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Workday User Guide
Last Updated: 2024-03-08
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Concept: Managing Document Layouts in Docs for Layouts

Concept: Managing Document Layouts in Docs for Layouts

This table summarizes some of the actions that you can take when managing document layouts.
Action
Notes
Create a document layout
Access the
Create Document Layout
task and select a custom report to use as the source of data. Insert text, tables, and images and click
Publish
to make the content active.
The source report defines the data fields and condition rules available in the document layout, and the data included in the generated document. Once you create a document layout you can't change the report selected for the
Source
. Docs for Layouts only supports advanced reports.
Edit a document layout
Access the
Edit Document Layout
task, select the layout, and make edits as needed.
Changes aren't applied to the layout or used in associated print actions until you click
Publish
again.
Copy a document layout
Access the
Copy Document Layout
task and select the layout to copy.
The new layout will use the same custom report as the original layout. All language instances are copied as well.
Delete a document layout
You can’t delete a document layout once you’ve created it. However, if the document layout is associated with a custom business form layout, you can deactivate the business form layout.
Migrate a document layout
You can migrate a document layout between tenants using Object Transporter (OX) and the Implementation Type of
Document Layouts
.
Make a document layout available for report printing
Access the
Create Business Form Layout
task and from the
Source
field, select a Docs for Layouts document layout. Select the same custom report for both the document layout and the business form layout.
Manage document layouts in different languages
To add a language instance, select
Language
>
Manage Languages
and search for the language you want to add. Then customize the instance by manually replacing the original content with text translated in the new language.
Download document layout support files
Click
File
>
About
>
Download Files for Support
to download a document layout to assist with troubleshooting issues. Downloaded support files should not be used to back up data.