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Last Updated: 2024-05-17
Example: Create Report on Last Workers in Unfilled Role Assignments

Example: Create Report on Last Workers in Unfilled Role Assignments

This example illustrates how to create a custom report to identify workers who last held positions assigned to roles on awards, grants, and grant hierarchies in a company, where the roles are now assigned to 1 or more unfilled position restrictions due to the workers leaving their positions or organization.
You want to create a report that returns currently unfilled role assignments on the awards you specify, and on the grants and grant hierarchies associated with the awards. For every unfilled role assignment, you want to see the workers who last held positions in the assignment. To ensure that the report returns at least the last workers on the award assignable role, you want to make the award assignable role a required prompt, and leave the grant assignable role and grant hierarchy assignable role as optional prompts.
Since the
Grant Hierarchy
 business object is not available directly on the
Award Lines
 data source, this example illustrates how to create a calculated field for the grant hierarchies associated with an award line.
Security:
Custom Report Creation
 domain in the System functional area.
  1. To create a report for last workers in unfilled positions on a grant hierarchy role:
    1. Access the
      Create Custom Report
       task, and enter or select these values:
      • Report Name:
        Last Workers in Unfilled Roles on Awards and Grants
      • Report Type:
        Advanced
      • Optimized for Performance: Not selected.
      • Data Source:
        Award Lines
      • Data Source Filter:
        Award Lines for Company Filter
    2. In the
      Columns
       tab, add rows to the top grid with these values:
      Business Object
      Field
      Award Contract Line
      Company
      Award Contract Line
      Award for Award Line
      Award for Award Line
      Role Assignments
      Award for Award Line
      Last Worker(s) in Unfilled Role Assignment on Award
      Grant
      Role Assignments
      Grant
      Last Worker(s) in Unfilled Role Assignment on Grant
      Create
      Create Calculated Field for Report
      :
      1. Enter these values:
        • Field Name
          :
          Grant Hierarchy for Award Line
        • Business Object
          :
          Award Contract Line
        • Function
          :
          Lookup Related Value
      2. Click
        OK
        .
      3. On the
        Calculation
         tab, enter these values:
        • Lookup Field
          :
          Award Line Grant
        • Return Value
          :
          Included in Grant Hierarchies
      4. Click
        OK
        .
      The column now displays
      Grant Hierarchy for Award Line
      .
      Last Worker(s) in Unfilled Role Assignment on Grant Hierarchy
    3. To make the
      Award Assignable Role
       prompt required, click the
      Prompts
       tab, and add a row to the
      Prompt Defaults
       grid with these values:
      • Field
        :
        Award Assignable Role
      • Required
        : Selected.
    4. Click
      OK
       and
      Done
      .
When you run the
Last Workers in Unfilled Roles on Awards and Grants
 report and select assignable roles on the award, grant, and grant hierarchy, Workday returns the last workers who held unfilled positions assigned to those selected roles.