Scenario: You have been tasked with utilizing the WDINST EIB IntNewHire Custom Report in a simple integration. The HR department has requested a comma separated file of all hires within GMS. They have requested the ability to run it once/per week with a given date range.
Tasks to Use
Edit Custom Report
Create Integration System
TASK 1 EDIT CUSTOM REPORT
1. Search for WDINST EIB. Select the All of Workday category.
2. Use the related action for the WDINST EIB IntNewHire report that we used in the inbound activities, and select Custom Report > Edit
3. In the Columns tab, remove the following fields: Worker, Employee ID
4. In the Prompts tab add rows for the Hire Date filters that are configured to prompt and enter
Label for Prompt as shown:
5. Click OK to save
6. From the related, the action of the report name navigate to Custom Report > Edit
7. In the Advanced tab, select the box to Enable As Web Service
Notice the Web Service API Version and Namespace populate automatically.
8. Click OK to save
9. Notice Column Heading Override XML Alias
fields populate automatically in the Columns tab.
10. Click Done.
TASK 2: CREATE AND CONFIGURE INTEGRATION SYSTEM
1. Search for and select the Create EIB task
2. Select the Outbound radio button and click the OK button
3. Name the EIB as follows:
4. Click on the Get Data icon at the bottom left of the screen
5. Select the Custom Report radio button
6. Click on the Prompt icon and choose your report (WDINST EIB IntNewHire)
7. On this same page, under Custom Report Options, in the Alternate Output Format dropdown, select CSV
Select Transport
Protocol
8. Click on the Deliver icon at the bottom of the screen
9. Select the Send results back to Workday as an Attachment radio button
10. For File Name specify NewHireIntegration.csv (*you must name the file with an extension)
11. Specify a Document Retention Policy to something other than the 0 default value
12. Click the Save button
TASK 3: LAUNCH INTEGRATION SYSTEM
1. Search for int sys, and run the View Integration System report
2. Select your WICT NewHireIntegration Integration System and click OK
3. Click the related action icon on the WICT NewHireIntegration Integration System
4. Select the Integration > Launch/Schedule related action
5. Observe the default Run Frequency value of Run Now. Do not change this default value.
6. Click the OK button
7. You will be prompted for the Report
Parameters. Enter values as follows:
8. Click the OK button to Launch the integration
TASK 4: MONITOR INTEGRATION SYSTEM
Background Process Event Activities
1. Once you launch the NewHireIntegration
Integration System you will be transferred to the View Background Process page
2. Click on the WICT NewHireIntegration link (blue text) at the top, or the Refresh button, to refresh the page
3. Scroll down while on the Integration Details tab
4. At the bottom of the page click on the Document hyperlinked .csv file (under the Name (Workday Attachment)) to download the csv file
5. Explore the other tabs (the .csv file is also available
from the Output Files (1) tab)
Process Monitor
Activities
6. Search for Process Monitor
7. Execute the Process Monitor Report by
clicking on the hyperlink
Field |
Value |
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Start |
01/01/2013 |
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End |
Today’s Date |
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