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Administrator Guide
Last Updated: 2024-10-18
Create Text Blocks

Create Text Blocks

Security:
Document Library
 domain in the System functional area.
Use text blocks to build templates for generated documents.
  1. Access the
    Create Text Block
     task.
  2. As you complete the task, consider:
    Option Description
    Name
    Text block names must be unique within a source.
    Source
    The
    Source
     is the business process type that uses the Generate Document step for the document that includes the text block. Example: The
    Offer
     business process type. If you create a text block when you use the
    Create Document
     task, Workday prepopulates the
    Source
    .
    Category
    If an appropriate text block category isn't available, access the
    Create Text Block Category
     task to create it. Text block category names must be unique.
    Inactive
    You can inactivate a text block at any time.
    Do Not Allow Editing
    Select if you don't want the recipient of the Generate Document step to edit the text block.
    Content
    The content of a text block can consist of static text and report fields. Use the
    Insert Tag
     icon in the Rich Text Editor to insert report fields.
    You can insert:
    • Global Fields.
    • Report fields on business objects associated with the source of the text block, as well as any subprocesses of the source.
    You can't insert:
    • Fields with an
      Authorized Usage
       other than
      Default Areas
      .
    • Fields with built-in prompts.
    Any updates to the document template follow the effective date of the business process. However, if you update a text block on a template, the change has immediate effect.
    Example:
    Template 1
     contains
    Text Block A
     and
    Text Block B
    . If you update
    Template 1
     to add
    Text Block C
    , this change isn't displayed on the business process because it was initiated prior to the template update. However, if you make changes directly to
    Text Block A
    , these updates are immediately visible on the business process, regardless of the business process initiation date.
You can assemble text blocks in any order to build templates for generated documents. Although you can insert report fields when you create a text block, Workday doesn't pull dynamic data into the text block until you generate a document when you run a business process that includes a Generate Document step.