Smart supports entering standard and customized Worktags for different Financial transactions.
The most common Worktag types will already be in the template. In the Create Journal template below, the Worktag types Cost Center and Spend Category are already included in the template.
Users can enter as many Worktags into their templates as are required by the Financials business process, by inserting a new row and populating it with the relevant Worktag type in the Field Name column. The Worktag value can then be entered into the test data columns. For example. the Create Journal template above has required the entering of Campaign and Position. In the image below, the template has been updated to include these two Worktag types, along with their values.
On occasion the search response time from Workday may not be quick enough at returning the required Worktag value. Whenever this occurs, we recommend that users refer to a Worktag using an Integration ID, for example the Workday ID. For more information on using Integration IDs in Smart, please see the section on Using Integration IDs in Templates.
In certain scenarios, it may be necessary to enter Worktags in a specific order in a Financials business process. Smart allows control over the input order using the 'Worktags Order' field, available for use in any Financials template where Worktags are used.
This field is available on all new blank Financials templates where applicable. It can also be added into existing templates to enable the new functionality.
In the example Create Journal template below, several Worktags have been used, however the Worktags Order field is empty. In this scenario, Smart will attempt to enter the Worktags in a non-specific order, meaning that there is the potential for related Worktags to override ones that have been previously entered.
Worktags Order allows control over the exact order in which the Worktags are entered into Workday.
Using the Worktags Order field, simply specify the Worktags in the order in which they are to be entered, separating each Worktag with the '|' character.
This functionality works for any number of Worktags and in any order. If there are Worktags for which the order they are entered does not matter, they can simply be excluded from the Worktags Order field, where Smart will enter them in a non-specific order after all listed Worktags in Worktags Order.