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Administrator Guide
Last Updated: 2023-06-23
Maintain Custom Data Source for the Worker Business Object

Maintain Custom Data Source for the Worker Business Object

  • Create a
    Custom Data Source Approval Event
     business process and security policy in the System functional area.
  • Security:
    Manage: Custom Data Sources
     domain in the System functional area.
Workday recommends creating an extended indexed data source instead of a custom worker data source. See Set Up Extended Indexed Data Sources. You can only access the
Maintain Custom Worker
 report if you've previously created a custom worker data source in your tenant.
  1. Access the
    Maintain Custom Worker
     report.
  2. Click
    Edit
     next to a draft data source.
  3. On the
    General
     tab, select an
    Effective Date Field for Processing
     that Workday uses when indexing fields.
    Example: Use
    Termination Date
     as the effective date to index data records for terminated workers.
  4. On the
    Filter
     tab, set up the data source filters.
    As you complete the tab, consider:
    Option Description
    Condition
    Select a Boolean-type field associated with the
    Primary Business Object
     for the custom data source.
    Domain
    Select 1 or more valid domains for the data source.
    Default
    Select to display the filter as the default for the custom data source in a report definition. A custom data source must always have only 1 data source filter.
  5. On the
    Fields
     tab, add a row in the
    Fields
     grid for each field you want to add to the data source.
    As you complete the tab, consider:
    Option Description
    Source Field
    Select fields from the
    Source Business Object
    , including calculated fields.
    Category
    Select a new display category in which to place the field you add.
    Domain
    Select or override the domain to secure the
    Source Field
    .
    Inactive
    Select this check box to ensure that the
    Source Field
     doesn't display in field prompts.
  6. On the
    Security
     tab, select fields from the
    Securing Entity Fields
     prompt to set up contextual security for the filters and fields.
    Example: Add
    Supervisory Organization
     as the securing entity to ensure that a manager can access data only for employees that they manage.
Workday sends an approval request to the data source approver in
My Tasks
. The approver can review security and approve or deny the custom data source.
On the
Maintain Custom Worker
 report, click
Submit for Approval
 to submit the draft data source for security approval.
Once approved, click
Publish
 on the
Maintain Custom Worker
 report. You can also:
  • Click
    Create New Version
     to add more fields to a published data source.
  • Click
    View
     next to a data source and navigate to the
    Data
     tab to view publishing history.