Overview

This article will walk you through creating an Integration System with a Field Override Service in your Workday instance. This process allows your integration to retrieve additional fields, including standard Workday fields and calculated fields, and even filter by those additional fields.

Prerequisites

You should only begin the process below once you've identified the field (standard or calculated) that you want to pull and/or filter by. If you have not yet created a calculated field and need assistance, refer to the below guide.

Instructions

Step 1: Create the Integration System and Field Override Service

  1. Search and select the Create Integration System task in your Workday instance

  2. Give your Integration System a name, ensure that the template is Core Connector: Worker, and select OK.

    1. Ensure that the Template is: Core Connector: Worker

    2. The name doesn't matter, but we suggest a naming convention that you will remember!

  3. After clicking OK, as Configure Integration Services pop-up will appear. Scroll down to the bottom, and add a Custom Integration Services record.

  4. Under the Integration Service column of the newly created row, search for and select Create Integration Field Override Service.

  5. In the Create Integration Field Override Service pop-up, give the Field Override Service a name and select the Worker Business Object

    1. We suggest something like "INT_"

  6. In the Fields section, add the names of all the fields you will be adding to the integration, then select OK

  7. You will be taken back to the Configure Integration Services pop-up. Finish the initial creation of the Integration System by selecting OK

  8. On the Integration System page, navigate to Integration System > Configure Integration Field Overrides

  9. Find the name of your Field Override Service on the left side of the page, configure your field overrides, and select OK

Step 2: Find the Integration System ID and (optionally) Integration Field WID

  1. Back on the Integration System page, navigate to the Integration IDs > View IDs

    1. Note, if you've navigated away from the Integration System, you can find it again through the View Integration System task

  2. Copy and use the ID value of the Integration System you created

    1. If you just want to pull in these additional fields, you're done! If you also want to filter data by one of the fields, continue on below

  3. [FILTERING ONLY] To also filter by one of the fields, you'll need to grab the Integration Document WID. Back on the Integration System page, navigate to the Integration System > View Integration Field Overrides

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  1. [FILTERING ONLY] Find the field you want to filter on, hover over the name, then click on the action icon and select Integration IDs > View IDs

    1. Note, the field you are using must be a true/false field. Filtering will only work on true/false fields. Only employees with a value of true will be come through via the integration.

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  1. [FILTERING ONLY] Copy and use the Workday ID then you're done!

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