Lookup Value as of Date
- Create the date constants you want to use in the calculated field.
- Security:Custom Field Managementdomain in the System functional area.
You can configure the calculated field to determine:
- If a value occurs before, on, or after an effective date.
- The value of a field as of a specific date.
If you use a business object that supports effective dating, Workday returns the:
- Latest value of a field entered on or before a specified date.
- Value of a field in-effect as of a specific date.
Workday stores only the current value of a field within a custom object, therefore
returning the latest value regardless of the date specified.
- Access theCreate Calculated Fieldtask.
- SelectLookup Value As Of Datefor theFunction.
- As you complete theCalculationtab, consider:
Option Description Source FieldSpecify the field Workday looks up.Effective DateSpecify an effective date for Workday to apply to theSource Field. Workday returns the value in effect as of this date and ignores any changes made after.If you select aSource Fieldwithout an effective dated business object, the function ignores any date you specify for theEffective Date. You can access the related actions menu of theSource Fieldand view its description to determine if the field is date effective.Entry DateSpecify an entry date for Workday to return the latest value for theSource Field. Workday returns the value entered on or before this date and ignores any changes made after.Example: If you select a date without a time component, likeToday, Workday sets the time to 00:00:00.
You can use the calculated field to look up a:
- Dependent's age as of a certain time.
- List of workers whose address, name, or phone number changed last month.
- Worker's annual salary as of 12/31/2013.
- Create additional calculated fields.
- Create new calculated fields from within a lookup value as of date calculated field.