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Adding custom workflows using data from your existing UKG solutions with CloudApper

Home Community How-to Guides Adding custom workflows using data from your existing UKG solutions with CloudApper

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    Adding conditions to trigger workflows using CloudApper

    • To create a trigger, select “Create New” from the bottom right – this will prompt you to create the trigger automatically
    • Here, you can set up your trigger and choose the options which work best for your needs

    If you want to trigger a workflow after a record is created in any particular form:

    • Choose “After” and “On Create” from the options
    • Choose the proper table or form and the workflow will run whenever a record is created in that form

    If you want to trigger a workflow before a record is created in any particular form:

    • Choose “Before” and “On Create” from the screen and choose the proper form
    • The workflow will be triggered right before you initiate creating a record in that form

    If you want to set a workflow before or after a record is being updated instead of being created:

    • Choose “On Update” from the selection along with “Before” or “After” as per your needs
    • This will trigger the workflow on any edit in that record


    Creating records automatically based on specific triggers from your UKG solution 

    • Add a trigger
    • Click on the “+” button beneath the trigger
    • Select “Create Record”
    • Select appropriate options from the dropdown lists (watch the video below to learn more)
    • Select “Done”


    Fetch records from your UKG solution as needed using CloudApper

    • Add a trigger
    • Click on the “+” button beneath the trigger
    • Select “Fetch Records”
    • Select whether to fetch single or multiple records under “Record Type”
    • Select appropriate options from the dropdown lists (please watch the video to learn more)
    • Add “Filters” if needed
    • Select “Done”


    Using CloudApper to generate records/form properties after fetching multiple records from your UKG solution

    • Click on the “+” button beneath “Fetch Records”
    • Select “Create Record”
    • Select appropriate options from the dropdown lists (watch the video below)
    • Select “Done”
    • Click on the “+” button between “Fetch Records” and “Create Record”
    • Select “Iterator”
    • Select appropriate options from the dropdown lists
    • Go back to “Create Record”
    • Under “Field Assignment,” click on “Enter a Value” and select the option(s) with the iterator
    • Select “Done”


    Updating existing records automatically in CloudApper based on specific triggers from your UKG software 

    • Add a “Trigger” and select “On Create” under the “On Fire” option
    • Click on the “+” button beneath the trigger
    • Select “Update Record”
    • Select appropriate options from the dropdown lists (watch the video to learn more)
    • Add “Filters” if needed
    • Select “Done”


    Using CloudApper to execute different actions in different scenarios within the same workflow

    • Add a trigger
    • Click on the “+” button beneath the trigger
    • Select “Logic Path” twice
    • Select the conditions which will define the different scenarios
    • Add appropriate conditions in the workflow as required for the different logic paths
    • Click on “Save”


    Using CloudApper to configure various connectors to execute defined actions

    • Add a trigger
    • Click on the “+” button beneath the trigger
    • Select “Connector”
    • Select the connector group and the option from the subsequent list
    • Select appropriate options from the dropdown lists (watch the video to learn more)
    • Select “Done”

    To learn more about how the CloudApper community can add functionalities to your UKG software, please contact us.

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