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Administrator Guide
Last Updated: 2024-03-08
Example: Set Up a Prompt Set

Example: Set Up a Prompt Set

You want to set up a prompt set that doesn't notify you more than once for the company and period prompts on the subreport. You also want to specify the prompt order and populated prompt values so you can run the report more easily.
  • Create actual and plan subreports.
  • Create an income statement composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Income Statement
     from the
    Report Name
     prompt.
  3. Click
    OK
    .
  4. Access the settings menu on your report.
  5. Access the
    Prompt Set
     section on the
    Prompts
     tab.
  6. Click
    Add Prompt Set
    .
  7. Select
    Financial Composite Reports for Company
     from the
    Prompt Set
     prompt.
  8. Click
    OK
    .
  9. Access the
    All Columns
     section on the
    Columns
     tab.
  10. Click
    Edit
     in the
    Actions
     column of
    C2
    .
  11. On the
    Map Sub Report Prompts
     grid, select:
    Prompt Field
    Value Type
    Value
    Company
    Use Value From Prompt Set
    Company
    Period
    Use Value From Prompt Set
    Period
    Time Period
    Specify Value
    Current Period YTD
  12. Click
    OK
    .
  13. Click
    Edit
     in the
    Actions
     column of
    C3
    .
  14. On the
    Map Sub Report Prompts
     grid, select:
    Prompt Field
    Value Type
    Value
    Company
    Use Value From Prompt Set
    Company
    Period
    Use Value From Prompt Set
    Period
    Time Period
    Specify Value
    Current Period YTD
  15. Click
    OK
    .
  16. Access the
    Report-Level Prompts
     section on the
    Prompts
     tab.
  17. Click
    Populate Undefined Prompts
    .
  18. Click
    Edit All
    .
  19. In the grid, select:
    Field
    Value Type
    Prompt Value
    Prompt User at Runtime
    Company for Financial Reports
    Specify default value
    500.1 Global Modern Services, Inc. (USA)
    Select the check box.
    Period
    Specify default value
    2013 - Dec
    Select the check box.
    Plan Structure
    No default value
    Clear the check box.
    Translation Currency
    No default value
    Clear the check box.
    Account Translation Rule Set
    No default value
    Clear the check box.
  20. Click
    OK
    .
  21. Click
    Run
    .
When you run the composite report, Workday displays the
Company
 and
Period
 prompts and maps the values to the prompt on each subreport.