Workday configuration for succession pool report

  • Release version: Zurich
  • Updated January 12, 2025
  • 2 minutes to read

    • Retrieve the succession pool data based on succession pool and employee by creating the succession pool report.

    Before you begin

    Role required: User with access to report creation and the All Succession Pools 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_worker succession pool. CF_worker succession pool calculated field configuration

    Procedure

    1. Access the Create Custom Report task.
    2. Provide the report name such as, CR succession pool details.
    3. Select report type as Advanced.
    4. Clear the Optimized for performance option.
    5. Select Data Source as All Succession Pools.
    6. Do not select the Temporary report option and click OK.
      Report setup with All Succession Pools data source
    7. Select the report business object and report fields.
      Columns tab with business objects and fieldsColumns tab continued with CF_worker succession pool fields
    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 configuration section of the report
    9. In Filter section, select the value as given below.
      Ensure to add parenthesis. Filter on Instances configuration
    10. In Prompts section, select the highlighted effective date as prompt for effective as of date and select the Populate Undefined Prompt Defaults option.
      Prompts tab with runtime date prompts
    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 of the report
    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.
      Web Service menu with View URLs
    14. Select the succession pool for which you want to run this report.
      If you want any specific worker from succession pool, select worker; otherwise leave it blank.View URLs Web Services parameters
    15. In View URLs Web Service page, click the marked icon under the CSV section.

      A new browser tab is opened.

      View URLs page with CSV download
    16. View the RaaS URL of the report in the new browser tab.

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

      RaaS URL in browser
      • 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.