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Create or modify lifecycle events activity sets

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Create or modify lifecycle events activity sets

Activity sets contain activities that are a part of a life-cycle event. You can combine multiple event activities in one activity set and configure the set to trigger according to methods you apply.

Before you begin

Role required: Lifecycle Activity Set Manager [sn_hr_le.activity_set_manager].

About this task

Activity sets act as containers for a group of activities and determines when the activities trigger during a lifecycle event.

You control when each activity or activity set triggers. Triggers determine the timing of when HR agents are assigned to and work the associated cases and tasks that make up an activity or activity set.
Note: The base system limits the total number of activity sets that can run at the same time to 10. This value can be increased, but system performance can be affected. See Parallel Flow Launcher workflow activity .
Activity sets chart shown within Lifecycle Events.
Note: The Evaluation interval field is not revealed by default. This field works with the Max activity count field on the Activities tab under Workflow Properties. See Workflow properties . If you reveal the Evaluation interval field with the intention of changing the default value (four hours), use caution. Frequent updates mean that more events fire and could cause your lifecycle event activity sets to cancel before the Lifecycle Event completes. For workflows associated with Lifecycle Events, the value of the Max activity count field has been increased to accommodate long running business processes that contain multiple workflow activities.


  1. Navigate to Lifecycle Events > Administration > Manage Activity Sets.
  2. Click New or on an existing activity set to modify it.
    Title Enter or modify the title of the activity set.
    Description Enter or modify the description of the activity set.
    Active Check to make the activity set active and available.
    Note: This field is only editable by the Activity Set Manager [activity_set_manager] role and above.
    Lifecycle event type Enter or modify the Lifecycle Event Type that the activity set belongs to.

    Activity sets can be grouped. For example, the Onboarding Lifecycle Event Type can contain multiple activity sets.

    Lifecycle Event Types are linked to HR Services and ensure that activities in an Activity Set are associated with an HR case.

    Refer to Create or modify lifecycle event types.
    Display order Enter a numeric value to indicate the order the activity set appears within a life-cycle event type. For example, Offer Generation is the first activity set in the Onboarding life-cycle event type.

    Use increments of 100 when determining the order. This method enables easier edits. For example, if your links are 1, 2, 3, 4, 5 and want to place a new link at 2, you have to renumber 3, 4, and 5. Using increments of 100 enables you to place new activity sets without having to renumber later links.

    The numbering determines the display order for the HR Service Portal only. The order has no impact on when an activity set triggers.

    Trigger type Select or modify a method to trigger the activity set:
    • Immediate: Activity set triggers when the case is created.
    • Date: Activity set triggers before, on, or after a specific date. Additional fields appear when this trigger is selected.
    • Other Activity Sets: Activity set triggers after one or more activity sets has completed.
    • Advanced: Activity set triggers according to the Trigger script.
    Trigger table Appears when Date is selected as the Trigger type. Select a table that determines the date field that can be used as a trigger.
    • Case tables: From parent life-cycle event case.
    • HR profile: Profile of subject person from parent life-cycle event case.
    Trigger field Appears when Date is selected as the Trigger type. The date fields that appear depend on the table selected in the Trigger table field.

    Select the type of date to trigger the activity set.

    Date offset type Appears when Date is selected as the Trigger type.
    Select when the activity set should trigger:
    • None: Trigger on the date (Trigger field).
    • Before: Trigger before the date (Trigger field).
    • After: Trigger after the date (Trigger field).
    Date offset quantity Appears when Date is selected as the Trigger type and Before or After are selected for the Date offset type.

    Enter a quantity for offset.

    Date offset units Appears when Date is selected as the Trigger type.
    Select the unit of time used to offset the date selected in the Trigger field. For example:
    • Trigger field = Actual start
    • Date offset type = Before
    • Date offset quantity = 5
    • Date offset units = Days

      The activity set triggers five days before the actual start date.

    Activity set dependencies Appears when Other Activity Sets is selected as the Trigger type.
    Select the activity set that must complete before this activity set can start.
    Note: This feature can only be used if the dependent activity sets belong to the same Activity Set group. Refer to Create or modify lifecycle event types.
    Trigger script Appears when Advanced is selected as the Trigger type.
    Enter a script that determines when the activity set triggers. There are two variables in the scripts.
    • parentCase: Reference to parent life-cycle event case.
    • hrTriggerUtil: Allows checking of other activity sets or dates from other types of triggers.

    The Activity Set Launcher workflow runs every four hours to verify these conditions. See Lifecycle Events and Workflows.

    Example of advanced trigger script
    • Trigger type = advanced.
    • The new hire (Subject Person) has an assigned manager.
    • The start date for the new hire has been reached (cannot be empty).
    • Two specific activity sets have completed.

    Example: Example of Lifecycle Event advanced trigger script.

  3. Replace the sys_ids in the example with your activity set sys_ids. From your activity set, click the Form Context Menu icon and select Copy sys_id.
  4. Click Save.
    The Activities section shows a list of activities associated with the activity set. Refer to Create or modify lifecycle events activities.
  5. Click New to add an activity to the activity set or click an activity to modify it. To remove an activity from the activity set, check the box next to the activity and click Delete from the Actions on selected rows.
  6. Click Update.
    When life-cycle event dates change after a case has been created, activity sets with triggers tied to that date also change. This change only applies to active activity sets that have not yet triggered. Or, when a new HR case that is part of an activity set is created. After the initial activity set has triggered, the new HR case does not affect the dependencies on other activity sets.