Manage the virtual service agent's connection to Workday

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 actions in Workday at a specific point during a conversation flow. Read about the other step types.

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

Connect to Workday

To get started, you’ll need to set up an API client in Workday, then connect Workday to the virtual service agent.

Set up an API client in Workday

1. Sign in to your Workday account.

2. In the search box at the top of the page, enter "Register API client".

3. Select Register API Client.

4. Complete the form. For more information, search for “Register API client” in the Workday community. Form field instructions:

   1. Client Grant Type: select Authorisation Code Grant

   2. Access Token Type: select Bearer

   3. Redirection URL: Enter https://id.atlassian.com/outboundAuth/finish

   4. Refresh Token Timeout (in days): enter 30

   5. Scope (Functional Areas): search for and select Staffing, and Time Off and Leave.

5. Select OK.

6. Save the details that appear on the next screen.

   • Keep in mind that you can access all these details later in Workday, but the Client Secret will only appear once, so save it somewhere safe.

Connect Workday to the virtual service agent

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

2. Select Connect.

3. Give your connection a Name.

4. Enter the details you saved when you set up the API client in Workday, then select Connect.

5. When asked to authorize Workday, select Allow.

Once you’ve connected to Workday, you can trigger Workday actions in your conversation flows.

Change or delete your Workday connection

Workday connections apply to your entire Jira Service Management project. If you change or delete a Workday connection in an intent’s conversation flow, it will affect all intents that use a trigger Workday action step on that project.

1. Go to an intent conversation flow that contains a trigger Workday action step. Find out how to build a conversation flow.

2. Select a trigger Workday action step.

3. Next to Connected, select More actions ().

4. To change the connection, select Change.

5. To delete the connection, select Delete.