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Administrator Guide
Last Updated: 2026-03-13
Steps: Create Custom Business Form Layouts for Sponsor Statements

Steps: Create Custom Business Form Layouts for Sponsor Statements

You can create a custom business form layout for sponsor statements. You can associate them with the sponsor statement print layouts and, in some cases, replace a delivered layout using XSL stylesheet, Report Designer, or Docs for Layouts. Workday uses the business form layout when you print and email sponsor statements.
  1. Create a sponsor statement layout using 1 of these options:
  2. Create a custom business form layout.
    1. Access the
      Create Business Form Layout
       task.
    2. Select the
      Active
       check box.
    3. Enter the number of days for retaining sponsor statements before they expire in the
      Resulting Document Expiration Offset (in days)
       field. The maximum value is 25,000.
      Ensure that the expiration offset you specify complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    4. Select a business form layout from 1 of these prompts:
      • XSL Attachment
      • Report Design
      • Document Layout
    5. Select a
      Custom Report
      .
    6. Add the
      Token Name
       for the company logo and signature:
      • company_logo
      • po_signature
    These tokens are only in your XSL stylesheet or Report Designer business form layout.
    Security:
    Custom Report Creation
     in the System functional area.
  3. Access the
    Configure Business Form Layout
     task.
    Upload images for the company logo and signature tokens.
    Security:
    Custom Report Creation
     in the System functional area.
  4. Associate your custom layout with the sponsor statement print layout.
    1. Access the
      Create ~Sponsor~ Statement Print Layout
       task.
    2. Select the custom form you created for the custom business form layout for sponsor statements.
    3. Check the applicable
      Include Company Logo
       and
      Include Signature
       options.
    Security:
    Set Up: Sponsor Accounts
     domain in the Grants Management functional area.
  5. (Optional) Access the
    Maintain Financial Messages
     task.
    Include financial messages for the
    Sponsor Statement
     business documents.
When you print and email sponsor statements, Workday uses your custom layout for the company instead of the Workday-delivered layout.