Workday Extended Topics docs fix/update - #184
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Surendra Goutham (is-goutham) wants to merge 2 commits into
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Workday Extended Topics docs fix/update#184Surendra Goutham (is-goutham) wants to merge 2 commits into
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…customization notes - Clarify topics ship on the base namespace (msdyn_copilotforemployeeselfservice.topic.) and call out the TransferEmployee HR-namespace WorkdayManagerCheck reference; reframe it/hr guidance as a manual update rather than automatic resolution - Add missing WorkdayManagerCheck prerequisite for TransferEmployee and fix the WorkdayRESTExecution flow instruction (the flow runs inside the system topic) - Explain the Adjustable limits maximum as the Workday API per-call limit - Document customization points: employee identity binding, RequestFeedback expiry and sharing mapping, TransferEmployee effective date and moveManagersTeam Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Samples static validationRuntime validation in Power Platform is a manual follow-up. See |
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Pull request overview
Updates the Workday extended-scenarios sample documentation (samples/WorkdayCustomEngineAgent/Extended) to better match the shipped topic YAML and to document key prerequisites and customization options.
Changes:
- Clarifies prerequisite topics/flows (including the
WorkdayManagerCheckdependency forTransferEmployee.yaml) and corrects theWorkdayRESTExecutionflow navigation guidance. - Documents the shipped namespace expectations (base namespace with an HR-namespace exception for
WorkdayManagerCheck) and adds post-paste validation guidance fordialog:references. - Expands guidance on adjustable record limits and highlights common customization points (employee-ID binding, feedback expiration/sharing, transfer effective date/team move).
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| 1. In Copilot Studio, go to **Topics** and confirm **WorkdaySystemGetRESTExecution** is present and turned on. Every topic here calls it to reach the Workday REST API. | ||
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| 2. In this topic, go to the node where the flow is configured as **WorkdayRESTExecution** and navigate to this flow (Power Automate page) and confirm its status is **On**. If it is off, open it and turn it on. You may be asked to authorize the Workday connection. | ||
| 2. `WorkdaySystemGetRESTExecution` invokes the **WorkdayRESTExecution** flow internally. Open that flow on its Power Automate page and confirm its status is **On**. If it is off, turn it on. You may be asked to authorize the Workday connection. | ||
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| If either is missing, import the latest EssITWorkdayHCM or EssHRWorkdayHCM solution first. | ||
| 3. **`TransferEmployee.yaml` only** — it also calls **WorkdayManagerCheck** as its first action (to confirm the caller is a manager). Confirm that topic is present and turned on before adding `TransferEmployee.yaml`. | ||
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| If any of these is missing, import the latest EssITWorkdayHCM or EssHRWorkdayHCM solution first. |
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Description
Docs only. Corrects the WorkdayCustomEngineAgent/Extended README so it matches the shipped topics: documents that samples use the base namespace (with the TransferEmployee HR-namespace WorkdayManagerCheck exception), adds the missing WorkdayManagerCheck prerequisite, fixes the WorkdayRESTExecution flow instruction, clarifies the record-limit maximum, and documents key customization points (employee-ID binding, RequestFeedback expiry/sharing, TransferEmployee effective date and team move).
Type of change