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Administrator Guide
Last Updated: 2023-06-23
Concept: Text Blocks

Concept: Text Blocks

You can create text blocks using a combination of text and external fields derived by Workday. Use text blocks to assemble templates that you can:
  • View and edit using a Generate Document
    Action
    step in a Workday business process.
  • Distribute using a
    Review Documents
    step in a Workday business process.
You can view and edit text blocks from the related actions menu of the text block. You can create, edit, and retrieve objects related to generated documents, such as text blocks and text block categories, using an EIB with these web services:
  • Get Text Block Categories
  • Get Text Blocks
  • Put Text Block
  • Put Text Block Category
You can use Object Transporter to migrate text blocks and text block categories from 1 tenant to another. Example: You can test text blocks in your Sandbox tenant, then migrate them to your Production tenant.
You can associate a condition rule with a text block, and use condition rules to determine which text blocks Workday selects to build templates for generated documents. Using condition rules enables you to generate a truly dynamic document that supports different scenarios. Example: Create an offer letter that includes or excludes certain text blocks based on the characteristics of the position.
  • If you associate a condition rule with a text block, Workday includes the text block in the generated document only when the condition is true.
  • If you don't associate a condition rule with a text block, Workday always includes the text block in the generated document.
You can only select condition rules that are available on the source of the text block, as well as any subprocesses of the source.