Create a Workday custom report
Create a Workday custom report to define the user attributes that you want to synchronize from Workday to
BlackBerry AtHoc
.
The Workday Sync Module supports Web Services Definition Language (WSDL) and REST-based access to Workday custom reports. REST is preferred.
- You must have login credentials to: https://community.workday.com/shared-tenants.
- You must have permissions to create custom reports in Workday.
- Log in to the Workday tenant.
- Go to theTenant for Community Userspage.
- Click<tenant-name>Sign In.
- On theCommunitypage, clicksign in as.<user-with-report-creation-permissions>
- ClickI agree to the terms of use for this shared tenant.
- In theSearchfield, typeCreate custom report.
- Click theCreate Custom Reporttask.
- On theCreate Custom Reportpage, in theReport Namefield, enter a report name.
- In theReport Typefield, selectAdvanced.
- In theData Sourcesearch field, search for and select the data source where the necessary data can be fetched and synced toBlackBerry AtHoc. For example, "Workers."
- Select theOptimized for Performanceoption.
- Select theEnable As Web Serviceoption.
- ClickOK.
- On the report details page, in theAdditional Infosection, clickColumns.
- Click+to add a column tab. Each column tab is a report field in the custom report.
- On theSearch Resultswindow, enter the name of the field you want to add to the report.
- Select the name of the field from the search results window.
- PressEnter.
- Repeat Steps 16 to 18 for each field you want to add to the report.
- ClickOK.
- Note the values in theColumn Heading override XML Aliascolumn for each added field. These values are used in theWorkdayIWS.configfile to map Workday fields.
- Optionally, if an error appears, clickError.
- Review theErrorscreen and correct any fields in the custom report.
- In theAdditional Infosection, clickPromptsto add the required prompt fields.
- In thePrompt Defaultssection, clickPopulate Undefined Prompt Defaults.
- ClickOK.
- Optionally, if an error appears, clickError.
- Review theErrorscreen and add any additional required prompt fields that are displayed.
- ClickOK.
The custom report is configured and you are redirected to the custom report field page.