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Administrator Guide
Last Updated: 2024-03-08
Aggregate Related Instances

Aggregate Related Instances

Security:
Custom Field Management
 domain in the System functional area.
You can configure the calculated field to list all instances associated with a source field on the business object. The calculated field excludes duplicate instances from the returned results.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Aggregate Related Instances
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select a single instance or multi-instance option from the
    Source Field
     prompt.
  4. (Optional) On the
    Condition
     prompt, select a boolean option to apply to the results as a condition rule.
  5. (Optional) Select a single instance or multi-instance option from the
    Fields to Aggregate
     prompt.
You can use the calculated field in a report filter or add the calculated field to a custom report so you can drill into each returned instance. Workday lists the aggregated results in alphabetical order.
You can use the calculated field to examine all positions within an organization and aggregate instances of job profiles.
Field
Value
Business Object
Organization
Source Field
Positions
Fields to Aggregate
Job Profile
You can create:
  • Additional calculated fields.
  • New calculated fields from within an aggregate related instances calculated field.