Customizing workflows

The Shift Billboard workflows can be customized to change the process by which shift posting, claiming, or withdrawing actions are accepted or rejected. The validations and approvals in the default workflows can be modified. Additional validation or approval steps can be added to the workflows to ensure that billboard transactions respect corporate policies and other customer requirements. For example, a custom workflow could require approvals from multiple users before a request is successful.

These guidelines should be followed for customers implementing custom workflows for Shift Billboard:
  • Custom workflows can only be created by editing the core Shift Billboard workflows: Billboard Posting, Billboard Claim, and Billboard Withdraw.
  • Customers should use core API services for accepting or rejecting shift posting or claiming requests in custom workflows.
  • Custom workflows may not make any changes to shifts.
  • The Form Studio can be used to create custom forms for Shift Billboard workflows.
  • When a billboard request is made, custom workflows must result in one of the supported outcomes. The messages displayed to users for these outcomes can be configured through localization.
    Note: For details on the supported outcomes, see Possible results for post requests and Possible results for claim requests.
  • Customizations to the logic used to determine which shifts are displayed to employees as available shifts are not supported.
  • Customizations to screens in the application that are used to perform billboard actions are not supported. The text for field labels and messages can be modified using localization configuration.

Shift Billboard workflows can be customized using Form Studio in the desktop WFM application. You can add additional nodes to the default workflows or adjust the connections between nodes.

See "Using Form Studio" in the Infor Workforce Management Application Configuration Guide.