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Administrator Guide
Last Updated: 2023-06-23
Reference: Merge and Unmerge Rules for Business Process Events

Reference: Merge and Unmerge Rules for Business Process Events

Workday enables you to merge student and prospect records for in-progress and completed business process events for the supported role combinations. This table lists these business process events along with the conditions that prevent merging and unmerging of business process events:
Business Process Event
Conditions that Prevent Merging
Conditions that Prevent Unmerging
Admissions Evaluation Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Apply Student Hold Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Athletic Team Membership Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Complete Action Item Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Workday also prevents unmerging completed events when you make changes to either record after the merge.
Continuing Student Registration Onboarding Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Federal Verification Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
ISIR Action Item Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
NSLDS Data Load Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Override Student Hold Assignment
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Professional Judgment Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Publish Application Grouping Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Remove Student Hold Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Request Student Appointment
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Accommodation Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Application Action Item Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Workday also prevents unmerging completed events when you make changes to either record after the merge.
Student Application Change Decision Event
Workday prevents merging in-progress events when the merged events have duplicate applications. When the merged events have duplicate applications, Workday keeps the oldest application. When the oldest application doesn't have a published decision, Workday doesn't keep any published decisions or changes to those decisions from the other applications.
When the applications aren't duplicates, Workday appends the applications from the source student prospect, as well as any in-progress events, to the target student prospect.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Application Change Published Decision Details Event
Workday prevents merging in-progress events when the merged events have duplicate applications and:
  • The target application (the oldest application) doesn't have a published decision of Admit.
  • The target application has an in-progress event.
  • The source application doesn't have an in-progress event.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Application Decision Event
Workday prevents merging in-progress events when the merged events have duplicate applications and:
  • The target application (the oldest application) doesn't have a published decision of Admit.
  • The target application has an in-progress event.
  • The source application doesn't have an in-progress event.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Application Recommendation Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Student Applicant Immigration Event
Workday prevents merging in-progress events if both source and target students have in-progress Immigration events for the same institution.
Workday prevents unmerging in-progress events if the:
  • Student Applicant Immigration event initiated on the source completes on the target student after the merge operation.
  • Student Applicant Immigration event initiated on the source is still in-progress and the target student updated the event after the merge operation.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Immigration Event
Workday prevents merging in-progress events if both source and target students have in-progress Immigration events for the same institution.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.
Student Onboarding Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging events when events are initiated post-merge.
Student Residency Event
Workday prevents merging in-progress events if both source and target students have in-progress Student Residency events.
Workday prevents unmerging in-progress events if the:
  • Student Residency Event initiated on the source, but the send back was to the target student after the merge operation.
  • Student Residency Event initiated on the source completes on the target student after the merge operation.
Workday prevents unmerging completed events when:
  • Events initiate on the source and complete on the target.
  • The Student Residency event initiates on the source, but is rescinded on the target after the merge operation.
Third Party Permissions Event
Workday doesn't prevent merging in-progress or completed events.
Workday doesn't prevent unmerging in-progress events.
Workday prevents unmerging completed events when events initiate on the source and complete on the target.