Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-06
Set Up Extended Indexed Data Sources

Set Up Extended Indexed Data Sources

  • Create the
    Custom Data Source Extension Approval Event
     business process and security policy in the System functional area.
  • Security:
    Manage: Custom Data Sources
     domain in the System functional area.
You can set up an extended indexed data source that includes fields suitable for indexing. You can add a maximum of 20 indexed fields to a data source.
  1. Access the
    Maintain Custom Data Source
     report and click
    Create Data Source Extension
    .
  2. Select the
    Data Source
     that you want to add fields to. Example: You can add fields to the
    Job Applications
     data source.
  3. (Optional) Review the
    Data Source Filters
     and
    Delivered Indexed Fields
     tabs.
  4. As you complete the
    Additional Fields
     tab, consider:
    Option Description
    Source Field
    You can add fields suitable for indexing for these field types:
    • Calculated fields from your tenant.
    • Custom fields from your tenant.
    • Delivered fields from the primary business object for the data source.
    To check if a field is suitable for indexing, use the
    Field Suitability for Business Object
     task or from the related actions menu for a field, select
    Indexing Information
    .
    Usages
    Displays usage for the
    Source Field
     in your tenant.
  5. On the
    Maintain Custom Data Source
     report, click
    Submit for Approval
     to submit the draft data source for security approval.
Workday sends an approval request to the data source approver in
My Tasks
. The approver can review security and approve or deny the data source.
On the
Maintain Custom Data Source
 report, you can click
Publish
 to schedule publishing of an approved, unpublished extended custom data source. You can also:
  • Click
    Create New Version
     to update fields for a published extended custom data source.
  • Click
    View
     next to a data source and navigate to the
    Status
     tab to view publishing history and indexing processing time. From the
    Status
     tab, you can select the
    Fields Executed
     link to view details about the fields evaluated during the indexing process. The
    Fields Executed
     view displays:
    • Field
      : The specific field evaluated. This includes fields added for the process on the
      Additional Fields
       tab and other fields that may display, such as those included in calculated fields or those that determine if an object is included in the index.
    • Number of Times Executed
      : The total number of times the field was evaluated during the indexing job.
    • Total Time
      : The total time spent executing the field throughout the process.
    • Time Stamp
      : The specific date and time the field execution was recorded.