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Administrator Guide
Last Updated: 2023-06-23
Steps: Create a Layout for an Engagement Printed Item

Steps: Create a Layout for an Engagement Printed Item

  • Create a custom report for printed items.
  • Workday Studio.
Use the custom report that you created to merge the data into the report designer. You’ll generate a PDF that the mail coordinator can print and send to the student prospect.
  1. Find the custom report created for printing items.
  2. From the related actions of the report, select
    Web Service
    View URLs
    .
    Select a prompt value for the
    Highest Education Test Section (All) for CRF
     prompt. Example:
    SAT - Total
    .
  3. On the
    View URLs Web Service
     task, enter these values for
    Workday XML
    :
    Option Description
    REST
    Click
    Workday XML
     and enter the username and password for your Workday tenant. Right-click the page and save as an
    xml
     file.
    XSD
    Click
    XSD
    . Right-click the page and save as an
    xsd
     file.
  4. Access Report Designer in Workday Studio.
  5. Import the
    xml
     and
    xsd
     files.
    In the
    Data Explorer
    , the top-right pane displays information from the custom report:
    • Data Source
      .
    • Data Sets
       includes the fields in your custom report.
  6. Access the
    Create Business Form Layout
     task.
    You create the BIRT layout.
    Compose your layout of the report.
  7. As you complete the task, consider:
    Option Description
    Description
    Enter a name for the layout.
    Active
    Select the check box.
    Resulting Documentation Expiration Offset
    Enter the number of days until the PDF document expires.
    Report Design
    Select the saved report design file.
    Apply Report Design Separately to each row
    Select this check box.
    Workday breaks the data from the report into individual rows, then applies the report design individually to each row of data. Each row generates multiple individual PDF documents, and then merges into a single PDF document. This printing method is useful where each row of data in the report results in a separate page in the PDF.
    Custom Report
    Select the custom report for the print item.