Assemble Configurations into a Solution

Security: Solution
domain in System functional area. Include security groups in both

Report/Task Permissions

and

Integration Permissions

for the Solution
domain security policy.

You must have already created the Workday Configurations that you want to package together.

You also can take page captures of sample report output or other Workday settings. You can create supporting documents, to include with the Solution.

Create or edit a Solution and manually add one or more Workday Configurations to the Solution.

You can add only supported Top-Level and Dependent Configurations.

Perform one of these actions:

(Create a Solution) Access the

Create Solution

task.

(Edit an existing Solution) Access the

View Solution

report, select the Solution from the prompt, then select

Solution

Edit

as a related action on the Solution.

(Optional) Apply one or more

Tags

to identify the included Configurations by Workday feature area or by industry.

Customers can filter results in the

Browse Solutions

report using these tags.

(Optional) To add a graphic file, select one or more

Screenshot(s)

from the prompt. If there are no graphic files associated with the Solution, you can add one or more:

From within the

Screenshot(s)

prompt, select

Create Screenshot

(Optional) Add a description or other notes to the

Comment

field.

Select

Attach

and select a graphic file.

Enter the

File Name

To add any additional graphic files to the Solution, repeat this procedure.

(Optional) To add a supporting document, select one or more

Documents

from the prompt. If there are no documents associated with the Solution, you can add one or more:

From within the

Documents

prompt, select

Create Supporting Document

(Optional) Add a description or other notes to the

Comment

field.

Select

Attach

and select a document file.

Enter the

File Name

To add any additional documents to the Solution, repeat this procedure.

Add 1 row for each item that you want to include in the Solution, then add a Configuration:

Option	Description
Configuration Type	Indicate the type of Workday artifact that you want to package. What you select determines what Configurations are available from the Configuration prompt.
Configuration	If you don’t have View access to the Domain that secures a specific Configuration, you can't add it to a Solution.
Description	(Optional) Add a description visible to anyone who sees the Solution.

Select one of these options:

Option	Description
Save Solution	Saves the Solution in your tenant. You can access the Solution later using the View Solution report.
Save and Publish	Saves the Solution in your tenant, and starts the Publish Solution task.
Save and Migrate	Saves the Solution in your tenant and starts the Migrate Solution task.

Migrate the Solution to another tenant to which you have access.

Publish the Solution and share it with others in the Solutions library.