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Configure the Workday Pack for your org

Learn how to set up the proper configuration of the Workday Pack in Coda, and how org members can use the Pack to sync custom reports.


Coda Packs allow you to seamlessly connect your docs to the external tools and apps your team relies on. With the Workday Pack, you can sync any custom reports into Coda tables. From there, you can organize, visualize, and analyze the data - right within your doc.

Unlike most other Coda Packs, this Pack requires some initial setup steps from an Enterprise org admin. Once the setup and configuration is complete, org members can then use the Workday Pack in their docs. This article will explain the steps required to configure this Pack, as well as how users can get started once the configuration is complete.

ℹ️ The Workday Pack is only available to customers on our Enterprise tier. You must be an Enterprise org admin in order to complete the setup and configuration steps explained in this article.


Within this article, you’ll find...


Configure the Workday Pack for your org

Before the Workday Pack can be used successfully by org members, an org admin must complete some initial steps to create a configuration for the Pack. This process has 3 main parts: Initiating the configuration in Coda, accessing info from Workday, and finalizing the config in Coda.

 

Part 1: Initiate the configuration in Coda

To kick things off, follow the steps below:

  1. Navigate to your Coda workspace home at coda.io/docs

  2. Click on Admin settings in the upper left

  3. Navigate to - or search for - the Org Pack approvals tab

  4. Scroll down to the list of Packs, and enter Workday into the search bar

  5. Click into the Workday Pack option, and select + Add new configuration

Workday Pack - start configuration.gif

Next, you’ll need to head over to Workday to collect some necessary info. Continue to Part 2 to learn more.

 

Part 2: Access necessary info from Workday

For this next part, you’ll jump over to Workday. Note that you will need to be a Workday Security Admin in order to follow these steps:

  1. Within Workday, search for “API client”

  2. Select Register API Client from the options

  3. Fill in the following info for the new client:

    1. Client Name: for instance, “Coda Workday Pack”

    2. Client Grant Type: Authorization Code Grant

    3. Access Token Type: Bearer

    4. Refresh Token Timeout: fill out depending on your preferences, or make non-expiring if desired

    5. Scope: choose which resources you want available to this API client

    6. Redirection URI: https://coda.io/packsAuth/oauth2/40119

  4. Click OK to save all info

  5. From the next screen, locate the following pieces of info (you’ll need these for Part 3):

    1. Client ID

    2. Client Secret

    3. Workday Rest API Endpoint (note that you will only need the first portion of this URL, up through workday.com )

    4. Token Endpoint

    5. Authorization Endpoint

Keep this screen from Workday open while you head over to Coda once again to complete the configuration.

 

Part 3: Finalize configuration in Coda

With the necessary info from Workday, you can now complete the configuration in Coda:

  1. With your new configuration ready to edit, add the following code:

    1. {  "connection": {    
     "endpoint": {      
       "url": "insert domain here - see details below"    
     }   
    }
}

  2. For the URL portion of the code, you will need to grab the domain from Workday. To do this, locate the Workday Rest API Endpoint in Workday (previously accessed in Part 2 of this process) and copy just the first portion of this URL, up through workday.com. Paste this into the configuration code.

  3. Click Save and next

  4. On the next screen, fill in the necessary fields with the corresponding information from Workday

    1. For instance, copy the Client ID from Workday and paste it in the Client ID field in Coda. Continue for Client secret, Authorization URL, and Token URL.

  5. Click Save
     

     

     

Start using the Workday Pack in your doc

Once an org admin has created the configuration for the Workday Pack, workspace members can begin using the Pack in their doc.

To get started, simply type /Workday on any blank line in your doc. Select the Workday Pack from the options, and click Add to doc.
 

ADd Workday Pack to doc.gif

From there, you can add a Custom report table to your doc to sync in any of your reports from Workday. You can either find this table in the Pack settings and drag it onto the canvas, or type /custom report on any blank line of your doc. You will then be prompted to add the URL of the Workday report. To find the report URL, follow these steps:

  1. Open the report in Workday

  2. Click on the three-dot menu at the top of the report, select Web Service, then select View URLs.

  3. If you need to add any parameters, do so here. Then click OK.

  4. Scroll down to the JSON section, click the three-dot menu next to JSON, and select Copy URL.

  5. Head over to Coda and paste this report URL where prompted.

That’s it. You’ve now successfully created a Custom Report sync table in Coda. To learn more about using Packs and Pack sync tables, check out this article.

 

 

 

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