Switching to the split Shift Trade Eligibility nodes

  1. To update your workflow to use the split validation and initiation nodes, in WFM select Maintenance > System Administration > Toolkit > Form Studio > Workflow Flow.
  2. Select and modify the Shift Trade workflow, then click Edit.
  3. Click Copy.
  4. Specify a new Name and provide a new Description.
  5. Click Go.
  6. In the copied flow, delete the Shift Trade Eligibility node.
  7. Add the Initiate Shift Trade node to the flow:
    • Branch Success to the User node.
    • Branch Warning to the Role node.
    • Branch Failure to the MVSRejectAction node.
  8. Add the Validate Shift Trade Eligibility node:
    1. In Details, select Start and Validation End, then click Update.
    2. Branch both Success and Warning to the Initiate Shift Trade node.
  9. On the SaveApprovedComplianceWarning node that connects to the User node:
    1. Delete the existing Success branch connected to the User node.
    2. Add a new Success branch connecting to the Initiate Shift Trade node.
    3. Click Save.
    Note: Leave the second SaveApprovedComplianceWarning node that connects to ShiftTrade unchanged.
  10. Navigate to Maintenance > System Administration > Toolkit > Form Studio > Workflow Form.
  11. Specify your shift trade form. For example, Shift Trade - Swap.
  12. In Workflow, select the newly copied workflow flow.
  13. Save the form.