#happy2022workday day-045

Happy 2022 day-045! Today’s update…

We continue to prepare for Wednesday’s #workdayreporting “Subfilter” Sharing Café (2022-02-16) by showing how a common Subfilter doesn’t do what most people think it would do.

In our example we want to list for all workers their beneficiaries who are 18 years or younger.

The 9 steps in the picture is not enough. Missing is an important final step. Without this final step, the Subfilter will blank out columns but will not remove rows. If you are a member of the #customersharingmovement and know the important final step in order for the Subfilter to remove rows (as most people expect that it would), feel free to skip the 8-9am PST Sharing Café on Wednesday.

These steps start off with a common theme for us, which is to expect that it’s often not obvious which BOs and Fields to use:

1. On the Worker BO there are…
2. … two fields I tried using, named “Beneficiaries – All” and “Beneficiaries – People”. I initially selected “Beneficiaries – All” but couldn’t find an “Age” field. My friend Gina explained I need to use a field named “Beneficiaries – People” instead.
3. This is because the “Beneficiaries – All” field uses the “Beneficiary” RBO, which includes more than people.
4. Whereas the “Beneficiaries – People” field uses the “Beneficiary Person” RBO which includes only people. (The RED “4” on the left of the picture shows many fields on the “Beneficiary Person” BO, compared to only 11 fields on the “Beneficiary” BO (go figure!)
5. The Age field on the “Beneficiary Person” is what we need to use in our Subfilter to list only those who are under 18 years old or younger.
6. The Business Object Details page shows Numeric for the Field Type of the Age field. We can guess this will be age in years, but as always with #Workday we put on our Testing hat before claiming success.
7. It’s time now to use the Subfilter tab on our report.
8. We first need to select the Business Object of “Beneficiaries – People” (which we can see is actually the field name and not the Business Object name, but it’s clear enough.)
9. Finally, in the Subfilter we select the Age field and can specify it must be “less than or equal to” 18.
10. This 10th step is the missing step, not shown in the picture. Do you know what else is needed in order to show rows only for Beneficiaries who are 18 years of age or younger as compared to blanking out values in some of the columns but not removing any rows?