Create and Publish Document Layouts in Docs for Layouts

Security: These domains in the System functional area:

Docs for Layouts

Custom Report Creation

Make sure that the advanced report you want to use as the source of data for a document layout is enabled as a web service. Docs for Layouts only supports advanced reports.

Docs for Layouts enables you to design, create, and preview document layouts for standard reports and custom advanced reports in Workday. You can include content (such as text, tables, images, headers, and footers), add new pages, adjust page settings, and preview the layout as you build it. You can also insert data fields and apply condition rules. After you publish the document layout, you can select it in a business form layout for use when you print your documents.

Access the

Create Document Layout

task and type a name for the document layout.

Select a report to use as the source for data. The report defines the data fields and condition rules available in the document layout and the data included in the generated document. To change the report selected for the

Source

, click

File

Change Data Source

Changes made in the report are reflected in the associated document layout. You can use the

Edit Document Layout

task to open the document layout, review data fields and condition rules, and make updates as necessary.

(Optional) Change the base language of the layout by clicking

Language

Manage Languages

, adding a new language, and selecting it as the base.

We recommend setting the base language before adding content. When you add a new language instance, Docs for Layouts copies the content from the base language to use as the starting point for the translated language instance.

Insert text, tables, and images and design the layout for your document.

The document layout is initially in an unpublished state and an

Unpublished Changes

indicator displays at the top. You must publish the layout first before you can select it for use when printing a document.

(Optional) Add language instances for the document layout by clicking

Language

Manage Languages

When you add a new language instance, Docs for Layouts copies the content present in the base language. Workday doesn't automatically translate text into a new language. Instead, you must manually replace it with text that has already been translated.

(Optional) Click

Preview

to upload an XML file and generate a PDF preview to see how the document layout looks with actual data.

Click

Publish

to make the current content active and display the

Published

indicator at the top. After you publish the document layout, it becomes available for selection when printing documents. If you have added multiple language instances, you must publish each language separately.

Make additional edits as needed. As soon as you make a change, the

Unpublished Changes

indicator displays at the top. Changes aren't applied and used in associated print actions until you click

Publish

again.

If your workflow uses a business form layout when you print documents:

Access the

Create Business Form Layout

task (or the

Edit Business Form Layout

task).

Select the

Active

check box.

Select the

Document Layout

option and choose the appropriate document layout.