Calculated fields in Workday allow you to expand standard Workday objects (e.g., Customers, Invoices) with additional data points specific to your business needs. You can use these fields in Tesorio to help you bring additional, tailored data into your Tesorio workspace.
Supported Custom Fields in Tesorio
(Tesorio calls them custom fields)
Tesorio supports custom fields for the following Workday objects:
Customer Records
Examples: Customer Service Representative, Customer Category, Salesforce Account ID (to link your Workday and Salesforce accounts).
Invoice Records
Examples: External Invoice Reference, Customer Tax IDs.
Using Custom Fields in Tesorio
Ensure the Workday integration user (e.g., tesorio-integration) has the necessary permissions to view and query the custom fields
Field Activation: Custom fields must be activated to show in Tesorio. You can enable the fields you would like to see in Tesorio following the steps here.
Please note that the custom field values will update in Tesorio during the next sync.
Known Limitations
Custom Objects Custom Fields: While supported in Workday, these are not fully supported in Tesorio's integration.
Custom Fields with Prompts: Workday's "calculated fields with prompts" are not supported.
Need Help?
If you have any questions or need assistance with Workday custom fields, please reach out to our support team at support@tesorio.com. We're here to help!