Trigger a Workday action in a conversation flow

In Jira Service Management’s virtual service agent, conversation flows are made up of a series of steps. The trigger Workday action step type allows you to trigger a Workday action at a specific point during a conversation flow. Read about the other step types.

Create a trigger Workday action step

Before you can use the trigger Workday action step for the first time, you’ll need to connect to Workday.

Set up the ‘get leave balance’ action

1. Go to the intent conversation flow you want to add a trigger Workday action step to, and add a trigger Workday action step.

2. Under Action, select Get leave balance.

3. If desired, add a Response variable. Read more about using variables in conversation flows.

4. [保存] を選択します。

Set up the ‘request leave’ action

For customers to request leave, they need to provide three things: the leave type, start date, and end date.

1. Before you configure your trigger Workday action step:

   1. Add an ask for Information step to get the leave type, start date, and end date (using the Short text custom field). Read more about using custom fields in conversation flows.

2. In the conversation flow, after the offer choices and ask for information steps, add a trigger Workday action step.

3. Under Action, select Request leave.

4. Enter the relevant custom field information under Leave type, Start date, and End date. Read more about using variables in conversation flows.

5. [保存] を選択します。