In Workday, when refining a custom report to include specific conditions such as limiting the output to workers hired in the last 30 days, the appropriate place to specify this condition is within the Filter tab of the custom report definition. The Filter tab allows you to define criteria that determine which instances of the primary business object (in this case, " Worker " ) are included in the report output. This is critical for integrations, as the filtered data ensures that only relevant records are sent to the third-party system.

The requirement here is to restrict the report to workers hired within the last 30 days. In Workday reporting, this can be achieved by adding a filter condition on the " Hire Date " field of the Worker business object. Specifically, you would configure the filter to compare the " Hire Date " against a dynamic date range, such as " Current Date minus 30 days " to " Current Date. " This ensures the report dynamically adjusts to include only workers hired in the last 30 days each time it runs, which aligns with the needs of an integration sending real-time data to a third-party system.

Here’s why the other options are incorrect:

A. Subfilter: Subfilters in Workday are used to further refine data within a related business object or a subset of data already filtered by the primary filter. They are not the primary mechanism for applying a condition to the main dataset (e.g., all workers). For this scenario, a subfilter would be unnecessary since the condition applies directly to the Worker business object, not a related object.

B. Output: The Output section of a custom report definition controls how the report is displayed or delivered (e.g., file format, scheduling), not the data selection criteria. It does not allow for specifying conditions like hire date ranges.

C. Columns: The Columns tab defines which fields are displayed in the report output (e.g., Worker ID, Name, Hire Date). While you can add the " Hire Date " field here for visibility, it does not control which workers are included in the report—that is the role of the Filter tab.

To implement this in practice:

In the custom report definition, go to the Filter tab.

Add a new filter condition.

Select the " Hire Date " field from the Worker business object.

Set the operator to " in the range " and define the range as " Current Date - 30 days " to " Current Date " (using dynamic date functions available in Workday).

Save and test the report to ensure it returns only workers hired within the last 30 days.

This filtered report can then be enabled as a web service (via the Advanced tab) or used in an Enterprise Interface Builder (EIB) or Workday Studio integration to send the data to the third-party system, meeting the integration requirement.

References from Workday Pro Integrations Study Guide:

Workday Report Writer Fundamentals: Section on " Creating and Managing Filters " explains how filters are used to limit report data based on specific conditions, such as date ranges.

Integration System Fundamentals: Discusses how custom reports serve as data sources for integrations and the importance of filters in defining the dataset.

Core Connectors & Document Transformation: Highlights the use of filtered custom reports in outbound integrations to third-party systems.

When creating an outbound connector using the Workday Core Connector: Organization Outbound template, you need to configure the connector to meet specific vendor requirements, such as formatting output data and adjusting document retention policies. Let ' s break down the question and analyze the requirements and options based on Workday ' s integration framework, specifically focusing on the Core Connector and its configuration tasks.

Understanding the Requirements

Output Data Formatting:The vendor has provided a table specifying how organization types should appear in the output file (e.g., Cost Center as " CC " , Pay Group as " PAY " , Supervisory as " S " , and any other value as " OTHER " ). This indicates a need to transform or map Workday organization data into specific output values, which is typically handled by configuring how fields are processed or mapped in the integration.

Document Retention Policy Change:The vendor wants to change the default document retention policy from 30 days to 7 days. In Workday, document retention policies for integrations (e.g., files stored on SFTP or other delivery methods) are managed through integration settings, specifically attributes related to file retention or delivery options.

Analyzing Workday Core Connector: Organization Outbound

The Core Connector: Organization Outbound template is a pre-built Workday integration template used to extract organization-related data (e.g., cost centers, pay groups, supervisory organizations) and send it to an external system. It leverages Workday ' s integration framework, including integration maps, field overrides, and attributes, to customize data output and behavior.

Integration Maps: Used to define how data is transformed or mapped from Workday to the output format, often involving XSLT or predefined mappings.

Integration Field Overrides: Allow you to override or customize how specific fields are displayed or formatted in the output, such as mapping " Cost Center " to " CC " as per the vendor ' s table.

Integration Attributes: Control broader integration settings, such as delivery methods, file formats, and retention policies (e.g., document retention duration).

Integration Field Attributes: Typically focus on specific field-level properties but are less commonly used for retention policies or broad mappings compared to the above options.

Evaluating the Vendor ' s Output Requirements

The table provided (Cost Center → " CC " , Pay Group → " PAY " , Supervisory → " S " , any other value → " OTHER " ) suggests a need to transform or override the default output values for organization types. This is a field-level customization, best handled by Integration Field Overrides, which allow you to specify custom values or formats for specific fields in the output.

For example, in the Core Connector, you can use Integration Field Overrides to map the Workday organization type (e.g., " Cost_Center " ) to the vendor ' s desired output ( " CC " ). This is a common practice for outbound integrations where external systems require specific formatting.

Evaluating the Retention Policy Change

The default document retention policy of 30 days needs to be changed to 7 days. In Workday, retention policies for integration output files (e.g., files delivered via SFTP or email) are configured as part of the integration ' s attributes, not field-level settings.

Integration Attributes are used to manage integration-wide settings, including delivery options, file retention periods, and other global configurations. You can specify the retention period (e.g., 7 days) in the attributes section of the Core Connector configuration.

This is distinct from field-level overrides or maps, as retention is not tied to individual data fields but to the integration ' s output management.

Analyzing the Options

Now, let ' s evaluate each option to determine which tasks are needed to meet both requirements:

A. Configure Integration Maps and Configure Integration Attributes

Integration Maps: These are used for broader data transformations or mappings, such as converting Workday XML to another format or defining complex data relationships. While they could theoretically handle the output value mappings (e.g., Cost Center → " CC " ), they are typically more complex and less granular than field overrides for simple value changes.

Integration Attributes: Correct for configuring the retention policy (e.g., changing from 30 to 7 days), as attributes manage integration-wide settings like retention.

Why Not Sufficient?: Integration Maps are overkill for simple field value overrides like the vendor ' s table, and field-level customization is better handled by Integration Field Overrides for precision and ease.

B. Configure Integration Field Overrides and Configure Integration Field Attributes

Integration Field Overrides: Correct for mapping specific field values (e.g., Cost Center → " CC " ), as they allow granular control over output formats for individual fields.

Integration Field Attributes: These are less commonly used and typically focus on field-specific properties (e.g., data type, length), not broad integration settings like retention policies. Retention is not managed at the field level, so this is incorrect for the retention requirement.

Why Not Sufficient?: Integration Field Attributes do not handle retention policies, making this option incomplete.

C. Configure Integration Field Overrides and Configure Integration Attributes

Integration Field Overrides: Perfect for mapping the vendor ' s output values (e.g., Cost Center → " CC " , Pay Group → " PAY " , etc.), as they allow precise control over field-level output formatting.

Integration Attributes: Correct for configuring the retention policy (e.g., changing from 30 to 7 days), as attributes manage integration-wide settings like file retention.

Why Sufficient?: This combination addresses both requirements—field-level output formatting and integration-wide retention policy changes—making it the most accurate choice.

D. Configure Integration Maps and Configure Integration Field Attributes

Integration Maps: As explained, these are better for complex transformations, not simple field value overrides like the vendor ' s table. They could work but are less efficient than field overrides.

Integration Field Attributes: As noted, these do not handle retention policies or broad integration settings, making them incorrect for the retention requirement.

Why Not Sufficient?: This combination fails to address retention effectively and uses Integration Maps when Integration Field Overrides would be more appropriate for the output formatting.

Conclusion

Based on the analysis, the vendor ' s requirements for output formatting (mapping organization types to specific values) and changing the retention policy (from 30 to 7 days) are best met by:

Integration Field Overrides: To customize the output values for organization types (e.g., Cost Center → " CC " ) as shown in the table.

Integration Attributes: To adjust the document retention policy from 30 days to 7 days.

The scenario involves a Core Connector: Worker integration using DIS to export a full file of employee personal data, with the requirement to output only the home phone number when including phone data. Workday’s " Phone Number " field is multi-instance, meaning a worker can have multiple phone types (e.g., Home, Work, Mobile). Let’s determine the configuration:

Requirement:Filter the multi-instance " Phone Number " field to include only the " Home " phone number in the output file. This involves specifying which instance of the phone data to extract.

Integration Field Attributes:In Core Connectors, Integration Field Attributes allow you to refine how multi-instance fields are handled in the output. For the " Phone Number " field, you can set an attribute like " Phone Type " to " Home " to ensure only home phone numbers are included. This is a field-level configuration that filters instances without requiring a calculated field or override.

Option Analysis:

A. Configure an integration map to map the phone type: Incorrect. Integration Maps transform field values (e.g., " United States " to " USA " ), not filter multi-instance data like selecting a specific phone type.

B. Include the phone type integration field attribute: Correct. This configures the " Phone Number " field to output only instances where the phone type is " Home, " directly meeting the requirement.

C. Configure the phone type integration attribute: Incorrect. " Integration attribute " refers to integration-level settings (e.g., file format), not field-specific configurations. The correct term is " integration field attribute. "

D. Configure an integration field override to include phone type: Incorrect. Integration Field Overrides are used to replace a field’s value with a calculated field or custom value, not to filter multi-instance data like phone type.

Implementation:

Edit the Core Connector: Worker integration.

Navigate to the Integration Field Attributes section for the " Phone Number " field.

Set the " Phone Type " attribute to " Home " (or equivalent reference ID for Home phone).

Test the output file to confirm only home phone numbers are included.

References from Workday Pro Integrations Study Guide:

Core Connectors & Document Transformation: Section on " Integration Field Attributes " explains filtering multi-instance fields like phone numbers by type.

Integration System Fundamentals: Notes how Core Connectors handle multi-instance data with field-level attributes.