Create a Business Form Layout in Workday
Studio
Prepare a Workday custom report for use with a business form layout.
These steps take place in Workday Studio, not Workday. After completing the steps below
for creating a business form layout, you can then deploy the report design directly from
Workday Studio. You can also go back into Workday and attach the business form layout to
a custom report.
- Sign in to Workday Studio.
- Navigate to Report Designer.
- When selecting your Workday Report Data Source, get the report description and report data by connecting directly to your Workday tenant. You can also follow the documentation in Workday Studio to import the report data (XML) and XML schema (XSD) you previously saved from Workday to create your business form layout.
- Either deploy the report design directly from within Workday Studio, or save the business form layout as an.rptdesignfile type on your local drive.
After completing this step, you've either deployed the report design directly from
Workday Studio or had an
.rptdesign
file type on your local drive. If you opted
to save the .rptdesign
file to your local drive, you must attach this file to a
custom report in Workday.If you don’t deploy your report design directly from Workday Studio, sign into Workday
to upload your business form layout and attach it to a custom report.