Workday Financial Management Make

with workday financial management modules in make, you can monitor, create, update, list, retrieve, and delete the invoices in your workday account to use workday in make, you must have the enterprise plan https //www make com/en/pricing all enterprise apps are currently labeled as premium tier 3 in make refer to the workday financial management api documentation https //community workday com/sites/default/files/file hosting/productionapi/financial management/v42 1/financial management html and workday resource management api documentation https //community workday com/sites/default/files/file hosting/productionapi/resource management/v41 0/resource management html for a list of available endpoints connect workday financial management to make you can establish two types of connection between workday financial management and make with user credentials or oauth2 establish the connection with workday financial management in make via user credentials to establish a connection with user credentials log in to your make account, add a workday financial management module to your {{scenario singular lowercase}} , and click create a connection in the connection type dropdown, select workday financial management enter your host url address that you copied above without a trailing slash for example, https //wd3 services1 myworkday com for your production instance and https //wd3 impl services1 workday com for your sandbox instance enter your tenant id this can be located in your account url address as follows https //hostname workday com/tenantid/d/home/html in the username and password fields, enter the workday financial management login credentials with api access for more information, see the workday human capital management docid\ yngk7qn9vad wlakpriwb section click save you have successfully established the connection you can now edit and add more workday financial management modules if your connection requires reauthorization, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz establish the connection with workday financial management in make via oauth2 before establishing an oauth2 connection, your workday system administrator must complete the steps in the set up workday financial management for oauth2 connections section to generate client credentials and refresh tokens log in to your make account, add a workday financial management module to your {{scenario singular lowercase}} , and click create a connection in the connection type dropdown, select workday financial management oauth2 enter your host url address for example, https //hostname workday com do not include a trailing slash enter your tenant id this can be located in your account url address as follows https //hostname workday com/tenantid/d/home/html in the client id and client secret fields, enter your client credentials enter the refresh token for the connection, provided by your workday system administrator each connection should have its own refresh token as sharing tokens may result in connections being broken workday system administrators can generate tokens in workday > view api clients > manage refresh tokens for integrations set the access token expiry in seconds , provided by your workday system administrator this value must be the same as the token expiry settings in workday click save you have successfully established the connection you can now edit and add more workday financial management modules if your connection requires reauthorization, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz set up workday financial management for oauth2 connections follow these steps in workday to retrieve the client credentials and refresh tokens necessary to establish an oauth2 connection generate client credentials in your workday account search bar, search for and select the register api client for integrations task fill in the client name field check the non expiring refresh tokens box this is important to minimize risk of integration down time if it is not selected, a new refresh token must be manually created and entered into make after each expiration add the following scopes (functional areas) system for wql functionality and tenant non configurable for raas functionality click ok copy the client id and client secret values and store them in a safe place this is important as you will not be able to view the client secret again after leaving this page if you lose the client secret, you will be required to generate new credentials you have successfully created the client id and client secret to be used when creating the oauth2 connection in make configure refresh tokens in your workday account, go to view api clients find the relevant api client and click on > api client > manage refresh tokens for integrations note this is also where you can edit api client scopes, generate new client secrets, and find new refresh tokens if an expiration date was set in the manage refresh tokens for integrations window, enter the workday account to be assigned to the api client this account must have access to the reports you would like to work with wql, raas, and soap api security is tied to the workday account click ok in the delete or regenerate refresh token task, click the generate new refresh token box copy the refresh token and store it in a safe place note each workday account will have its own refresh token, but can have the same client id and client secret as other accounts linked to the same api client you have successfully created the refresh token to be used when creating the oauth2 connection in make supplier invoices you can create, update, search, retrieve, and cancel invoices with the following modules search supplier invoices retrieves a list of supplier invoices filtered by criteria false false 197false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type create a supplier invoice creates a new supplier invoice false false 205false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type get supplier invoices retrieves a list of supplier invoices with attachment data by their ids false false 202false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type update a supplier invoice updates a supplier invoice by its id false false 206false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type see the create a supplier invoice for field descriptions cancel a supplier invoice cancels an existing supplier invoice by its id false false 203false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type other list currencies retrieves all existing currencies in a tenant false false 205false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type make a soap api call performs an arbitrary authorized soap api call for a list of available web services, their urls, and request and response types, refer to the workday web services directory https //community workday com/sites/default/files/file hosting/productionapi/index html false false 207false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type make a soap api call (advanced) performs an arbitrary authorized soap api call for a list of available web services, their urls, and request and response types, refer to the workday web services directory https //community workday com/sites/default/files/file hosting/productionapi/index html false false 206false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type example of use get supplier invoice the following api call returns the specified supplier invoice from your workday account url /resource management/v35 2 method post body \<bsvc\ get supplier invoices request> \<bsvc\ request criteria>\</bsvc\ request criteria> \<bsvc\ response filter> \<bsvc\ page>1\</bsvc\ page> \<bsvc\ count>1\</bsvc\ count> \</bsvc\ response filter> \<bsvc\ response group> \<bsvc\ include reference>\</bsvc\ include reference> \<bsvc\ include attachment data>\</bsvc\ include attachment data> \</bsvc\ response group> \</bsvc\ get supplier invoices request> the search matches can be found in the module's output under bundle > body > env\ body in our example, 1 supplier invoice is returned make a rest api call performs an arbitrary authorized rest api call can only be used with an oauth2 connection for a list of available endpoints, refer to the workday financial management api documentation false false 208false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type run a wql query runs a wql query can only be used with an oauth2 connection for information regarding wql, refer to the workday query language (wql) community guide https //community workday com/node/787171 if you do not have access to workday community, you can request a community account https //workdayinc force com/communityaccess/s/register false false 137false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type refer to make community https //community make com/t/workday bulk attachment extractor using make com workday modules/60256?u=joseph accountant to get an example of running a wql query get a raas report retrieves a raas report by the report url can only be used with an oauth2 connection false false 133false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type refer to make community https //community make com/t/workday bulk attachment extractor using make com workday modules/60256?u=joseph accountant to get an example of getting a raas report