Concept: Docs for Layouts

Docs for Layouts is a visual editing tool for creating document layouts, which are specific designs for PDFs that use data from a Workday report.

When you create a document layout you can:

Insert text, tables, images, headers, and footers.
Manage document settings, add pages, and insert page numbers.
Insert data fields.
Apply condition rules.

Once you publish the document layout, you can then use it in a business form layout when you print your reports.

Docs for Layouts is an alternative method for creating layouts to that of using Report Designer (BIRT). You can create and manage document layouts in addition to managing report design files, and then when you use a business form layout you can select either a document layout or a report design file as the source of data. In many cases, you might choose to use Docs for Layouts to create document layouts because of its ease of use. However, if your document has special requirements that Docs for Layouts doesn't currently support, you can continue to use a report design.

To use Docs for Layouts you need to:

Use a standard report or a custom advanced report that contains the data you want to include in a document layout.
Ensure that the report has been enabled for Web Services.
Be the owner of the report or have had the report shared with you.

To determine if Docs for Layouts is a good fit for your use case, review these considerations:

Layouts created with Report Designer can’t be automatically converted into the Docs for Layouts format. You must create new document layouts manually.
Content can’t be automatically reused between document layouts. If the same content is used in two document layouts, you need to update it in both.
Only one font is available. The document layout editor, preview PDFs, and generated PDFs use the Roboto font.
JavaScript can’t be used. For layouts that need JavaScript you must use Report Designer.