Create Filter to Add Configurations to 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 can take screen captures of sample report output or other Workday settings. You can also create supporting documents, to include with the Solution.

Create or edit a Bulk Solution. Then define filtering rules by which Workday adds one or more Configurations automatically to the Solution at migration time.

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

Do one of these actions:

Create a new Bulk Solution: access the

Create Bulk 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

Repeat this procedure to add any additional graphic files to the Solution.

(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

Browse

and select a document file.

Enter the

File Name

Repeat this procedure to add any additional documents to the Solution.

Define rules for including Configurations in the Solution:

Option	Description
Configuration Type	You can include Configurations of exactly 1 type in each Solution.
Order	Workday evaluates conditions in the order that you specify.
Source External Field	The source data for which you’re defining a rule condition.
Relational Operator	Select how you want to compare the source data to the next value in your condition. The options depend on the data type of the source.
Comparison Type	Specify whether Workday should compare the source to another field or to a value that you enter in the Comparison Value column.
Comparison Value	Either select a comparison field or enter the value that Workday compares to the source.
( )	Use parentheses to group one or more conditions together. Example: to say (a and b) or c : Use the opening parenthesis at the beginning of statement a . Use an And before statement b . Use a closing parenthesis at the end of statement b . Use an Or at the beginning of statement c .

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 Migrate	Saves the Solution in your tenant and starts the Migrate Solution task.

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