Before You Install the Recipe

You must perform the following configuration tasks on your sFTP, Workday, and Oracle Field Service Cloud instances in order to successfully connect to these external systems using Oracle Integration and synchronize work schedules.

Access Your FTP Server

Obtain a sFTP server and ensure that you have noted the following:

1. Username and password to connect to the sFTP server.
2. Host name or IP address and port number of the sFTP server.
3. Name of the file from which the Workday employee records must be fetched.
4. Path of the file from which the Workday employee records must be fetched.

Also, ensure that you have the read and write permissions on the sFTP server directory to and from which you want to transfer files.

Configure Workday

To access Workday using Oracle Integration and sync work schedules, you must perform certain configuration tasks on your Workday instance.

For general configuration tasks, see Prerequisites for Creating a Connection in Using the Workday Adapter with Oracle Integration 3.

In addition, you must create a RaaS report to fetch the work schedules of employees from Workday and export it as a web service. And, before you create RaaS reports you must create calculated fields for the following items:

• Start Date
• End Date
• Work Schedule Calendar

Note:

In your Workday instance, ensure that work schedules are assigned to employees, and these schedules are updated before running the recipe. Only updated schedules are picked up for synchronization.

1. Create calculated fields.
   1. In the quick find box, search for Create Calculated Fields task.
   2. In the pop-up window, enter the Field name. For example: CF_Test. Also, select the Business Object as Worker Business Process, and Function as Lookup Related Value.
   3. Click OK. You are redirected to Create Calculated Field - Lookup Related Value page.
   4. Under Calculation, select the Lookup Field name as Work Schedule Assignment Event and Return Value as Start Date.

   Repeat the steps to create calculated fields for End Date and Work Schedule Calendar – Proposed.

2. Create a RaaS report.
   1. Log in to the Workday instance.
   2. In the quick find box, search for Create custom report.
   3. In the Create Custom Report window:
      1. Enter the Report Name. For example: RPT Business process transaction schedule.
      2. Select the Report Type as Advanced.
      3. Check the Enable As Web Service box.
      4. Uncheck the Optimized for Performance box.
      5. Select the Data Source as Business Process Transactions.
      6. Click OK. You are redirected to Edit Custom Report page.
      7. Add the Fields required for the Workday employee details along with the calculated fields with the relevant Business Object.
      8. Click OK.
3. After creating custom reports, you can specify how the report results should be sorted.
4. In the Prompts section, check the Populate Undefined Prompt Defaults box.

   Note:

   The data source Business Process Transactions uses built-in prompts such as Effective Date, Entry Date, and so on. Based on the report you have chosen, Workday prompts you to fill in specific reporting criteria.

Configure Oracle Field Service Cloud

Retrieve the client ID and secret from Oracle Field Service Cloud by adding an application.

To add an application:

1. Log in to an Oracle Field Service Cloud instance.
2. In the top-left corner, click the hamburger icon, then click Configuration.
3. On the Configuration page, under Subsystems, click Applications.
4. Click Add Application.
5. Enter the Application Name and Application ID, give the required API access. See Authorize Access to APIs.
6. Click Submit.
7. Select the type of token service for the registered client application from the Token service drop-down list.

   By default, the type of token service is Oracle Field Service Cloud.

8. Select the authentication settings as Authenticate using Client ID/Client Secret.
9. Click Show Client ID and Client secret to copy them for configuring the connection in Oracle Integration.
10. Click Save.