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Administrator Guide
Last Updated: 2024-03-08
Lookup Related Value

Lookup Related Value

Security:
Custom Field Management
 domain in the System functional area.
You can configure the calculated field to look up and return the value of a field on a related business object. You can also promote fields from a related business object to the primary business object so that you can perform these actions on the fields:
  • Filter
  • Group
  • Report
  • Sort
  • Summarize
You can configure the calculated field to use an indexed report data source and indexed field conditions to optimize report performance. When indexing the calculated field, the report can run faster for filtering for all report types except composite and simple. In addition to using the calculated field in reporting, you can also use it in calculations or business process condition rules.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Related Value
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select a self-referencing or single instance field as the
    Lookup Field
    .
  4. Select a
    Return Value
     associated with the related business object of the
    Lookup Field
     that you selected.
  5. (Optional) In the
    Advanced
     section on the
    Additional Info
     tab, select the
    Use Return Value Field Formatting
     check box from the
    Options
     prompt for these field types:
    Option Description
    Date
    Workday applies the date precision of the
    Return Value
     field to the calculated field.
    Instance
    Workday uses the
    Alternate Display ID
    , if applicable, of the
    Return Value
     field on the calculated field.
    Numeric
    Workday uses the decimal, integer, or rounding configuration of the
    Return Value
     field on the calculated field.
    Text
    Workday retains the formatting of rich text fields.
    Selecting the
    Use Return Value Field Formatting
     check box:
    • Doesn't affect prompts.
    • Retains formatting when you run the report or export it to PDF or XML. Workday doesn't retain formatting when you export the report to Microsoft Excel.
You can use the lookup related value calculated field to:
  • Include a manager's email address when reporting on workers.
  • Require Vice President approval if a worker's one-time retention bonus is greater than 20% of their base pay.
  • Expand the availability of field options within business process conditions rules. Business process rules and events determine the business objects available, but you can use the calculated field to reference other fields.
  • Promote a field from a related business object (RBO) to a primary business object (PBO) so you can use the field on a matrix report. Matrix reports limit available fields to the PBO.
  • Promote a field from an RBO to a PBO so you can use the field for grouping and totaling on an advanced report.
  • Promote a field from an RBO to a PBO so you can use it in combination with a field on the PBO to create a calculated field.
There must be a one-to-one relationship between the PBO and RBO in order to use the lookup related value calculated field.
You can create:
  • Additional calculated fields.
  • New calculated fields from within a lookup related value calculated field.