To interact with both Workday® HR and Financials as part of a chain, add a step that includes a Workday connection command.
To enable these commands, an IT admin first configures a Workday connector.
Download custom report
To download a custom report from Workday, use a Download Custom Report command.
Create custom reports in Workday
To download a report from Workday, it must be enabled as a web service through the Reporting as a Service (RaaS) interface. To create a custom report in Workday:
- Click Reporting & Analytics and Create Custom Report.
- Enter a unique name to help identify the report.
- In Report Type, select Advanced.
- In Data Source, select the data to download in the report.
- Select Enable as Web Service.
- Click OK.
Properties
| Property |
Detail |
| URL |
Enter the URL of the Workday report to download.
Note: To view a report's URL, select Web Service, View URLs from its menu in Workday.
|
| Format |
Select the desired report format. |
| Output file |
Enter the file path where the Workday report will be downloaded. Optional if using the output with another command. |
Outputs
| Output |
Output type |
| Output file |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
General failure |
| 10 |
Error |
API failure |
Import budget
To execute the Import Budget action in Workday, use an Import Budget command.
Properties
| Property |
Detail |
| EIB template file |
Enter the Enterprise Interface Builder (EIB) template for importing budget data. Should be an XML file that defines the fields necessary to complete an Import Budget action. |
| Input file |
Enter the CSV file that contains sourced data. The headers in the CSV file must match the fields defined in the template file. |
| Ignore warnings |
The template file contains optional fields. To ignore warnings for missing optional fields, check this box. |
Outputs
| Output |
Output type |
| Import budget error log |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Invalid arguments |
| 3 |
Error |
General failure |
| 10 |
Warning |
Command completed with a warning |
Launch EIB
To launch an EIB integration, use a Launch EIB command.
Properties
| Property |
Detail |
| Integration ID |
Enter the ID of the Workday Integration System to launch. |
| Override type |
Select the component of the EIB to override. |
| Override field name |
Enter the name of the field to override with the EIB request. |
| Override field reference ID |
Enter the Workday ID (WID) of the external field to override. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Invalid arguments |
| 3 |
Error |
General failure |
Launch EIB with file
To launch an EIB integration that requires a file input, use a Launch EIB with File command.
Properties
| Property |
Detail |
| Integration ID |
Enter the ID of the Workday Integration System to launch. |
| File field name |
Enter the name of the file field in EIB file. |
| EIB file |
Enter the EIB template file to populate with data from CSV file. |
| CSV file |
Enter the CSV file with the data to populate EIB file. The file's columns must correspond to all required fields in the EIB template. |
| Delimiter |
Select the delimiter used in CSV file. |
Outputs
None
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Invalid arguments |
| 3 |
Error |
General failure |
Launch EIB with parameters
To launch an EIB integration with parameters, use a Launch EIB with Parameters command. For example, with this command, you can provide a parameter value to use an EIB with different Workday business processes when the chain runs.
Properties
| Property |
Detail |
| Integration ID |
Enter the ID of the Workday Integration System to launch. |
| Parameters |
Enter a list of any parameters to override. |
Outputs
| Output |
Output type |
| Results |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Invalid arguments |
| 3 |
Error |
General failure |