Security: View User or task or Object Audit Trail - Report

View User (or) Task (or) Object - Audit Trail

This is a great report which comes into rescue when you want to view the changes made for a specific object or a task or for a particular user for a given time frame.

There is a possibility that some times you may not be able to see the changes captured in your Audit Trail of your Business Object.

If your duration on the parameters are lengthy, it may return an error message like below. 

Rely on Create Audit Log if you have a bulk transactions or lot of transactions to view. 

Additional Reads:

Create Audit Log

Integrations: EIB with Email as Delivery method throws an error

EIB with Email as Delivery method throws an error - Fix

When you set the delivery method as Email for your Outbound and try to save it, it throws an error. To overcome this error, you have two ways, 

1. As demonstrated below with screenshots

2. By using Encryption for your generated file(Ex: PGP )

The Error pops up when you try to configure and save  your Delivery method with Email

Here is the workaround, if you don't want to set any encryption.  Click below with the navigation.

Enterprise Interface >> Toggle Approve Unencrypted Transport

Depending on the security that you have to approve, you can check the Approve checkbox and approve this.

Finally, you will not see the error but an alert to warn you that you are sending an email which could be outside of your company so be cautious about the data. You may consider Encrypting your data and send it.

This scenario is one among the mostly asked interview questions.

Tasks & Reports: Workday Data Dictionary

 Workday Data Dictionary 

This is a standard report provided by Workday to identify the Delivered Fields for a given Business Object.

In Below example we have Dependent as the Business Object which returns the Field Names. Remember that this won't give all your fields that you have in your Business Object like calculated fields and other Related BO fields.

Also this lets you know how each field is secured with the Domain.

While creating condition rule, if you don't find a field you need, you can access the Workday Data Dictionary report to determine what fields are available for each business object.

You can also create a calculated field and bring it up to the Action Event level to access the field in condition rule.

Reporting: Alerts

Configure Alerts

You can setup alerts on your reports with the task - Configure Alert. Typically used when you want to notify the Birthday's, Anniversary's, Ending Contracts and Time Off's of the reportees under a Manager to that Manager.

Remember that through this you can alert people or security groups for the resultant report only(We call it Notification Topic ). You can schedule this to run on a recursive basis. 

Example: 

List of all Birthday's and Anniversary's in the upcoming month to the Manager, so that he/ she can prepare to send greetings.

Below is the sample configuration of an Alert for a test report. If there are any report parameters, you input it here.

Contd..

Under Recipients you can provide the security group / Manager to receive the notification. You can set up Subject and Body of the message here.

Related Tasks / Reports:

View Alerts (To view both Scheduled and Run Now Alerts)

Translate Alert Notifications

Business Processes: Help Text

How to Set Help Text for the transactions for your users?

As the name suggests, this gives a preset text for the user to understand better about the process or transaction if you want them to know before they proceed. You notice these Help-Text in typical BP's say, Hire , Request Compensation Change, Close Position, Request Absence, so on..

Transaction Level View: Lets take an example of Request Compensation Change Process

You can maintain Help Text on each of your Business Process Step.

Navigation: 

Entire BP:  Business Process >> Actions >> Business Process >> Maintain Help Text

One Step in BP: Business Process Definition >> Go to a step >> Actions >> Business Process  >> Maintain Step Help Text

Edit Step Help Text

You can setup your step Help-Text on conditional basis, say if you want to show up the help text for a particular group of people.