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How can we call the work flows from WFM UI in Genesys cloud?

  • 1.  How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-07-2024 12:17

    Hi All,

    We are are trying to integrate workday with our Genesys cloud WFM, we have created the data actions of workday and we trying to call them in the workflows.

    Now the question is how can call the workflows from WFM UI in Genesys cloud.

    Kindly let me know your thoughts on this!

    Regards,
    Jarvish Kisanth Singh


    #WorkforceManagement

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    Jarvish Kisanth Singh
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  • 2.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-07-2024 17:32
    Edited by Krishna Raghuraman 11-07-2024 17:33

    Hello,

    When you say you are trying to know how to call the workflow, is your goal to to test the workflow isolated before setting it up through WFM HRIS Integration? Or are you asking what workflows are triggered under specific circumstances i.e when time off request is created or approved etc.

    If the question specifically is to know how to test workflow input and output,  there is not a way to test it from UI. However you can use APIs to do it. Look for instructions here https://developer.genesys.cloud/blueprints/wfm-hris-blueprint/#test-the-workflows-with-the-genesys-cloud-api. You will need the flow Id and depending on if your workflow needs input, you will feed the inputData to POST /api/v2/flows/executions. The output will be a flow executionId which you will feed to GET /api/v2/flows/executions/{flowExecutionId} to get the results



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    Krishna Raghuraman
    Lead Software Engineer
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  • 3.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-08-2024 07:51

    Hi Krishana,

    Thanks for your reply.

    I'm looking trigger the workflows when users trying to check their leave balance or apply time-off in Genesys Cloud WFM UI.

    Let me know your thoughts on this!

    Regards,

    Jarvish Kisanth Singh



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    Jarvish Kisanth Singh
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  • 4.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-08-2024 11:42
    Edited by Krishna Raghuraman 11-08-2024 11:44

    Hello Jarvish,

    To setup to trigger workflows, you would assign these workflows under appropriate HRIS integration configuration setting. The integrations are under Admin/Integration. Once you load specific integration, you will navigate to the configuration tab and you can see list of properties. I have attached a file showing how workflows are assigned to configuration properties corresponding to checking balance, to create or update time off request in HRIS system etc. Note that integration needs to be activated as well. Hope this helps



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    Krishna Raghuraman
    Lead Software Engineer
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  • 5.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-11-2024 08:30

    Hi Krishna,

    Thank you so much for your help.

    This is what exactly I need.

    But I have one question though, since we are gonna call the workflow, where we would have the data actions to get the info from backend.

    then what is the credentials that particular integration is looking for?



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    Jarvish Kisanth Singh
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  • 6.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-11-2024 10:14

    The credentials for the HRIS... From the blueprint doc: "Credentials stored in the integration's configuration are used to authorize data actions to access the specified route of the HRIS JSON REST API endpoint." I.e., what credentials that allow you to invoke the HRIS' endpoints.



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    Jay Langsford
    VP, R&D
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  • 7.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-11-2024 11:36

    Hi Jay,

    Thanks for the update,

    Still I'm confused, Third party integration to create data actions will have its own Authentication since we are going to call those data action in our workflow which is independent of HRIS Integration.

    if this is the case, Why do we need an authentication for HRIS Integration separately.

    Apologies if I'm asking an dumb question.



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    Jarvish Kisanth Singh
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  • 8.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-12-2024 09:29

    Hello Jarvish,

    The credential set up as far as HRIS type integration is concerned is redundant. We do not fail integration set up validation based on that. But I understand the admin UI excepts you to set up something. For now, you can set it up with a dummy user authentication and proceed with saving and activating the integration. We will get a ticket created on our side to ensure UI does not block you from saving your HRIS integration without credential set up in future. On another note,  we will validate to ensure at least your time off types is set up with a valid workflow that produces a valid response during integration activation. Hope it helps.



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    Krishna Raghuraman
    Lead Software Engineer
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  • 9.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-19-2024 06:40

    Hi Krishna,

    Thanks for the update.

    I still have couple of questions,

    1. How Genesys cloud knows that we have to go to that particular integration(if org have two HRIS system)?
    2. I'm getting an error in the Integration no matter what credential I use.



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    Jarvish Kisanth Singh
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  • 10.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-19-2024 09:05

    Hello Jarvish,

    1. If an organization has multiple HRIS systems, they would be integrated with Genesys via multiple active integrations. Agent synchronization will make sure to process all active integrations and associate the agents in HRIS system with appropriate integration. For actions like insert/update time off request or getting balance, appropriate workflow associated with agent's integration will be invoked to complete the action. Hope that helps.
    2. Regarding the error, can you hover over the error icon and see what details you see? Also try deactivating and reactivating the integration to see if it changes. Note that as part of activation, we sanity check your time off type workflow and validate the response to ensure workflow returns expected data and plumbing through data action is established correctly. If you could send the integrationId, we can look in the logs to see more details

    Thanks.



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    Krishna Raghuraman
    Lead Software Engineer
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  • 11.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-19-2024 09:21

    Hi Krishna,

    Please find the error below,

    Integration: 6287f4d9-14c1-418b-92ce-1f4a7a754e4c

    Let me know your comments!



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    Jarvish Kisanth Singh
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  • 12.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-19-2024 11:25

    Hi Jarvish,

    I am seeing errors like "There should be one valid workflow assigned for property timeOffTypes". Is your HRIS integration set up to include workflows for all configuration properties?



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    Krishna Raghuraman
    Lead Software Engineer
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  • 13.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-20-2024 04:33

    Hi Krishna,

    Thanks for the update,

    Now I see a different issue.

    Let me know your comments!



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    Jarvish Kisanth Singh
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  • 14.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-20-2024 06:39
    Edited by Lonny Schwartz 11-20-2024 06:43

    Jarvish - 

    When the HRIS integration is activated it will attempt to validate/execute the 'Time-Off Types' workflow selected in the integration configuration. If this workflow is not configured or misconfigured then error(s) will display on the integrations page. Meaning, does your workflow defined for 'Time-Off Types' correctly return the expected time off type output? 



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    Lonny Schwartz

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  • 15.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 11-20-2024 10:50

    Hi Jarvesh,

    I am seeing multiple issues with your workflow set up from the logs. 

    1) You seem to have set up a workflow getting time off balances to the property that fetches time off types. I am saying this based on the fact logs indicate a workflow with name called "Workday-TimeOff-Balances" is set up. That is not going to pass the validation for activation.

    2) I also see potential issues with your workflows indicated by error in logs saying "Required property OutputVariables was not found". So there are issues that needs to be resolved in workflows. Please use the examples from blueprint to ensure workflow configuration is correct and test the workflows through Api's mentioned.



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    Krishna Raghuraman
    Lead Software Engineer
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  • 16.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 08:43

    Hi Krishna,

    Thank you so much for your help!

    I was able to Integrate the HRIS system, but I'm facing an another issue though,

    timeoff balances are not getting updated here even though the architect work is getting executed without any error, when every I try to create a timeoff.

    Kindly look into this and let me know your comments!

    Regards,

    Jarvish Kisanth Singh



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    Jarvish Kisanth Singh
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  • 17.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 09:04

    Hi Jarvish,

    When you say time off balance is not getting updated, do you mean in the external HRIS system you are integrating with? Ideally, as long as your data action is calling the appropriate API on the create and update time off workflows, it should be updated. As long as you have verified that part is set up correctly and invoked, you will probably want to chase the call into logs of external system to see if the subsequent part of the request is handled correctly.

    If you want us to verify on Genesys side of things to ensure the invocation and execution of architect workflows and responses, please feel free to create a care ticket with organizational and user details with specific time off request identifiers.

    Hope this helps.



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    Krishna Raghuraman
    Lead Software Engineer
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  • 18.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 09:36

    Hi Krishna,

    Thanks for the update,

    If you see the screenshots, Architect flows are executing properly.

    But the balances are not getting updated in the UI.

    Kindly let us know if something else that we have to look into or create a case with Genesys.

    Regards,

    Jarvish Kisanth SIngh



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    Jarvish Kisanth Singh
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  • 19.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 09:51

    Hi Jarvish,

    One thing your screenshot does not show is, if there is an active time off plan for the code in your time off request associated with the HRIS integration your flows belong to. If there is one already, then it is best to create a care ticket.

    Thanks



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    Krishna Raghuraman
    Lead Software Engineer
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  • 20.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 12:13

    Hi Krishna,

    How can we configure active time off plan to the activity code which is associated with the HRIS integration?

    do you have any article for that?

    Note:

    I have created the case as well.

    Regards,

    Jarvish Kisanth Singh



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    Jarvish Kisanth Singh
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  • 21.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 12:18

    https://help.mypurecloud.com/articles/about-workforce-management/ - resource center is searchable



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    Jay Langsford
    VP, R&D
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  • 22.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 12:24

    Jarvish - similar to below



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    Lonny Schwartz
    Principal PS Consultant
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  • 23.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 12:37

    Hi Lonny,

    Please find the below screenshot,

    I think this configuration looks good!



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    Jarvish Kisanth Singh
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  • 24.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-16-2025 13:02

    Hi Jarvish - Yes the timeoff setup looks correct. From the WFM UI if you try to create a new request for the agent, the 'get balance' workflow should trigger after you select the activity code and add a date for the time off. i.e.



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    Lonny Schwartz
    Principal PS Consultant
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  • 25.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-17-2025 04:07

    Hi Lonny,

    can you let me know the format of the output variables from get balance architect flow?



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    Jarvish Kisanth Singh
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  • 26.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-17-2025 08:38

    Hi Jarvish 

    I'm using the standard blueprint template with string collection outputs. The only thing I can think of is do you have alignment in get-balance workflow of Flow.inputTimeOffTypeIds == value in State.typeIds collection returned by data action?

    i.e:

    Flow.inputTimeOffTypeIds =

    [0]: "83"

    State.typeIds = 

    [0]: "83"
    [1]: "92"
    [2]: "84"



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    Lonny Schwartz
    Principal PS Consultant
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  • 27.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 01-17-2025 08:54

    Hi Lonny,

    It works for me as well, Thank you so much.

    I had misconfigured the typeIds variable.




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    Jarvish Kisanth Singh
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  • 28.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 02-05-2025 08:23

    Hi All,

    Is there way to look into the workflows under interaction report?

    Kindly let me know your comment!



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    Jarvish Kisanth Singh
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  • 29.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 02-05-2025 13:47

    I'm not sure about your question, are you meaning about debugging the workflows? If so then the best tool is utilizing flow execution history in architect: Flow execution history - Genesys Cloud Resource Center



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    Lonny Schwartz
    Principal PS Consultant
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  • 30.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 02-10-2025 09:20

    Hi Lonny, 

    Thanks, currently we are using flow execution history for debugging!

    but we have a reporting tool that has been built on top of conversations API.

    we thought of building the same to the workflows but setting up few participants data.

    But since its not attached with the conversations we are able to do that.

    Question is do we have API that we can get the participant data of these flows?

    Regards,

    Jarvish Kisanth Singh



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    Jarvish Kisanth Singh
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  • 31.  RE: How can we call the work flows from WFM UI in Genesys cloud?

    Posted 02-20-2025 08:10

    Hi All,

    Do anyone have any update/Answer for this?

    Regards,

    Jarvish Kisanth Singh



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    Jarvish Kisanth Singh
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