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
- Create increment and decrement type calculated field with name, CF_Last_functionally_updated_-1.
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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.
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.
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3. Create the Text Constant type calculated field with name, **Cf\_text\_0**.
3. Create the Text Constant type calculated field with name, **Cf\_text\_0**.
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4. Create the Text Constant type calculated field with name, **CF\_Text\_as\_1**.
4. Create the Text Constant type calculated field with name, **CF\_Text\_as\_1**.
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5. Create the True/False condition type calculated field with name, **cf\_competed\_by\_is\_not\_equal\_old\_assignee**.
5. Create the True/False condition type calculated field with name, **cf\_competed\_by\_is\_not\_equal\_old\_assignee**.
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6. Create Evaluate Expression calculated field with name, **CF\_EE\_Completed\_by\_admin\_exist\_as\_old\_Assignee\_or\_not**.
6. Create Evaluate Expression calculated field with name, **CF\_EE\_Completed\_by\_admin\_exist\_as\_old\_Assignee\_or\_not**.
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7. Create the Text Constant type calculated field with name, **CF\_Text**.
7. Create the Text Constant type calculated field with name, **CF\_Text**.
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8. Create the Lookup Related Value type calculated field with name, **CF\_Action\_Event**.
8. Create the Lookup Related Value type calculated field with name, **CF\_Action\_Event**.
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9. Create the Concatenate Text type calculated field with name, **CF\_inbox\_SUbject**.
9. Create the Concatenate Text type calculated field with name, **CF\_inbox\_SUbject**.
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10. Create the Text Constant type calculated field with name, **CF\_url**.
10. Create the Text Constant type calculated field with name, **CF\_url**.
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11. Create the Lookup Related Value type calculated field with name, **CF\_business\_pro\_transaction**.
11. Create the Lookup Related Value type calculated field with name, **CF\_business\_pro\_transaction**.
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12. Create the Lookup Related Value type calculated field with name, **CF\_BP\_Wid**.
12. Create the Lookup Related Value type calculated field with name, **CF\_BP\_Wid**.
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13. Create the Concatenate Text type calculated field with name, **CF\_Inbox\_url**.
13. Create the Concatenate Text type calculated field with name, **CF\_Inbox\_url**.
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14. Create the Lookup Related Value type calculated field with name, **cf\_step\_id**.
14. Create the Lookup Related Value type calculated field with name, **cf\_step\_id**.
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15. Create the Lookup Related Value type calculated field with name, **CF\_subject\_id**.
15. Create the Lookup Related Value type calculated field with name, **CF\_subject\_id**.
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16. Create the Concatenate Text type calculated field with name, **CF\_subject\_and\_step\_id**.
16. Create the Concatenate Text type calculated field with name, **CF\_subject\_and\_step\_id**.
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17. Create the Lookup Related Value type calculated field with name, **CF\_sent\_back**.
17. Create the Lookup Related Value type calculated field with name, **CF\_sent\_back**.
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18. Create the Lookup Related Value type calculated field with name, **Cf\_parent\_business\_process\_definition**.
18. Create the Lookup Related Value type calculated field with name, **Cf\_parent\_business\_process\_definition**.
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19. Create the Increment or Decrement Date type calculated field with name, **CF\_Last\_updated\_on-1**.
19. Create the Increment or Decrement Date type calculated field with name, **CF\_Last\_updated\_on-1**.
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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.
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.
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21. Create the Track Approval report.
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**.
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8. Select the report business object and report fields as shown here.
8. Select the report business object and report fields as shown here.
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9. In the **Group Column Headings** section, select the business object as shown here.
The **Group Column Heading** for each business object is empty.
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10. In the **Filter conditions for filtering on instances** section, select the values as shown.
10. In the **Filter conditions for filtering on instances** section, select the values as shown.
Be sure to add parentheses.
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\[Omitted image "wd-learning-filter-2.jpg"\] Alt text: \[Omitted image "wd-learning-filter-3.jpg"\] Alt text: \[Omitted image "wd-learning-filter-4.jpg"\] Alt text: \[Omitted image "wd-learning-filter-5.jpg"\] Alt text: \[Omitted image "wd-learning-filter-6.jpg"\] Alt text: \[Omitted image "wd-learning-filter-7.jpg"\] Alt text: \[Omitted image "wd-learning-filter-8.jpg"\] Alt text:
11. In the **Prompts** section, select the **Populate undefined prompt defaults** check box.
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12. Select the values under the **Prompt Default** section and ensure that the values of **Label For Prompt XML Alias** are as shown here.
12. Select the values under the **Prompt Default** section and ensure that the values of **Label For Prompt XML Alias** are as shown here.
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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**.
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15. Specify values for the fields on the View URLs Web Service form and click **Ok**.
15. Specify values for the fields on the View URLs Web Service form and click **Ok**.
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16. In the View URLs Web Service page, click the **CSV** icon.
16. In the View URLs Web Service page, click the **CSV** icon.
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The RaaS URL of the report is displayed in a new browser tab.
The RaaS URL of the report is displayed in a new browser tab.
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- `https://wd2-impl-services1.workday.com` is the base URL of your Workday tenant.
- `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.