CUSTOM FIELDS: CONFIGURATION AND DURATION
ADMINISTRATION 10 HOURS
DESCRIPTION TRAINING CREDITS
This two-day course is for technical administrators who manage 1
and configure extensibility features for reporting, business rules,
and integrations in Workday. In this course, you will learn how to
define and use custom fields for which Workday does not provide ready-made fields, maintain
custom fields, and configure single-instance, multi-instance, noneffective dated, and effective
dated custom objects for reports, calculated fields, and condition rules. By completing this
course, you will be able to use custom fields to meet unique business requirements across all
functional areas.
COURSE OBJECTIVES
• Define and distinguish between custom objects and custom fields to include their
purpose, components, limitations, and application.
• Classify custom field types and use them (e.g., effective-dated, noneffective-dated
single, multi-instance, and single-instance custom fields) in reports, calculated fields,
and condition rules.
• Define and configure User Interface (UI) visibility rules and conditions for custom fields
and custom objects.
• Identify how to manage (create, activate, delete, and restore) existing custom object and
custom field definitions.
• Explain how to use custom fields and import custom field data in an integration using the
Workday Enterprise Interface Builder (EIB).
PRETRAINING CONSIDERATIONS
To successfully complete this course, you will need in-depth knowledge of Workday report
writing. Examples of skills required to be successful in this course include determining the
appropriate primary business object and data source for a report, creating basic advanced and
matrix custom reports, and creating a basic calculated field.
Custom Fields: Configuration and Administration
For the best learning experience, you should understand the concepts covered in the following
course: Report Writer
COURSE DELIVERY METHOD
This course is offered as a:
Learn Independent
COURSE OUTLINE
1: Overview
• Define the purpose of custom objects and custom fields.
• Explain how custom objects extend the Workday object model and the purpose of the
custom object.
• Identify the primary components of a custom object and custom field.
• Define the tools that are available for creating custom objects and fields.
2: Configuring Custom Objects and Custom Fields (Part 1)
• Determine who needs access to managing custom objects in the tenant.
• Create the custom object that will contain custom fields.
• Define custom fields.
• Define and distinguish between custom field types.
3: Configuring Custom Objects and Custom Fields (Part 2)
• Identify and configure custom object validations.
• Describe the different display options for custom fields and custom objects.
• Delete custom field and custom object definitions.
• Remove and restore custom field definitions.
• Delete custom object additional data.
• Configure display options when viewing custom field data in the tenant.
• Activate and review a newly created custom object.
4: Calculated Fields, Custom Fields, and Reporting
2 Custom Fields: Configuration and Administration
Confidential © 2023 Workday, Inc.
Custom Fields: Configuration and Administration
• Identify uses for effective-dated and noneffective-dated as well as single- and multi-
instance custom objects in a report.
• Report on effective- and noneffective-dated custom object data.
• Create calculated fields referencing custom field data.
• Reference custom fields in a calculated field.
• Use and edit custom fields and additional data in business process condition rules.
5: Integration Support
• Identify current integration support.
• Use custom fields in an integration.
• Enable Report as a Service (RaaS) and use in Enterprise Interface Builder (EIB).
6: Deployment Considerations
• Identify the strengths of Workday custom fields.
• Identify the limitations of custom fields.
• Use key resources to manage the status of your custom object definitions.
Custom Fields: Configuration and Administration 3
Confidential © 2023 Workday, Inc.
