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Administrator Guide
Last Updated: 2025-03-14
Add an Instance to a Configuration Package

Add an Instance to a Configuration Package

Security: These domains in the Implementation functional area:
  • OX for Non-Implementers
  • Special OX Web Services
You can add an instance to an existing configuration package through a related action menu of the instance. You can also select an instance and then create the configuration package and add the instance to it. To add multiple instances to the same configuration package, use the related action menu to add 1 instance at a time.
  1. Sign in to the tenant that contains the instance you want to add.
  2. Display the instance that you want to add to a configuration package.
  3. From the related action menu of the instance, select
    Instance
    Add Instance to Confuration Package
  4. If the configuration package that you want already exists, select it by type or alphabetically.
    Workday populates the instance and the implementation type for the instance.
    When an instance has more than 1 implementation type, select the implementation type to add to the package.
  5. If you need to create the configuration package, select
    Create Configuration Package
    .
    1. Enter a name for the package.
    2. (Optional) Enter an
      External Change Request ID
      .
      These IDs enable you to track requested and approved migrations. You can view
      External Change Request ID
       flags with all migration activity in the
      Object Transporter Migration Reports (OX)
       dashboard in Customer Central.
    3. Click
      OK
      to confirm package creation.
  6. Click
    OK
     to confirm the added instance.
Access the
View Configuration Package
task for your package to verify the addition. You can also use this task to add and remove instances from the package before you migrate it:
  • Click
    Edit Instances
     to add other instances that belong to the same implementation type as the instance you just added.
  • Click
    Add Implementation Type(s)
     to add other implementation types and instances of those implementation types.
  • Click
    Remove
    to remove an instance from the configuration package that you just created.