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Administrator Guide
Last Updated: 2023-06-23
Download Solution from Solutions Library

Download Solution from Solutions Library

  • Security:
    Solution
     domain in the System functional area. Include security groups in both
    Report/Task Permissions
     and
    Integration Permissions
     for the
    Solution
     domain security policy.
  • Enable the Solutions feature.
  • The Solution owner must share a Solution with you (or with all Workday customers) in order for you to import it.
  • Review and understand Solutions migration and sharing limits.
You can:
  • Select a Solution from the Solution library that contains one or more Configurations.
  • Import some or all of the Configurations into your tenant.
  • (Optionally) resolve exceptions.
Workday strongly recommends that you always review, test, and troubleshoot every Solution in a Sandbox and Implementation environment. Resolve any accuracy, security, and performance issues. Then, migrate Solutions from your Sandbox and Implementation environment into your Production environment.
  1. Access the
    Import Solution
     report.
  2. To find one or more Solutions that you want to import, select search criteria:
    The
    Browse Solutions
     report only returns active Solutions; you can't search for inactive Solutions.
    Option Description
    Solution
    Enter all or part of the Solution name, if known.
    Author
    Filter by selecting the named author of the Solution from the prompt.
    If a person published a Solution anonymously, that Solution doesn't display in search results even if you select the author of the Solution.
    Company
    Filter by selecting the company (Workday customer) that published the Solution.
    Include Solutions Requiring Author Approval before Import
    Select to include protected Solutions; clear this check box to include only unrestricted Solutions.
    Configuration Type
    Filter by selecting one or more types of Configuration (such as Calculated Fields) that the Solution must include in order for Workday to include it in search results.
    Tag
    Filter by selecting one or more Tags corresponding to Workday feature areas or industries.
    ID
    Enter the ID value of a specific Solution.
  3. From the report results, select the Solutions that you want to import:
    Option Description
    Import a single Solution
    Select the
    View Details
     button in the same row as the Solution that you want to import, then select
    Import Solution
    . If the Solution is available for download without publisher approval, you can select
    Preview Import
     to view the Configurations included in the Solution.
    Import more than one Solutions
    Select
    Import All
    .
  4. Review the list of included Configurations, and clear the
    Import
     check box for any Configurations that you don't want to import.
  5. To receive a notification message in Workday if the owner of a Solution updates the Solution after you import it, select the enabling check box, then specify:
    Option Description
    Environment/Tenant
    Select the environment and tenant that contains the account of the person who receives notifications.
    User to Notify
    Select the account for the person who receives a notification in Workday when the owner of the Solution updates the Solution.
  6. Review the Importing Agreement, then select
    Accept
    .
  7. Resolve any exceptions for the Solution import.
  8. Select
    Refresh
     until the import action completes.
    Workday displays the
    View Import Solution Event
     report.
    The
    Import Events
     tab displays if the import event was successful. You can select
    Review Import
     to view additional details.
  9. (Optional) To compare the Configurations in the Solution with other Configurations in your tenant that have a similar Reference ID, select
    Solution
    Compare Configurations
    .
    The
    Compare Configurations
     report displays similar Configurations and summarizes any differences between the listed Configurations.
The Configurations that you imported are now available in your tenant.
After you load Solutions successfully, inspect and test new and changed configurations in your tenant. Verify that configurations function as expected. You can make additional configuration changes to tailor the Solution to meet your needs better.