You must create a separate Enterprise Interface Builder (EIB) integration for each version of a template model. Workday automatically creates a template model when you set up an EIB interface. You then generate a spreadsheet template, which is a blank spreadsheet used to populate data. Only users with View and Modify access to the Integration Build or Integration Process domains can access the
Generate Spreadsheet Template task.
As a best practice, start by generating a baseline spreadsheet template and reviewing the spreadsheet details. Then, edit the underlying template model as needed to define a custom spreadsheet template.
Open the spreadsheet in Microsoft Excel and familiarize yourself with its details:
· Look at the overall structure of the spreadsheet, including the individual worksheets and sheet areas.
· Review the column groupings in each area to understand the relationships between fields.
· Notice which areas and fields are required, conditionally required, and optional.
· View comments by resting your mouse pointer over spreadsheet cells.
TEMPLATE MODEL - OBJECT MODEL HIERARCHY AND NOTATION
Determine whether
you want to modify the spreadsheet template. You can make the following
changes:
· Worksheets - reorder tabs, rename tabs, change sheet titles, or hide sheets completely.
· Areas - rename, add Excel cell comments or hide areas completely.
· Columns
- rename, change area labels, override values, select reference ID types, edit
Excel cell comments or hide columns completely. You can also maintain
occurrences for columns that accept multiple values, such as work tags,
address lines, earnings, deductions, and related
calculations. Certain web service operations support the generation
of spreadsheets with data to simplify the data entry process. To determine
which operations are supported, run the Supported Inbound EIB Operations report.