Configure the Track Approval report

Configure the Learning Assignment report in Workday to retrieve worker's inbox items like to-dos, action items, approval, and so on.

Before you begin

User with access to report creation and the Business process event steps report data source.

About this task

• For identification purposes, all calculated field name starts with CF.
• Create all calculated fields for this report before developing the report. Thus, all fields are available while creating the report.
• Report name can be different while creating the report. But ensure that the report field name or column heading override for the respective field (if it’s given in the report document) is same as it is in the report document. Report field label should be same as it is in the report document. Else, the developed action fails.
• Group Column Heading for each business object in the Group Column Headings section should be empty.
• Ensure that you add parenthesis in filter while creating it.
• All reports must be shared or owned by the ISU user that accesses these actions on the ServiceNow platform.
• In the Advanced section, select the Enable as webservice check box.

Procedure

1. Create increment and decrement type calculated field with name, CF_Last_functionally_updated_-1.
   
2. Create the Lookup Value As Of Date type calculated field with name, cf_assigned_to_worker_previous and use CF_Last_functionally_updated_-1 in this field.
   
3. Create the Text Constant type calculated field with name, Cf_text_0.
   
4. Create the Text Constant type calculated field with name, CF_Text_as_1.
   
5. Create the True/False condition type calculated field with name, cf_competed_by_is_not_equal_old_assignee.
   
6. Create Evaluate Expression calculated field with name, CF_EE_Completed_by_admin_exist_as_old_Assignee_or_not.
   
7. Create the Text Constant type calculated field with name, CF_Text.
   
8. Create the Lookup Related Value type calculated field with name, CF_Action_Event.
   
9. Create the Concatenate Text type calculated field with name, CF_inbox_SUbject.
   
10. Create the Text Constant type calculated field with name, CF_url.
    
11. Create the Lookup Related Value type calculated field with name, CF_business_pro_transaction.
    
12. Create the Lookup Related Value type calculated field with name, CF_BP_Wid.
    
13. Create the Concatenate Text type calculated field with name, CF_Inbox_url.
    
14. Create the Lookup Related Value type calculated field with name, cf_step_id.
    
15. Create the Lookup Related Value type calculated field with name, CF_subject_id.
    
16. Create the Concatenate Text type calculated field with name, CF_subject_and_step_id.
    
17. Create the Lookup Related Value type calculated field with name, CF_sent_back.
    
18. Create the Lookup Related Value type calculated field with name, Cf_parent_business_process_definition.
    
19. Create the Increment or Decrement Date type calculated field with name, CF_Last_updated_on-1.
    
20. Create the Lookup Value As Of Date type calculated field with name, cf_status_as_of_moment and use CF_Last_updated_on-1 in this field.
    
21. Create the Track Approval report.
    1. Access Create Custom Report task.
    2. Provide the report name such as, SNIH_Inbox_Items.
    3. Select report type as Advanced.
    4. Clear the Optimized for performance check box.
    5. Select Business Process Event steps for Data Source.
    6. Don't select temporary report check box.
    7. Click Ok.
       
    8. Select the report business object and report fields as shown here.
       
    9. In the Group Column Headings section, select the business object as shown here.

       The Group Column Heading for each business object is empty.

       
    10. In the Filter conditions for filtering on instances section, select the values as shown.

        Be sure to add parentheses.

        
    11. In the Prompts section, select the Populate undefined prompt defaults check box.
        
    12. Select the values under the Prompt Default section and ensure that the values of Label For Prompt XML Alias are as shown here.
        
    13. In the Advanced section, select the Enable as webservice check box and click Ok.
    14. After the report configuration is done, click the three dots icon and navigate to Web Services > View URLs.
        
    15. Specify values for the fields on the View URLs Web Service form and click Ok.
        
    16. In the View URLs Web Service page, click the CSV icon.
        
        The RaaS URL of the report is displayed in a new browser tab.

        

        • https://wd2-impl-services1.workday.com is the base URL of your Workday tenant.
        • Tenant_Name is your Workday tenant.
        • Report_Owner_user_name is the user name of the report’s owner.
        • SNIh_Inbox_Items is the report name.