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Administrator Guide
Last Updated: 2024-12-13
Example: Print a Custom Report in a Workday Studio Integration

Example: Print a Custom Report in a Workday Studio Integration

This example illustrates how to extract the custom report data from Workday and generate a PDF file using Workday Studio.
Your HR department asks you to generate a new hire letter in PDF format. You'll use a custom report definition and Workday assembly project in Workday Studio to generate the PDF.
  1. Sign in to your Workday GMS tenant.
  2. Access the
    Create Custom Report
    task.
    1. Configure these values:
      Option
      Value
      Report Name
      Employee Benefit Enrollments
      Report Type
      Advanced
      Enable As Web Service
      Select this check box.
      Optimized for Performance
      Clear this check box.
      Data Source
      All Active and Terminated Workers
    2. On the
      Columns
      tab on the
      Edit Custom Report
      page, configure these values:
      Business Object
      Field
      Column Heading Override
      Column Heading Override XML Alias
      Worker
      Legal Name - Last Name
      Last Name
      Last_Name
      Worker
      Legal Name - First Name
      First Name
      First_Name
      Worker
      Employee ID
      Employee ID
      Employee_ID
      Worker
      Supervisory Organization
      Organization
      Organization
      Worker
      First Day of This Calendar Year
      Benefit Enrollment Date
      Benefit_Enrollment_Date
      Worker
      Current Worker
      Signatory
      Signatory
      Worker
      Business Title
      Signatory Business Title
      Signatory_Business_Title
      Worker
      Work Address - Full
      Work Address
      Work_Address
      Benefit Elections
      Benefit Type
      Benefit Type
      Benefit_Type
      Benefit Elections
      Benefit Provider
      Benefit Provider
      Benefit_Provider
      Benefit Elections
      Coverage
      Coverage
      Coverage
      Benefit Elections
      Dependents
      Dependents
      Dependents
      Benefit Elections
      Current Election Coverage Begin Date
      Effective Date
      Effective_Date
      Benefit Elections
      Group Number
      Group Number
      Group_Number
    3. Add a
      Group Column Heading
      for the secondary business object, Benefit Elections. Enter
      Benefit Elections
      for both the
      Business Object
      and
      Group Column Heading
      fields.
  3. Open Workday Studio.
  4. Create a new
    Workday Assembly Project
    named
    CallPrintPdf
    .
  5. In the
    Project Explorer
    view, right-click
    CallPrintPDF/ws/WSAR-INF
    and create a new
    My_Report_Designs
    folder.
  6. Add these components to your assembly project and link them together:
    Component Type
    ID
    workday-in
    StartHere
    workday-out-rest
    RequestCustomReportData
    Async-mediation
    SetReportandReportDesignVars
    PdfPrintStep
    GeneratePDF
    Async-mediation
    UploadToWorkday
  7. Configure the Report Service on the
    StartHere
    workday-in component.
    1. In the
      Properties
      view,  access the
      Services
      tab for the
      StartHere
      workday-in component.
    2. Select the
      Create Report Service
      icon and name it
      StartHere
      .
    3. Select the
      Add New Entry
      icon and enter these values:
      Option
      Value
      Alias
      mynewhireletter
      Description
      My New Hire Letter Report
      Report Reference
      My New Hire Letter Report
  8. Configure the
    RequestCustomReportData
    workday-out-rest component.
    1. On the
      RequestCustomReportData
      workday-out-rest component, select
      Select a RaaS Report
      on the
      Extra Path
      property.
    2. On the
      Filter Custom RaaS Reports
      page, specify
      Employee Benefit Enrollments
      for the custom report name, then click
      Next
      .
    3. Select the report, then click
      Finish
      .
    4. Specify
      EmployeeBenefitEnrollments
      for
      Report Alias
      , then click
      Finish
      .
    5. On the
      Extra Path
      property on the workday-out-rest component, enter
      @{intsys.reportService.getExtrapath('mynewhireletter')}?Worker!Employee_ID=21099!21189
      .
  9. Configure the
    SetReportandReportDesignVars
    async-mediation component.
    1. Add 2 write steps on
      Properties
      tab of the
      async-mediation
      assembly component and configure these values:
      Step 1
      Step 2
      StepID:
      WriteReportToVariable
      Input value:
      message
      Output value:
      variable
      Variable name:
      test.workday.report
      StepID:
      CopyReportDesignToVariable
      Input value:
      message
      Output value:
      variable
      Variable name:
      test.report.design
    2. Using the
      Message Builder
      , add a static-file element.
      Specify
      @{'my_report_designs/New_Hire_Letter.rptdesign'}
      as the report design file location in the
      Input File
      property.
  10. On the
    Properties
    view of the
    GeneratePDF
    PDF print step component, click the
    Select Parameter
    button on the
    Parameters
    tab.
    Configure these parameters:
    Parameter Name
    Value
    pdf.report.design.variable
    test.report.design
    pdf.workday.report.variable
    test.workday.report
    pdf.timezone
    CET
    pdf.language
    fr_FR
    pdf.locale
    fr_FR
    pdf.business.form.layout.wid
    fbbe44a681251000039acc2ff657000a
    pdf.report.design.wid
    fbbe44a6812510000399fdf02c3f0006
    pdf.apply.report.design.per.row
    true
  11. Store the generated PDF file with the
    UploadToWorkday
    async-mediation component.
    1. Add a
      Store
      step component with an Output MIME type of
      application/pdf
      . Name the
      Output
      variable
      test.document.reference
      .
    2. Right-click the project in the
      Project Explorer
      and select
      Deploy to Workday
      .
    3. In the
      Cloud Explorer
      , right-click the
      StartHere
      workday-in integration node , then select
      Launch Integration
      .
  12. Access the PDF file on the
    W:Drive
    .
    1. Select the
      Process Monitor
      view, then click the
      Workday: Process Monitor
      icon.
    2. Sign in to Workday and click
      Menu
      W:Drive
      .
    3. On the
      My Reports
      tab, in the
      File Name
      column, click the
      PDF
      icon.