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Administrator Guide
Last Updated: 2023-06-23
Set Up Extended Indexed Data Sources

Set Up Extended Indexed Data Sources

  • Create the
    Custom Data Source Extension Approval Event
     business process and security policy in the System functional area.
  • Security:
    Manage: Custom Data Sources
     domain in the System functional area.
You can set up an extended indexed data source that includes fields suitable for indexing.
  1. Access the
    Maintain Custom Data Source
     report and click
    Create Custom Data Source
    .
  2. Select the
    Data Source
     that you want to add fields to. Example: You can add fields to the
    Job Applications
     data source.
  3. (Optional) Review the
    Data Source Filters
     and
    Delivered Indexed Fields
     tabs.
  4. As you complete the
    Additional Fields
     tab, consider:
    Option Description
    Source Field
    You can add fields suitable for indexing for these field types:
    • Calculated fields from your tenant.
    • Custom fields from your tenant.
    • Delivered fields from the primary business object for the data source.
    Usages
    Displays usage for the
    Source Field
     in your tenant.
  5. On the
    Maintain Custom Data Source
     report, click
    Submit
     to submit the draft data source for security approval.
Workday sends the data source approver an
Inbox
 notification with the approval request. The approver can review security and approve or deny the data source.
On the
Maintain Custom Data Source
 report, you can click
Publish
 to schedule publishing of an approved, unpublished extended custom data source. You can also:
  • Click
    Create New Version
     to update fields for a published extended custom data source.
  • Click
    View
     next to a data source and navigate to the
    Status
     tab to view publishing history and indexing processing time.