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Administrator Guide
Last Updated: 2023-06-23
Steps: Create External Home Page Cards

Steps: Create External Home Page Cards

You must have access to Workday Journeys to create and display external links for custom cards on the Workday Home page. Contact your Customer Base Account Executive for details.
External cards allow your organization to surface real-time data from third-party vendors on the Workday Home page. You can create cards that connect to third-party applications and integrations using Workday Orchestration Builder and providing workers with access to important information from the home page.
You can create external cards directly within the
Home Cards Workspace
. We enable you to customize the display and recurrence schedule for external cards, eliminating the need to manually update the schedules for each card.
External cards aren't available for Workday Student.
  1. Enable People Experience.
  2. Enable the Journeys functional area.
  3. Configure security policies for these domains in the Journeys functional area:
    • Set Up: Custom Card
    • View: Custom Card
  4. Create a Workday Today Card template in Workday Orchestration Builder.
  5. Access the
    Home Cards Workspace
     report.
    Click
    Add Card
    .
    Click
    Create External Card
     to access the
    Create External Card
     task.
    As you complete the task, consider:
    Option Description
    Who Can View
    Create or select the condition rule to control who can view the card.
    The card displays on the Home page for any employee secured to the
    View: Custom Card
     domain in the Journeys functional area.
    Workday Today Card Orchestration
    Select an orchestration from the menu options.
    First appears on
    Enter the date that you want the card to start appearing on the Home page.
    and disappears on
    Enter the date that you no longer want the card to display on the Home page.
    Repeats every
    Select the recurrence schedule.
    Display summary
    Explains the display schedule based on your selection.
    Security:
    Set Up: Custom Card
     domain in the Journeys functional area.
  6. Select your new card from the
    Available Cards
     list and click
    Add
    .
  7. Select
    Publish
     on the card in the
    All Cards
     grid to display it on your workers' Home page.
  8. (Optional) Access the
    Edit External Card Condition Rule
     task to edit the condition rules that applies to the external cards.