Retrieve the Correct Time Off event data based on time duration by creating the time off correction event report.

Before you begin

Role required: User with access to report creation and the Business Process Transactions data source.

  • Create all calculated fields for this report before developing the report, so that while creating report all fields are available.
  • While creating the report, ensure that the report name, report field names or column heading override for the respective field (if given in report document) is same as it is in report document.

    Report field label should be same as in report doc. Else, the developed action will fail.

  • While creating filter, ensure that you add parenthesis on filter.
  • All reports must be owned by the ISU user which will be used for accessing these actions on the ServiceNow platform.
  • In the Advanced section, Enable as webservice option should be selected.

Create all calculated fields so that these fields can be used while developing report.

  • Calculated field 1:
    • Create Aggregate Related Instances type calculated field named CF_Comment_By_Employee_ID.

      Aggregate Related Instances calculated field CF_Comment_By_Employee_ID configuration, showing source field, related business object, and fields to aggregate.

    • Create Aggregate Related Instances type calculated field named CF_Comment_by_worker and use CF_Comment_By_Employee_ID in source field.

      Aggregate Related Instances calculated field CF_Comment_by_worker configuration, using CF_Comment_By_Employee_ID as source field.

  • Calculated field 2: Create Aggregate Related Instances type calculated field named CF_Time_off_entry.

    Aggregate Related Instances calculated field CF_Time_off_entry configuration, showing source field, related business object, and fields to aggregate.

Procedure

  1. Access the Create Custom Report task.
  2. Provide the report name such as, RPT_time_off_correction_event.
  3. Select report type as Advanced.
  4. Clear the Optimized for performance option.
  5. Select Data Source as Business Process Transactions.
  6. Leave the Temporary report option unchecked and click OK.
    Create Custom Report dialog showing report name RPT_time_off_correction_event, report type Advanced, data source Business Process Transactions, and temporary report option.
  7. Select the report business object and report fields.
    Columns tab showing report business object and report fields selection for time off correction event report.Columns tab continued, showing additional report fields for time off correction event report.
  8. In Group Column Heading section, select all business object as below.
    Group Column Heading for each business object will be blank. Group Column Headings section listing business objects with blank group column headings and XML aliases.
  9. In Filter section, select the value as given below.
    Ensure to add parenthesis. Filter tab showing conditions for Last Functionally Updated field, using starting and ending prompts for comparison values.
  10. In Prompts section, select the Populate Undefined Prompt Defaults option.
    Prompts section showing Populate Undefined Prompt Defaults checkbox selected.
  11. Select the value of prompts as given below under Prompt default section.

    Make sure the Label For Prompt XML Alias of all prompt fields must be same.

    Prompt Defaults section showing Business Processes, Transaction Status, and date prompt fields with Label For Prompt XML Alias values.Prompt Defaults section continued, showing Last Functionally Updated prompt fields configuration.
  12. In Advanced section, select Enable as webservice option and click OK.
  13. Click on three dots icon and navigate to Web Services > View URLs option once report configuration is done.
    View Custom Report screen for “RPT_time_off_correction_event” showing Actions menu open and “View URLs” option highlighted for accessing report web service URLs.
  14. Select Business process as Correct Time Off, Transaction Status as In Progress, time range in Start Date and End Date, and click OK.
    Note: This step is one-time process required to get the WID of business process and transaction status. After the initial full load, transaction status ID is not needed as details of all events will be retrieved; In Progress as well as Completed.
    Report prompt dialog showing Business process set to Correct Time Off, Transaction Status set to In Progress, and date range parameters.Report prompt dialog continued, showing Start Date and End Date parameters with OK and Cancel buttons.
  15. In View URLs Web Service page, click the marked icon under the CSV section.

    A new browser tab is opened.

    View URLs Web Service page showing JSON, CSV, GData, and simplexml output format options with CSV section highlighted.

    The RaaS URL of the report is displayed in new browser tab and you can obtain these details from the link.

    RaaS URL displayed in browser tab showing the report web service URL with tenant name, report owner, report name, and WID parameters.
    • https://wd2-impl-services1.workday.com is the base URL of customer's workday tenant.
    • Tenant_Name is the customer's workday tenant.
    • Report_Owner_user_name represents user name of the report's owner.
    • Report_Name is the report name.
    • Business_Processes%21WID=(32 character code) is the business process WID and Transaction_Status%21WID=(32 character code) is the Transaction WID.
    Note: After the initial full load, Transaction Status WID is not used as parameter as all in progress and completed transactions will be retrieved.
    Usecase Business process Workday ID
    Correct time off Correct Time Off cd0c42da446c11de98360015c5e6daf6

    Workday ID of In Progress transaction status is e2d08afc53614c37b32b31270bb8bee3.