Saturday, July 6

Filter Operators

Filter Operators

Below are the different Operators available when you try using filters.

Text Operators

Operator
Description
is blank
Field value is empty.
is not blank
Field value isn’t empty.
equal to
Field value is equal to comparison value.
Case insensitive.
Example: Cat is equal to cat.
not equal to
Field value isn't equal to comparison value.
Case insensitive.
Example: Cat is not equal to cat.
contains
Comparison value is a subset of field value.
Case insensitive.
Example: Cat contains AT.
contains (case sensitive)
Comparison value is a subset of field value.
Example: Cat contains at.
does not contain
Comparison value isn't a subset of field value.
Case insensitive.
Example: Cat does not contain dog.
does not contain (case sensitive)
Comparison value isn't a subset of field value.
Example: Cat does not contain AT.
starts with
Comparison value is a subset of field value, and the first character of the field value matches the first character of the comparison value.
Case insensitive.
Example: Cat starts with ca.
starts with (case sensitive)
Comparison value is a subset of field value, and the first character of the field value matches first character of comparison value.
Example: Cat starts with Ca.
ends with
Comparison value is a subset of field value, and the last character of the field value matches the last character of comparison value.
Case insensitive.
Example: Cat ends with AT.
ends with (case sensitive)
Comparison value is a subset of field value, and the last character of the field value matches the last character of the comparison value.
Example: Cat ends with at.
greater than
Field value comes before the comparison value in alphabetical order.
This operator compares alphabetic sort order, not length.
Case insensitive.
Example: Cat is greater than dog.
greater than or equal to
Field value is the same as or comes before the comparison value in alphabetical order.
This operator compares alphabetic sort order, not length.
Case insensitive.
Examples:
  • Cat is greater than or equal to dog.
  • Dog is greater than or equal to dog.
less than
Field value comes after comparison value in alphabetical order.
This operator compares alphabetic sort order, not length.
Case insensitive.
Example: Dog is less than cat.
less than or equal to
Field value is the same as or comes after the comparison value in alphabetical order.
This operator compares alphabetic sort order, not length.
Case insensitive.
Examples:
  • Dog is less than or equal to cat.
  • Cat is less than or equal to cat.

Currency and Numeric Operators
Operator
Description
equal to
Field value is equal to comparison value.
Example: 123 is equal to 123.
not equal to
Field value isn't equal to comparison value.
Example: 12 is not equal to 123.
greater than
Field value is greater than comparison value.
Example: 321 is greater than 123.
greater than or equal to
Field value is greater than or equal to comparison value.
Examples:
  • 321 is greater than or equal to 123.
  • 123 is greater than or equal to 123.
less than
Field value is less than comparison value.
Example: 12 is less than 123.
less than or equal to
Field value is less than or equal to comparison value.
Examples:
  • 12 is less than or equal to 123.
  • 123 is less than or equal to 123.

Date Operators
Operator
Description
is blank
Field value is empty.
is not blank
Field value isn't empty.
equal to
Date value is equal to comparison value.
not equal to
Date value isn't equal to comparison value.
greater than
Date value is later than comparison value.
Example: 10/20/2016 is greater than 05/20/2016.
greater than or equal to
Date value is later than or equal to comparison value.
Examples:
  • 10/20/2016 is greater than or equal to 10/20/2016.
  • 10/20/2016 is greater than or equal to 05/20/2016.
less than
Date value is before comparison value.
Example: 05/20/2016 is less than 10/20/2016.
less than or equal to
Date value is before or equal to comparison value.
Examples:
  • 10/20/2016 is less than or equal to 10/20/2016.
  • 05/20/2016 is less than or equal to 10/20/2016.

Boolean Operators
Operator
Description
equal to
Field value is equal to the comparison value.
For True, select the Comparison Value check box. For False, clear theComparison Value check box.
not equal to
Field value isn't equal to the comparison value.
For True, clear the Comparison Value check box. For False, select theComparison Value check box.
is blank
Field value is empty. Represents False.
is not blank
Field value isn't empty. Represents True.

Single Instance and Multi-Instance Operators
Field Type
Operator
Usage
Single Instance
in the selection list
Comparison value is one of the possible field values.
Example: A is in the selection list A, B, C.
Single Instance
not in the selection list
Comparison value isn't one of the possible field values.
Example: D is not in the selection list A, B, C.
Multi-Instance
any in the selection list
Field value is one of the possible comparison values.
Multi-Instance
none in the selection list
Field value isn't one of the possible comparison values.
Single Instance
Multi-instance
is empty
Field value is blank.
Single Instance
Multi-instance
is not empty
Field value isn't blank.
Single Instance
Multi-instance
count is equal to
The number of field values is equal to the comparison value.
Example: To view workers with 2 dependents, set a filter for Dependents where count is equal to a Comparison Value of 2.
Single Instance
Multi-instance
count is not equal to
The number of field values isn't equal to the comparison value.
Example: To view workers with dependents, set a filter for Dependents where count is not equal to a Comparison Value of zero.
Single Instance
Multi-instance
count is greater than
The number of field values is greater than the comparison value.
Example: To view workers with more than 1 dependent, set a filter for Dependents where count is greater than a Comparison Value of 1.
Single Instance
Multi-instance
count is greater than or equal to
The number of field values is greater than or equal to the comparison value.
Example: To view workers with 1 or more dependent, set a filter for Dependents where count is greater than or equal to a Comparison Value of 1.
Single Instance
Multi-instance
count is less than
The number of field values is less than the comparison value.
Example: To view workers with fewer than 2 dependents, set a filter for Dependents where count is less than a Comparison Value of 2.
Single Instance
Multi-instance
count is less than or equal to
The number of field values is less than or equal to the comparison value.
Example: To view workers with 2 or fewer dependents, set a filter for Dependents where count is less than or equal to a Comparison Value of 2.
Single Instance
Multi-instance
exact match with selection list
Field value matches exactly with comparison value.
For single instance fields, this operator restricts a prompt so that it accepts a single value only. To enable a prompt for a single instance field to accept multiple values, use in the selection list.
Single Instance
Multi-instance
subset of the selection list
Field value is a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance
Multi-instance
superset of the selection list
Comparison value is a subset of the field value. Blank comparison values are a subset of the field values.
Single Instance
Multi-instance
NOT exact match with selection
Field value doesn’t exactly match the comparison value.
Single Instance
Multi-instance
NOT subset of the selection list
Field value isn’t a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance
Multi-instance
NOT superset of the selection list
Comparison value isn’t a subset of the field value. Blank comparison values are a subset of the field values.

Thursday, July 4

Business Object Translations

Business Object Translations

This is a report to view the attributes of the specified business object, their base values, and translated values for the specified user language, if any exist. 

You can determine which instances have translations and which still need to be translated.

You can see the below Target Language Value.




Wednesday, July 3

Delegation in Workday

Delegation is the assignment of any responsibility or authority to another person (normally from a manager to a subordinate) to carry out specific activities. Here in Workday, we can say that Tasks and Reports and inbox items can be delegated to other peers or managers to be completed on their behalf.

This Delegation is majorly used when a manager is on Leave and certain task needs to be completed, the Manager can delegate his tasks to someone else who can complete in his absence. And this is used in Production Tenants. For Non-production Tenants also you may use, but you have a better way doing this in the form of  Start Proxy - Stop Proxy

How to setup Delegations in Workday?
Go to the task Manage Delegation Settings to setup. Here you can create or stop delegations.

This helps in viewing and managing worker's delegation settings. This Enables you to see what delegations a worker currently has active, what delegations a worker has had in the past (History) and which business processes are allowed for delegation.

Do Remember the Begin Date should NOT be a past date. It can be current or future date.





Once you click on Request Delegation Change, it will allow you to set up the delegation with the allowed Business processes.


Additionally, you can see the report My Delegations. This helps to View Current Delegations with a button to request delegation changes, Current Task Delegations, Delegation History, Delegated Tasks, and Business Processes allowed for Delegation.









From Inbox, you can view your delegations.











Below are the list of tasks and reports that can be used for Delegation.

Delegate Task - Individual Worker and Business Process Level.

View All Delegated Tasks - All delegated tasks BP's for you.

Business Process Tasks not Delegated - This report returns the list of business process steps that were not able to delegated for the Business Process Step Initiated in Date Range. Items are not Delegated because either both the Delegate and Alternate Delegate were excluded by Routing Restrictions or because the step was configured for an eSignature Integration Type.

Delegation History - View business process transactions delegated by a specified worker, with dates, status, and delegate. Enables you to see what the specified worker has delegated to whom. Required prompt: Worker Optional prompt: none

Business Processes for Delegation - View which business processes you can delegate. Enables you to view which business processes have been enabled or disabled via security for delegation. Required prompt: none Optional Prompts: Show Business Processes

Current Delegations -View all delegations for the specified organizations. Details include the delegating worker, delegation duration, delegate, affected business processes, and delegation configuration.

View My Delegation Assignments -View all your delegation assignments, the delegating worker, dates, business processes, and delegation rules. Enables you to keep track of your delegation assignments. Required prompt: none Optional prompt: none

Additional Reads:
Proxy Access
Reassign Task

Tuesday, July 2

Workday Basics - Field Types

Field Types


There are different Fields in Workday. Below are the list of field types. 

Workday supports field types such as:
  • Boolean
  • Numeric
  • Text
  • Single instance
  • Multi-instance
Workday secures fields by security domains. Users must have access to the security domain to:
  • Use the field in a report definition.
  • View data in that field when running the report.
Workday makes understanding report fields easier by providing icons for each field type, including icons for indexed fields.





























All the above said fields are self explanatory. Some of the fields which are new:

Self-referencing field type returns an instance of the Business Object.
Example: If the data source returns Workers and you set up a field for the primary business object, the self-referencing field returns a Worker.

Single instance field types represent the one-to-one relationship the primary business object has with the related business object. A single instance field contains 1 value representing the instance in the related business object that links to the primary business object.

Multi-instance field types represent the one-to-many relationship the Primary Business Object has with the Related Business Object. A multi-instance field can contain multiple values with each value representing an instance in the related business object that links to the primary business object.

There is one report by name Report Fields which enables you to view the detailing of the field which are of calculated and Workday-delivered report fields and types. And you can view Business Object Name, Field description too.