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Last Updated: 2024-11-01
Example: Set Up an Integration for Advanced Lookup Tables

Example: Set Up an Integration for Advanced Lookup Tables

This example illustrates 1 way to configure an inbound integration for advanced lookup table data.
You maintain a large advanced lookup table called
Union Dues by Position
 that you need to update each year. You want to create an EIB integration that will enable you to:
  • Generate a spreadsheet that contains the advanced lookup table data.
  • Update the data on the spreadsheet.
  • Upload the data to Workday.
Security:
  • Integration Build
     domain in the Integration functional area.
  • Integrations: EIBs
     domain in the Integration functional area.
  • Set Up: Calculations – Generic
     in the Core Payroll functional area.
  • Set Up: Time Off (Calculations – Generic)
     in the Time Off and Leave functional area.
  • To configure access to calculations using segment-based security groups:
    Access Calculation (Segmented)
     domain in the Core Payroll, Implementation, Payroll Interface, and Time Off and Leave functional areas.
  1. Access the
    Create EIB
     task.
  2. Enter these values:
    Field
    Enter
    Name
    Union Dues EIB
    Inbound
    Select this option.
  3. Click
    OK
    .
  4. On the
    Get Data
     tab, select these settings:
    Field
    Enter
    Retrieval Method
    Attach File at Launch
    .
    Web Service Operation
    Put Advanced Lookup Table (Web Service)
    .
  5. Click
    Next
     through the remaining tabs, then click
    Close
    .
  6. Access the
    View Integration System
     report for the
    Union Dues EIB
     integration system.
  7. From the related actions menu, select
    Template Model
    View
    .
  8. Click
    Edit Template Model Sheet
    .
  9. Select the
    Separate Type Column
     check box and clear the
    Reference ID Type
     field for these columns:
    • Lookup Table Category
    • Context Instance
    • Search Criteria ID
    • Numeric Search Criteria ID
    • Report Field Search Value
    By adding the separate type columns, you:
    • Save data entry time by generating the necessary ID values.
    • Can update multiple advanced lookup tables with different values in these columns in a single spreadsheet.
  10. Click
    OK
    , then click
    Done
    .
  11. On the
    View Template Model
     report, scroll down and click
    Edit Template with Data Options
    .
  12. Select
    Condition Rule Filter
    .
  13. In the
    Rule Conditions
     grid, select these values:
    Field
    Select
    Source External Field or Condition Rule
    Lookup Table Name
    Relational Operator
    In the selection list
    Comparison Value
    Union Dues by Position
  14. Click
    OK
    .
  15. Access the
    View Integration System
     report for the
    Union Dues EIB
     integration system.
  16. From the related actions menu, select
    Template Model
    Generate Spreadsheet Template
    .
  17. Select
    Generate Spreadsheet with Data
    .
  18. Click
    Submit
    .
Workday generates a spreadsheet that includes all the data from the
Union Dues by Position
 advanced lookup table.
You can update the spreadsheet by:
  • Adding a new effective-dated snapshot.
  • Updating table values.
  • Adding rows or columns to the table.
  • Selecting snapshots or rows to delete.
Use the
Launch / Schedule Integration
 task to upload the updated table values to Workday.