Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Connection Issues After Adaptive Planning Tenant Refresh

Troubleshooting: Connection Issues After Adaptive Planning Tenant Refresh

When your Workday tenant and Adaptive Planning instance were refreshed, there was an issue persisting the connection between them.
Manually re-establish the connection between Adaptive Planning, and HCM and Financials. These steps only apply if you use or are willing to switch to using JWT Bearer grant type in your Workday credential and the related Workday API client. We currently support other grant types, but we recommend that you use the JWT Bearer grant type.
If you use user sync and need to manually re-establish the connection using these steps, you only need to re-enable the features that you use.
    Security:
    • Set Up: Tenant Setup - Adaptive Planning
       in the System functional area.
    • Set Up: Tenant Setup - General
       in the System functional area.
  1. You only need to disable your old Workday API client if you don't use it elsewhere.
  2. In your Workday tenant, access the
    Adaptive Planning
     tab on the
    Tenant Setup
     report.
  3. If you use user sync and publish plans, click
    Refresh Publish Plan Setup
     on the
    Publish Plans
     tab and run the task.
  4. If you use user sync and notifications, click
    Refresh Notifications
     on the
    Notifications
     tab and run the task.
  5. If you use user sync and OfficeConnect, click
    Refresh OfficeConnect
     on the
    OfficeConnect
     tab and run the task.
  6. If you use user sync and public APIs, click
    Refresh Public APIs Setup
     on the
    Public APIs
     tab and run the task.