Confirm and then Start.
Step 3: Track the Execution Progress
Check Execution Status
After starting the execution, you can track the progress by clicking the i icon to view details about the status.
View Screenshots of Changes
Once the execution is completed, you can view screenshots of the changes made in the workbook.
Completion Status
The status will change to Complete when the execution finishes.
Step 4: Verify Changes in the Workbook
Open the Workbook
After successful execution, reopen the workbook.
Look for Green Highlights
The changes made during execution will be highlighted in green, indicating successful updates.
Step 5: Verify Changes in SuccessFactors
Access SuccessFactors Instance
Navigate to Manage Workflow Groups in your SuccessFactors instance.
Confirm Group Creation
Here, you will see that the New Group Name has been successfully created and added to the system.
Conclusion
Following these steps will ensure that Workflow Groups are successfully executed in Employee Central using CodeBot. You will also be able to track the execution and verify the changes made in SuccessFactors.
Updated on: 13/05/2025
Thank you!