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:
| 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:
| 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:
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:
Workday prevents unmerging completed events when:
|
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. |