Configure the Workday Launch EIB (Enterprise Interface Builder) action to invoke an inbound or an outbound EIB using the Integration SystemID or WorkdayID. You can configure either an Inbound EIB (to get data into Workday) or an Outbound EIB (to get data out of Workday).

Prerequisites

Ensure that you meet the following prerequisites:
  • Ensure that you have the Inbound EIB template file with the required details. For more information about creating Inbound EIB templates, see Inbound EIB Template Guidelines.
  • Workday username and password stored in Credential Vault.
  • Workday base URL and tenant ID.
  • Workday integration system ID. The Task Bot exports the inbound EIB record to this Workday system ID.
  • A string variable IntegrationEventID to save the integration event ID.
  • A dictionary variable Details to save the response data.
Create a task bot to export data into Workday using Inbound EIB option. Add a Message Box to display the generated integration event id. This confirms that the process is successfully completed.
Note: The examples and graphics provided on this page are for representation purposes only and may not accurately reflect your specific instance. We do not assume responsibility for their maintenance or accuracy.

Procedure

  1. Perform the following steps to create a Task Bot.
    1. On the left pane, click Automation.
    2. Click Create > Task Bot.
      The Create Task Bot wizard appears.
    3. Enter an appropriate name for the bot in the Name field.
      The system stores all the bots in <\Bots> folder by default.
    4. Optional: Add a description for the bot in the Description field.
    5. Optional: Click Choose and follow the prompts to save the bot in a different folder.
    6. Click Create & Edit.
      The bot is created and the Edit Task Bot appears.
  2. Perform the following steps to add and configure the Workday Authenticate action.
    1. Go to Actions > Workday and double-click Authenticate to add the action.
    2. Enter your Workday base URL in Environment.
    3. Enter your Workday tenant ID in Tenant.
    4. Select Credential > Choose in Username and follow the prompts to select your Workday username that is saved in the Credential Vault.
    5. Select Credential > Choose in Password and follow the prompts to select your Workday password that is saved in the Credential Vault.
    6. Enter an appropriate name for the session in Create Workday session.
      The system pre-fills the session name as Default. You can either retain this name or define a new one.
  3. Perform the following steps to add and configure the Launch EIB action.
    1. Go to Actions > Workday and double-click Launch EIB to add the action.
    2. Select Integration System ID in Type of ID.
    3. Enter the integration system ID in the ID.
    4. Select Type of integration > Inbound > Desktop file and click Browse.
      Follow the prompts and select the Inbound EIB template file that is available on your desktop.
    5. Enter the session name that you had defined in the Authenticate action.
      The system pre-fills this field with Default.
    6. Select the string variable that you had created to save the integration event ID in Integration event ID (optional).
    7. Select the dictionary variable that you had created to save the response data in Details.
  4. Perform the following steps to add and configure the Message Box action.
    1. Go to Actions > Message Box and double-click Message Box to add the action.
    2. Enter Message from bot in Enter the message box window title.
    3. Enter The Integration Event Id is $IntegrationEventID$ in Enter the message to display.
  5. Click Save to save the Task Bot.
When you run the Task Bot, the automation exports the data that is available in the Inbound EIB template file and creates an integration event in Workday. The message box displays the generated integration event ID. The following video shows how an EIB is exported into Workday from your desktop. The video also shows the change in Workday status from Processing to Completed. This confirms that the EIB has been successfully exported.

Next steps

You can use the generated integration event ID in the Workday Get Integration Event action to get the status of the integration.