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Workday User Guide
Last Updated: 2023-06-23
Set Up Prompt Values for Discovery Boards

Set Up Prompt Values for Discovery Boards

These domains in the System functional area:
  • Drive
  • Discovery Boards: Create
The data sources used in a discovery board might include prompts that are built-in to the data source or fields. Built-in prompts can:
  • Filter down the data in your data source. Example: Worker Type prompt built-in to the Trended Workers data source.
  • Be a parameter that influences data results. Example: Currency and Account Translation Rule Set prompts built-in to the Translated Debit Amount field.
You can select the values for the built-in prompts when you edit a discovery board. Built-in prompts are either required or optional.
You can select values for most built-in prompts. Workday supports prompts that use any field type supported in discovery boards except for:
  • Currency
  • DateTime
  • Numeric
  • Text
When you configure a prompt in a discovery board, by default:
  • You select a static value for the prompt.
  • The prompt value applies to all vizzes on a sheet that use the same combination of the selected data source and data source filter.
  • The prompt is visible in edit mode only.
  1. Select a viz that uses the combination of data source and data source filter you want to configure.
  2. Select the data source panel icon on the left side of the discovery board workspace.
  3. In the
    Sheet Prompts
     section, select 1 or more values for a built-in prompt.
  4. (Optional) Select the prompt menu and select an option to change the properties of the prompt:
    Option Description
    Determine Value Dynamically
    Use this option to change the prompt from static to dynamic, meaning that Workday determines the prompt value based on some context, such as the current date or current user.
    When you update a prompt to be dynamic, select a field that determines the prompt value dynamically. These fields are on the Global business object. These Global fields aren't available:
    • Fields with built-in prompts.
    • Calculated fields with these functions:
      • Date Constant
      • Lookup Field with Prompts
      • Numeric Constant
      • Prompt for Value
      • Text Constant
    Example: In a date prompt's input, you select the field First Day of This Month. When you view the discovery board, Workday:
    • Determines the first day of the current month.
    • Uses that value for the prompt.
    • Displays data in the viz based on that prompt value.
    In view mode, dynamically determined viewer-exposed prompts display the resulting values, not the field on the Global business object.
    Override at Viz
    Use this option to override the value of the prompt for the selected viz.
    When you override a sheet-level prompt at the viz-level, Workday moves the prompt from the
    Sheet Prompts
     section to the
    Viz Overrides
     section on the data source panel.
    You can remove a viz override by selecting
    Clear Override
     from the prompt menu in the
    Viz Overrides
     section.
    Create Control and Link
    Use this option to create a control and link it to the prompt, giving viewers control over the data returned.
    When you select a value in a control, Workday applies that value as the input to the linked prompt.
    Any changes you make to the values of a control in view mode only apply to view mode in your current session. Example: You are in view mode and select different values for the control, and then switch to edit mode. Workday reverts the control values to the saved version of the discovery board.

This content is not part of the Workday Administrator Guide.