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Administrator Guide
Last Updated: 2023-06-23
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Create Custom Business Form Layouts for Sponsor Statements

Create Custom Business Form Layouts for Sponsor Statements

  • Create an XSL stylesheet or design a business form layout using the
    Report Designer in Workday Studio
    .
  • Security:
    Custom Report Creation
     domain in the System functional area.
You can create a custom business form layout for your company. You can add your custom layout to the sponsor statement print layout. Workday uses the business form layout when you print and email sponsor statements.
  1. Access the
    Create Business Form Layout
     task.
  2. As you complete the task, consider:
    Option Description
    Active
    Select to use this business form layout when you print and email sponsor statements.
    Resulting Document Expiration Offset (in days)
    Enter the number of days to retain sponsor statements before they expire. The maximum value allowed is 25,000.
    Ensure that the expiration offset you specify here complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    Token Name
    Add the token name for the company logo and signature using this format:
    • company_logo
    • sc_signature
    These tokens are in your XSL stylesheet or report designer business form layout.
When you print and email sponsor statements, Workday uses your custom layout for the company instead of the delivered one.
Add a logo and signature to sponsor statements.