Reference: Merge Rules for Contact Information Data Fields
This table illustrates how Workday merges specific fields in the absence or presence of source
and target values using particular operations.
These merge rules apply to all
person types except employee. When you merge an employee record, you have the
option to append data that doesn't match from the source to the target. You also
have the option to leave that data on the source.
Field | Source Value? | Target Value? | Operation | Behavior |
|---|---|---|---|---|
Primary Home Email Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Home Email Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated email address as the
Primary Home Email Address on the target. Append the source email
address as an additional Home Email Address. Append any additional
Communication Usage Behavior types to the target. |
Primary Home Email Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Primary Home Email Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. |
Primary Work Email Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Work Email Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the target value and append the source email
address as an additional Work Email Address. Append any additional
Communication Usage Behavior types to the target. |
Primary Work Email Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target as the Primary Work
Email Address. Append any additional Communication Usage Behavior types
to the target. |
Primary Work Email Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value as the Primary Work
Email Address. Append any additional Communication Usage Behavior types
to the target. |
Additional Email Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the target as Additional Email
Address. Append any additional Communication Usage Behavior types to the
target. |
Additional Email Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Copy unique and append any additional email
addresses on the target. Append any additional Communication Usage
Behavior types to the target. |
Additional Email Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Additional Email Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Primary Home Phone | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Home Phone | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated phone number as the Primary
Home Phone Number on the target. Append the source phone number as an
additional Home Phone Number. Append any additional Communication Usage
Behavior types to the target. |
Primary Home Phone | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Primary Home Phone | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Additional Phone Number | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Keep the target value as
Additional Phone Number. Append any additional Communication Usage
Behavior types to the target. |
Additional Phone Number | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Copy unique and append any additional phone
numbers to the target. Append any additional Communication Usage
Behavior types to the target. |
Additional Phone Number | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Additional Phone Number | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Primary Work Phone Number | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Work Phone Number | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated phone number as the Primary
Work Phone Number on the target, and append the source phone number as
an additional Work Phone Number. Append any additional Communication
Usage Behavior types to the target. |
Primary Work Phone Number | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Primary Work Phone Number | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Web Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Web Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated web address as the Web
Address on the target, and append the source web address as an
additional Web Address. Append any additional Communication Usage
Behavior types to the target. |
Web Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Web Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Instant Messenger | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Instant Messenger | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated instant messenger as the
Instant Messenger on the target, and append the source Instant Messenger
value as additional Instant Messengers. Append any additional
Communication Usage Behavior types to the target. |
Instant Messenger | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Instant Messenger | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Social Networks | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. |
Social Networks | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Keep the last updated social network value as the
Social Network on the target, and append the source network values as
additional Social Networks. |
Social Networks | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. |
Social Networks | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. |
Primary Home Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Home Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Append any additional Communication Usage
Behavior types to the target. |
Primary Home Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any unique
addresses as an Additional Address. Append any additional Communication
Usage Behavior types to the target. |
Primary Home Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any unique
addresses as an Additional Address. Append any additional Communication
Usage Behavior types to the target. |
Primary Work Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Append any additional
Communication Usage Behavior types to the target. |
Primary Work Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Append any additional Communication Usage
Behavior types to the target. |
Primary Work Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any unique
addresses as an Additional Address. Append any additional Communication
Usage Behavior types to the target. |
Primary Work Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any unique
addresses as an Additional Address. Append any additional Communication
Usage Behavior types to the target. |
Additional Home Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Keep the value as Additional
Home Address. Append any additional Communication Usage Behavior types
to the target. |
Additional Home Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Copy unique and append any additional Additional
Home Address to the target. Append any additional Communication Usage
Behavior types to the target. |
Additional Home Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Additional Home Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |
Additional Work Address | Yes | Yes | Custom Processing | When functionally equivalent, keep the value on the target if the
source and target have matching values. Keep the value as Additional
Work Address. Append any additional Communication Usage Behavior types
to the target. |
Additional Work Address | Yes | Yes | Custom Processing | When not functionally equivalent, find the most recent update and
keep it on the target. Copy unique and append any additional Additional
Work Address to the target. Append any additional Communication Usage
Behavior types to the target. |
Additional Work Address | Yes | No | Custom Processing | When not functionally equivalent and the source has a value and the
target doesn't, keep the source value on the target. Append any
additional Communication Usage Behavior types to the target. |
Additional Work Address | No | Yes | Custom Processing | When not functionally equivalent and the source doesn't have a
value and the target does, keep the target value. Append any additional
Communication Usage Behavior types to the target. |