Steps: Create External Home Page Cards
We plan to retire the External Cards feature for Journeys, also known as Journeys Custom Cards. Refer to the retirement release note Journeys External Home Page Cards for details.
You must have access to Workday Journeys to use external cards. External cards aren't available for the Workday Student product.
External cards allow your organization to surface real-time data from third-party vendors on the Workday Home page. You can create cards that connect to third-party applications and integrations using Workday Orchestration Builder and providing workers with access to important information from the home page.
You can create external cards directly within the
Home Cards Workspace
. We enable you to customize the display and recurrence schedule for external cards, eliminating the need to manually update the schedules for each card.- Enable People Experience.
- Enable the Journeys functional area.See Steps: Enable Functional Areas and Security Policies.
- Edit Domain Security Policies.Configure security policies for these domains in the Journeys functional area:
- Set Up: Custom Card
- View: Custom Card
- Create a Workday Today Card template in Workday Orchestration Builder.
- Access theHome Cards Workspacereport.ClickAdd Card.ClickCreate External Cardto access theCreate External Cardtask.As you complete the task, consider:
Option Description Who Can ViewCreate or select the condition rule to control who can view the card.The card displays on the Home page for any employee secured to theView: Custom Carddomain in the Journeys functional area.Workday Today Card OrchestrationSelect an orchestration from the menu options.First appears onEnter the date that you want the card to start appearing on the Home page.and disappears onEnter the date that you no longer want the card to display on the Home page.Repeats everySelect the recurrence schedule.Display summaryExplains the display schedule based on your selection.Security:Set Up: Custom Carddomain in the Journeys functional area. - Select your new card from theAvailable Cardslist and clickAdd.
- SelectPublishon the card in theAll Cardsgrid to display it on your workers' Home page.
- (Optional) Access theEdit External Card Condition Ruletask to edit the condition rules that applies to the external cards.