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Administrator Guide
Last Updated: 2023-06-23
Format Text

Format Text

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field to change a single instance or text field to upper, lower, or proper case. You can also use it in certain integrations, such as bulk mailings for postal entities that require text to be in a specific format.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Format Text
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select a single instance or text field from the
    Source Field
     prompt.
    If you select a single instance field, Workday uses the display ID value of the field.
  4. Select 1 of these options from the
    Options
     prompt:
    • Lower Case
       to enable Workday to format the text in lower case.
    • Proper Case
       to enable Workday to capitalize only the first letter of each name or word.
    • Upper Case
       to enable Workday to format the text in upper case.
  5. (Optional) In the
    Advanced
     section on the
    Additional Info
     tab, select the
    Do not use Alternate Display ID
     check box from the
    Options
     prompt.
    Instead of using the alternate display ID, Workday uses the display ID from the original value while formatting the text.
Original Value
Upper Case
Lower Case
Proper Case
logan mcNeil
LOGAN MCNEIL
logan mcneil
Logan Mcneil
James D. Moore
JAMES D. MOORE
james d. moore
James D. Moore
123 main street
123 MAIN STREET
123 main street
123 Main Street
You can create:
  • Additional calculated fields.
  • New calculated fields from within a format text calculated field.