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Administrator Guide
Last Updated: 2023-06-23
Lookup Value as of Date

Lookup Value as of Date

  • Create the date constants you want to use in the calculated field.
  • Security:
    Custom Field Management
    domain 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.
  1. Access the
    Create Calculated Field
    task.
  2. Select
    Lookup Value As Of Date
    for the
    Function
    .
  3. As you complete the
    Calculation
    tab, consider:
    Option Description
    Source Field
    Specify the field Workday looks up.
    Effective Date
    Specify an effective date for Workday to apply to the
    Source Field
    . Workday returns the value in effect as of this date and ignores any changes made after.
    If you select a
    Source Field
    without an effective dated business object, the function ignores any date you specify for the
    Effective Date
    . You can access the related actions menu of the
    Source Field
    and view its description to determine if the field is date effective.
    Entry Date
    Specify an entry date for Workday to return the latest value for the
    Source 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, like
    Today
    , 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.