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Administrator Guide
Last Updated: 2023-06-23
Reference: Merge Operations

Reference: Merge Operations

This table illustrates how Workday merges data from a source record to a target record using these operations.
Operation
Behavior
And
Set the target attribute to True only when the source and the target attribute are both True. Otherwise, set to False.
Append
Add the data from the source to the target. Example: When the source has A and the target has B, the merged record has A and B.
Copy and Append
Copy all values from the source and add them to the target.
Copy Unique and Append
Copy and append only unique values from the source to the target. Example: If the source has A and the target has A, the merged record has only A. If the source has A and the target has B, the merged record has A and B.
Custom Processing
Merges based on the behavior of the data.
Earliest Date
Use the earliest calendar date.
Last Updated (from Audit)
Locate the most recent update and keep those values on the target. Example: When the source has A (updated last year) and the target has B (updated last month), the merged record has B.
Latest Date
Take the latest calendar date.
Move Unique and Append
Use instances that are unique on the source and form a union of them with the instances from the target. Example: When the source has A and the target has A, the merged record has A. When the source has A and the target has B, the merged record has A and B.
Or
Set the target attribute to True when either the source or target attribute is set to True. Otherwise, set it to False. Example: When the source has a check box selected and the target has the same check box cleared, then the merged record has the check box selected.
Overwrite Unless Target is Empty
If the source isn’t empty, add the source value to the target. Otherwise, keep the target value. Example: If the source has A, merge that value to the target. If the source is empty, keep the target value.
Use Source if Target is Empty
When the target has a value, keep it. When the target is empty, set it to the value from the source. Example: When the source has A and the target is empty, the merged record has A. When the target isn’t empty, keep the value on the target.