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Administrator Guide
Last Updated: 2023-09-08
Create Prompt Sets

Create Prompt Sets

Security:
Report Prompt Set Management
 domain in the System functional area.
Prompt sets are groups of interdependent fields that add more flexibility when running reports. They enable you to set up populated values for prompts used in:
  • Composite reports and subreports.
  • Custom dashboards.
  • Report groups.
Example: In financial reporting, fiscal schedules and periods depend on a company. You can configure a prompt set to include the company, fiscal year, and period.
You can use Workday-delivered prompt sets or create your own to define the order of the prompts, make a prompt required, and so on.
  1. Access the
    Create Prompt Set
     task.
  2. (Optional) On the
    Description
     field, enter a description for the prompt set that Workday displays when you view the prompt set.
  3. On the
    Category
     prompt, select a value to group the prompt sets into functional categories. Example:
    Financial Reporting
    ,
    Payroll
    , or
    Talent
    .
  4. Configure the
    Prompt Fields
     grid to specify the requirements and values of the prompt set.
  5. As you complete the task, consider:
    Option Description
    Prompt Field
    Workday displays the
    Description
     and
    Category
     on the related actions menu of a prompt field so you can:
    • Understand which prompt fields with identical names to include in your prompt set.
    • View additional details about the prompt field.
    Display Label on Report
    If Workday renames a prompt field, the new name displays in the
    Display Label on Report
     column. Workday might rename a prompt field to include more specific text so you can select the correct prompt field when creating a prompt set.
    Default Label Override
    Specify a name to use instead of the default name for the prompt.
To view detailed information on prompt sets, you can access the:
  • Prompts
     tab on the composite report definition. You can view and edit the prompt settings, prompt sets, report-level prompts, and data prompts for each column, row, and cell. You can also view all prompts for each subreport used on the composite report, and add or create a prompt set from the
    Prompts
     tab.
  • View Prompt Set
     report. You can also drill to the instances that use the prompt set from the
    Prompt Set Usages
     field.