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Finance | Project Operations, Human Resources, ...
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Workflow for Address Change

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Posted on by Microsoft Employee

Hi all,

We need a notification to our Payroll group when an address changes for tax reasons. In other systems I've used, you could include Payroll in a notification step to see an address change which was great - however since Address Change isn't part of a workflow, it looks like we can't do that in Talent.

I've been playing around with Flows to try to create this, and by using the "When a Record is Updated" CDS Connector along with Email I've had a small degree of success. The issue I'm running into is that the entity that contains the address only has the WorkerID field (the long alpha-numeric string) and not worker name. Does anyone know if it's possible to have the connector pull Worker Name from another entity, or any other possible way to get the name instead of the WorkerID?

PS - We're also using this method to alert HR of Legal Name Changes as a workaround for not having an approval/workflow around name changes and as everything is contained in a single entity and it works great!

Austen

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow for Address Change

    Hi Rebecca,

    Apologies - we thought this was working and just found out it isn't for Name Change. We were using "When a Record is Updated" CDS Connector and filtering it to only run for cdm_firstname and cdm_lastname, however we just found out that the filtering is not working and the Flow is running for any change to the Worker entity, not just name changes.

  • Rebecca Coker Profile Picture
    Rebecca Coker 131 on at
    RE: Workflow for Address Change

    Hi Austen,

    I would love to see any documentation you have on how you created the Legal Name Change notification in Flow :).

    Thanks.

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