Adding Custom Workflows Using Data from Your Existing UKG Solutions with 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

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”