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Administrator Guide
Last Updated: 2026-09-18
Customize Workday-Delivered ConnectRs

Customize Workday-Delivered ConnectRs

Security:
Set Up: ConnectR
 domain.
You can add sections for tasks to Workday-delivered ConnectRs.
  1. Access the
    Maintain ConnectRs
     report.
  2. Click
    Configure ConnectR
    .
  3. Select the Workday-delivered ConnectR that you want to customize.
  4. Click
    OK
    .
  5. Select the
    Confirm
     checkbox.
  6. Click
    OK
    .
  7. Add a row to the
    Task Sections
     grid and enter these values:
    Option
    Description
    Task
    Select the task to configure within the ConnectR .
    Section Name
    (Optional)Enter the name of the section.
    Report Field
    (Optional) Select the context based task to add the report.
  8. Add a row to the
    Task Review Sections
     grid and enter these values:
    Option
    Description
    Task
    Select a task to add the content within the summary section.
    Section Name
    (Optional) Enter the name of the section.
    Report Field
    (Optional) Select the context based task to add the report.
  9. Click
    OK
    and
    Done
    .
  10. (Optional) You also have the option to translate the label of the section name into other languages.
Verify that the new section names display in the ConnectR.
On the
Maintain ConnectRs
 report:
  • Select
    Action
    >
    Configure
     on a configured ConnectR to keep customizing the task sections and task review sections.
  • Select
    Action
    >
    Reset
    on a configured ConnectR to reset the configured ConnectR to the default Workday-delivered configuration.