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

[CloudApper]

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

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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”

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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”

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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”

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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”

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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”

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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.

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

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