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Set Up Notifications and Approvers for Default Flows Like Change Site

  • October 23, 2025
  • 7 replies
  • 205 views

Anna Uriadnykova
Bobber

Bob comes with 6 default flows: Change email, Reports to, Start date, Department, and Job title. These default flows don’t support adding approvers or notifiers, so if you want to build in automation or task management, you’ll need to create a custom flow from scratch.

 

Here's how to do it:

  1. Head to System settings > Flows > People data update, and click Create template.

  2. Choose the Work table: this includes fields like Site, Department, Reports to, and Job title.
     

     

  3. In the Approval flow or Access section, add the approvers or notifiers you want to be alerted when this field changes.

  4. (Optional) Click Set task list to add any follow-up tasks that should be triggered.

This workaround gives you flexibility that default flows don’t—so you can manage updates more intentionally, with the right stakeholders looped in at every step.

 

 

7 replies

Thank you for this!

I’ve tried to do as instructed, and it doesn’t seem like it is possible to change Site through a custom workflow. No matter what I do the field is greyed out.

 

Can you advice me as to how to build a custom workflow to be used for changing sites?

Thank you!


Agreed with ​@Merete Lintrup - I’m unable to set up a relocation flow because the system won’t allow me to change an employee’s Site :( 


Christina White

I am having the same issue the Site field is not editable via the work table in a custom workflow. 

@Merete Lintrup  & ​@jiske.duits, have you found any work arounds?

 

Thank-you!


None, unfortunately. I just leaves me having to use Actions - Change Work Details - Change Site specifically 😐


Netta Brodsky
Bobber

Hi ​@jiske.duits , ​@Christina White , ​@Merete Lintrup 

Thanks everyone for sharing your experience 🙏🏻 - you’re absolutely right.

When it comes to changing an employee’s Site, the workaround described above unfortunately isn’t supported at the moment. The Site field cannot be edited through a custom People Data Update flow, which is why it appears greyed out.

That said, I can share that we already have an active request with our Product team to enable support for creating a custom flow specifically for Site changes in the future.

In the meantime, the only available method is still via Actions → Change Work Details → Change Site.


@Netta Brodsky - please add us to that request, thanks.


Please add us to this request as well. It would be super helpful to create a custom reboarding-flow that applies to all of our Sites, and that should include editing the employee’s Site as well. 

Thank you :)