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Administrator Guide
Last Updated: 2023-06-23
Publish Solution to Solutions Library

Publish Solution to Solutions Library

  • Security:
    Solution
     domain in System functional area. Include security groups in both
    Report/Task Permissions
     and
    Integration Permissions
     for the
    Solution
     domain security policy.
  • Enable the Solutions feature.
  • You must have already created the Solution that you want to publish.
Post a Solution to the Solution library for viewing and download by other customers. Once posted, other customers can view the Solution, including its contents, without requiring any approval by you. The only limits that you can apply are:
  • Anonymity: you can mask fields that display who created your Solution.
  • Download approval: you can require that any customer that wants to download your Solution request approval (using Workday notifications). You then can approve or deny each customer request.
When you publish a Solution, always review the configurations that you’re sharing to ensure that you aren’t disclosing personal information or other confidential information. Don’t use the Publish Solution functionality when you want to migrate your data or to back up your data. If you publish a Solution that contains configurations that belong to other published Solutions, Workday updates all of these Solutions when you publish. You can’t republish a Solution or configurations that someone else published already.
  1. Perform one of these actions:
    • Create or edit a Solution, then select
      Save and Publish
      .
    • As a related action on a Solution, select
      Solution
      Publish
      .
  2. Specify publishing options:
    Option Description
    Publish Anonymously
    Masks the Company field value when other customers view your Solution.
    Protect Source Code
    For Studio integrations, prevents others from accessing underlying source code for the integration.
    Receive notification when Workday approves your Solution
    Select to have Workday send a notification if and when Workday approves the Solution for posting to the Solution library.
    Workday reviews publish requests weekly. If Workday doesn’t approve the Solution for publishing to the Solutions Library, Workday sends a notification stating why Workday didn't publish the Solution.
    Require other customers to request access before importing your solution
    Requires other customers to request access to the Solution. You can always approve or deny the request for each customer.
    Environment/Tenant
    Select the environment and tenant that contains the account of the person who receives notifications.
    Request Approver/Notification Recipient
    Select the user account for the person who receives a notification in Workday when:
    • Someone requests the Solution.
    • Workday approves the Solution for posting to the Solution library.
  3. Review the Publishing Agreement, then select
    Accept
    .
  4. Select OK.
  5. Select
    Refresh
     until the import action is finished.
    Workday displays the
    Publish Events
     section, which displays if the publish action was successful. Select the Publish Event for details about the publish action.
  6. Record the
    ID
     value displayed in the
    View Solution
     report.
    When publicizing your Solution on the Workday Community, include this ID value in the Community post. Customers can use the ID value to locate the Solution quickly using the Browse Solution report.
The Solution is now visible to all customers in the
Browse Solutions
 report.