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Workday User Guide
Last Updated: 2025-09-19
Set Up Curated Field Lists for Discovery Boards

Set Up Curated Field Lists for Discovery Boards

Security: These domains in the System functional area:
  • Discovery Boards: Manage Curated Data Source Field List
  • Discovery Boards: Manage Drilling Field Lists
You can configure curated field lists so that it's easier for discovery board editors to find the right fields to use when building visualizations. For all visualizations except tables, you can perform better ad hoc analysis and reporting by configuring fields to drill into and view details for.
  1. Access the
    Maintain Field Lists for Reporting
     report.
  2. From the
    Product Area
     prompt, select
    Discovery Boards
    .
  3. Select a
    Business Object
     to base the curated field list on.
    All data sources with the primary business object you select share the same curated field list.
  4. As you complete the
    Data Source Fields
     tab, consider:
    Option Description
    Enable in Discovery Boards
    (Available after you add fields to the curated field list.) Click to enable the curated list that you configured in discovery boards. Once clicked, you can click
    Disable in Discovery Boards
     to disable the curated field list.
    From the related actions menu of the discovery board, you can click
    Show only curated fields
    :
    • Off to display all available fields.
    • On to display only the fields configured in the curated field list.
    Add Fields
    Click to access the
    Add Fields to Data Source Field List for Discovery Boards
     task. The
    Fields to Add
     grid displays all fields available to populate the curated field list.
    Remove Fields
    (Available after you add fields to the curated field list.) Click to access the
    Remove Fields from Data Source Field List for Discovery Boards
     task. The
    Fields to Remove
     grid displays the fields currently on the curated field list.
    Selected Fields
    The grid displays all fields added to the curated field list that users view when creating visualizations.
    The
    Where Used
     column displays a usage count for each curated field. The count includes Workday internal development usages.
  5. On the
    Drill By Fields
     tab, click
    Edit Drill By Field List
     to access the
    Edit Drill By Field List for Discovery Boards
     task. You can manage the fields you use to drill into visualization measure data.
    If you don't configure fields on the
    Drill By Fields
     tab,
    Drill By
     won't display on visualizations.
  6. As you complete the tab, consider:
    Option Description
    Enable in Discovery Boards
    Click to enable the drill by field list that you configured in discovery boards. Once clicked, you can click
    Disable in Discovery Boards
     to display all available drill by fields for the business object you selected.
    Selected Grouping Fields
    The grid displays all fields added to the drill by field list that users view when creating visualizations. You can select the
    Default Sort
     for each field that determines the display order for the drill by fields. Example: When you select a drill by field in a visualization, Workday displays a new table. The new table displays the
    Default Sort
     you selected for the drill by data.
    Discovery boards don't support drilling on:
    • Blank or
      Other
       values.
    • Fields that you can't filter on.
    • Lookup prior value calculated fields.
  7. On the
    Show Details Fields
     tab, click
    Edit Show Details Field List
     to access the
    Edit Show Details Field List for Discovery Boards
     task. You can manage the fields Workday displays when you view the details of a data point to the transaction level.
    If you don't configure fields on the
    Show Details Fields
     tab,
    Show Details
     won't display on visualizations.
  8. As you complete the tab, consider:
    Option Description
    Enable in Discovery Boards
    Click to enable the show details field list that you configured in discovery boards. Once clicked, you can click
    Disable in Discovery Boards
     to disable the show details field list.
    Selected Fields
    The grid displays all fields added to the show details field list that users view when creating visualizations. You can select the
    Default Sort
     for each field that determines the display order for fields when you view details. Example: When you click
    Show Details
     on a visualization data point, Workday displays a new table. The new table displays the
    Default Sort
     option you selected for the show details data.
    To change the order of the
    Show Details
     fields displayed in a visualization, remove the fields, then add them in the desired order.
Workday displays:
  • Curated fields when you build discovery board visualizations if the data source has a primary business object with a curated field list configured.
  • Options on the visualization to drill into and view details for your data.
You can drill into or view details for visualizations and display the resulting data in a pivot table or table. You can then click:
  • Add to Sheet
     to add a visualization to a sheet. Each sheet can display up to 10 visualizations. Workday disables
    Add to Sheet
     if the visualization you drill into or view details for includes a lookup date rollup calculated field.
  • Export as a Report
     to export a visualization to the Report Writer. Workday disables
    Export as a Report
     if:
    • The visualization you drill into or view details for includes a lookup date rollup calculated field.
    • You don't have access to the
      Custom Report Creation
       domain in the System functional area.

This content is not part of the Workday Administrator Guide.