Steps: Add Prism Data Change Service to a Business Process
- Configure Security: Ensure the System User or Run As User has the necessary permissions to access the source and target tables involved in the data change task.
- Security:
- Prism: Tables Managein the Prism Analytics functional area.
- Business Process Administrationin the System functional area.
You can configure automated data transformations to occur as synchronized steps within Workday workflows. This prevents the processing of incorrect information by ensuring Prism tables are updated immediately before they are used in critical financial or operational tasks.
Workday doesn’t allow you to schedule or directly execute Data Change Tasks as automated business process steps if they use a direct file upload as a source. However, you can schedule Data Change Tasks that use an SFTP connection as a source. To prevent business processes from failing when running Data Change Tasks, verify that:
- The user or delegate has permission to access the Data Change Task and all associated sources, such as reports or SFTP sites.
- The Data Change Task configuration remains valid. Because configurations, including underlying data sources and pipelines, can change over time, invalid setups can cause failures during execution.
- SelectBusiness Process>Edit Definitionfrom the related actions menu of the business process for your desired workflow.
- Select anEffective Datefor when the business process definition changes take effect.
- Insert a new step and enter these values:FieldValueOrderEnter 1 or more letters to define the workflow of the business process.TypeServiceServiceExecute Prism Data Change Service
- ClickOK.
- ClickConfigure Execute Prism Data Change Service.
- SpecifyData Change Taskand theRun As User.
- (Optional) Select theCancel Business Process Eventcheck box to stop the workflow if the data load fails, preventing errors from cascading into downstream reports.For Accounting business processes Workday displays theAbort Business Process Eventcheck box.
- ClickOKandDone.