Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Docs for Layouts

Steps: Set Up Docs for Layouts

  • Security:
    Security Configuration
     domain in the System functional area.
Docs for Layouts enables you to automate the generation and printing of documents using Workday data. Docs for Layouts is an alternative to using Report Designer (BIRT) to create document layouts. Docs for Layouts supports several types of document printing workflows, specifically workflows that use data fields and condition rules from advanced reports.
The
Docs for Layouts
security domain in the System functional area manages the ability to use Docs for Layouts document layouts. When setting up Docs for Layouts, add all users who create, edit, or access Docs for Layouts document layouts to the
Docs for Layouts
 security domain.
The
Custom Report Creation
 security domain in the System functional area manages the ability to view business form layouts, run reports, and click the
Print
 button to generate a PDF. When setting up Docs for Layouts, add all applicable users to the
Custom Report Creation
 security domain.
  1. Create security groups for users who will be working with Docs for Layouts document layouts and printing documents. Currently only unconstrained groups are supported.
  2. Create or edit a security policy for the
    Docs for Layouts
     domain in the System functional area
    1. Access the
      View Domain
       report.
    2. Select the domain from the
      Domain
       prompt.
    3. From the related actions menu, select
      Domain
       >
      Create Security Policy
      , or select
      Edit Security Policy Permissions
       if there's an existing policy.
    4. In
      Report/Task Permissions
      , add or edit security groups.
    5. Select the
      View
       and/or
      Modify
       check boxes as needed.
    6. As a related action on the domain security policy, select
      Domain Security Policy
       >
      Enable
       .
  3. Activate Pending Security Policy Changes.
  4. (Optional) Confirm or update the languages that you want to make available as language instances in document layouts by viewing the
    Languages
     section on the
    Edit Tenant Setup – Global
     task.