For Hyland for Workday Financial Management, you need to create individual custom queries for each workday business object.
For Hyland for Workday Financial Management, you need to create the custom queries with the following configurations:
| Field | Value |
|---|---|
| Custom Query Type | By Keyword |
| Optional Controls | Keyword Edit Fields |
| Retrieval Options | View Documents |
| Date Search Options | No Date |
| Security Group | As Applicable |
| Display Columns | Required columns for this query |
| Keyword Query | All Applicable Keyword Types, including the specific Business Object Ids as mentioned in the following table. For example, if the Custom Query Name is GetSupplierDocuments, you need to select Supplier Object ID as the compulsory Keyword Types. You can also select additional Keyword Types for that Custom Query Name. |
The following table lists the compulsory Keyword Types for the Custom Query Names of each Business Object.
| Business Object | Custom Query Name | Keyword Type |
|---|---|---|
| Purchase Order | GetPurchaseOrderDocuments | Purchase Order Object ID |
| Supplier | GetSupplierDocuments | Supplier Object ID |
| Invoice | GetSupplierInvoiceDocuments | Invoice Object ID |
| Supplier Contract | GetSupplierContractDocuments | Contract Object ID |
| Receipt | GetReceiptDocuments | Receipt Object ID |
Keyword Custom Queries limit document searches to specified Keyword Types when users search and retrieve documents across Document Types and Document Type Groups.
Note: When running a Keyword Custom Query, specify at least one
Keyword Value in Unity Client or Web Client.
In Workday, each Business Object holds a Workday Integration ID, which comprises 32 characters.
While configuring custom queries, you can configure a new custom query.
Note: For details on how to configure a Custom Query, refer to Configuring Custom Queries - Keyword
Query.