Power BI Connector for Workday

Build 25.0.9454

Cases

Maintains a record of cases that a user has access to view.This table supports issue tracking, employee relations cases, IT service requests, and customer support interactions.

Workday Resource Information

Retrieves a list of case details that the user is secured to view. Case details include: title, detailed message, case ID, status, creation date, case link, assignee, confidential, about, by, for, type, and serviceTeam.

Secured by: Help Case Data, Self Service: Help Case Management

Scope: Help

Aggregate Fields

The connector represents the following fields as aggregates containing JSON text. Each of them conforms to their respective schema. Fields marked with an asterisk are required and must be included if their parent object is. Fields marked with a hyphen are read-only and must not be included when calling stored procedures or when performing an INSERT or UPDATE.

This information is derived from the Workday REST API specification which does not explicitly list all business rules and validations that apply to each object. More fields may be required than what is listed here.

Attachments_Aggregate


[{
  contentType: { /* Content type of the attachment */
     -descriptor: Text /* The display name of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  descriptor: Text /* The display name of the instance */
  fileLength: Numeric /* File length of the attachment */
  fileName: Text /* File name of the attachment */
  id: Text /* \~Case\~ Attachment ID. */
}]

QuestionnaireResponses_QuestionnaireAnswers_Aggregate


[{
  answerDate: Date /* The answer in a date format. */
  answerMultipleChoices: [{
      descriptor: Text /* The display name of the instance */
      id: Text /* Id of the instance */
  }]
  answerNumeric: Numeric /* The answer in a numeric format. */
  answerText: Text /* The text answer for a questionnaire. */
  descriptor: Text /* The display name of the instance */
  id: Text /* Id of the instance */
  questionItem: { /* Question Item for Questionnaire Answer. Question item represents the question in a questionnaire. */
     -descriptor: Text /* The display name of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  questionnaireAttachments: [{
      contentType: { /* Content type of the attachment */
         -descriptor: Text /* The display name of the instance */
         -href: Text /* A link to the instance */
         *id: Text /* wid / id / reference id */
      }
      descriptor: Text /* The display name of the instance */
      fileLength: Numeric /* File length of the attachment */
      fileName: Text /* File name of the attachment */
      id: Text /* Id of the instance */
  }]
}]

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (Id) for the case instance. This Id allows for distinct tracking, retrieval, and management of cases within the system.

AboutWorker_Id String False

The unique Id for the worker that the case is about. This Id ensures that all case-related activities and updates are correctly linked to the designated worker.

About_Descriptor String False

The display name of the instance

About_Id String False

The unique Id for the case subject. This Id ensures consistency in system records and supports case tracking and reporting.

About_Person_Descriptor String False

The display name of the instance

About_Person_Href String False

A direct link to the instance of the person associated with the case. This link enables programmatic access to fetch detailed information about the individual involved.

About_Person_Id String False

The unique Id for the person that the case is about. This Id ensures that system queries and reports accurately reference the correct individual.

Assignee_Descriptor String False

The display name of the instance

Assignee_Id String False

The unique Id for the assignee of the case. This Id ensures proper assignment, delegation, and resolution tracking.

Assignee_Person_Descriptor String False

The display name of the instance

Assignee_Person_Href String False

A direct link to the assignee's instance. This link provides an easy way to navigate to the assignee’s profile or additional case-related information.

Assignee_Person_Id String False

The unique Id for the assignee of the case. This Id ensures that cases are correctly routed to the responsible worker for action.

Attachments_Aggregate String False

A collection of attachments added during case creation. These files can include supporting documents, images, or other relevant materials for case resolution.

By_Descriptor String False

The display name of the instance

By_ExternalCreator_Email String False

The email address of the external case creator. This contact information facilitates communication and case follow-ups with external submitters.

By_ExternalCreator_Id String False

The unique Id for the external case creator. This Id helps track cases that originate from individuals outside the organization.

By_ExternalCreator_Name String False

The name of the external case creator, often appended with 'External' or a note indicating a purged record. This naming convention helps differentiate external requests from internal ones.

By_Id String False

The unique Id for the individual who created the case. This Id ensures precise tracking of case ownership and history.

By_Worker_Descriptor String False

The display name of the instance

By_Worker_Id String False

The unique Id for the worker who initiated the case. This Id supports tracking and reporting on cases created by employees.

By_Worker_Person_Descriptor String False

The display name of the instance

By_Worker_Person_Href String False

A direct link to the instance of the worker who created the case. This link enables seamless navigation to the requestor’s profile.

By_Worker_Person_Id String False

The unique Id for the worker who created the case. This Id ensures that employee-initiated cases are correctly assigned and managed.

CaseID String False

The unique Id assigned to the case. This Id is crucial for case tracking, auditing, and referencing within the system.

CaseLink String False

A direct link to view the case in Workday. This Uniform Resource Locator (URL) allows users to access full case details and take necessary actions.

CaseReopenDetails_CaseReopenDueDate String False

The deadline for reopening the case. This date sets the last possible day when a worker can request a case review or reactivation.

CaseReopenDetails_CaseReopenStatus Bool False

Indicates whether the case can be reopened by the worker. A value of 'true' means the worker still has the option to request further action.

CaseSolverDisplayOverrides_AssigneeDisplayName String False

The Case assignee's display name override.

CaseSolverDisplayOverrides_CreatedByDisplayName String False

The Case creator's display name override.

CaseSolverDisplayOverrides_HideAssigneeProfileLink Bool False

The configuration setting to hide the assignee's profile picture.

CaseSolverDisplayOverrides_HideAssigneeProfilePicture Bool False

The configuration setting to hide the assignee's profile link.

CaseSolverDisplayOverrides_HideCreatedByProfileLink Bool False

The configuration setting to hide the created by person's profile link.

CaseSolverDisplayOverrides_HideCreatedByProfilePicture Bool False

The configuration setting to hide the created by person's profile picture.

CaseType_Id String False

The unique Id for the case type. This Id categorizes the case based on its nature, such as HR, IT, or compliance-related issues.

Confidential Bool False

Indicates whether the case is marked as confidential. A value of 'true' ensures that access is limited to authorized personnel only.

ContextInstance_Id String False

wid / id / reference id

CreationDate Datetime False

The date and time when the case was created. This timestamp serves as a historical record and helps track response and resolution times.

DetailedMessage String False

The detailed description of the case. This field captures all relevant information, including the issue, request, or inquiry details.

ElementContent_Id String False

wid / id / reference id

Flag_Id String False

Id of the instance

Flag_Name String False

The case flag

ForExternalCreator_Id String False

The unique Id for the external creator associated with the case. This Id distinguishes cases initiated by external individuals or organizations.

ForWorker_Id String False

The unique Id for the worker for whom the case was created. This Id ensures that the case is accurately assigned to the correct employee.

For_Descriptor String False

The display name of the instance

For_ExternalCreator_Email String False

The email address of the external creator associated with the case. This contact information allows for follow-ups and communications regarding the case.

For_ExternalCreator_Id String False

The unique Id for the external creator associated with the case. This Id links the case back to its originating party.

For_ExternalCreator_Name String False

The name of the external creator, often including 'External' in parentheses or a note indicating a purged record. This naming convention differentiates external cases from internal ones.

For_Id String False

The unique Id for the worker or external creator associated with the case. This Id ensures precise case tracking and accountability.

For_Worker_Descriptor String False

The display name of the instance

For_Worker_Id String False

The unique Id for the worker for whom the case was created. This Id helps link the case to the appropriate individual for tracking and resolution.

For_Worker_Person_Descriptor String False

The display name of the instance

For_Worker_Person_Href String False

A direct link to the worker’s instance. This link allows for quick navigation to detailed information about the worker associated with the case.

For_Worker_Person_Id String False

The unique Id for the worker associated with the case. This Id ensures that cases are assigned correctly and consistently.

FormattedCreationDate String False

The formatted creation date of the case, including the year, month, day, hour, and minute. This format ensures consistency with the processing user's locale and timezone.

QuestionnaireHolder_Id String False

The unique Id for the questionnaire holder associated with the case. This Id ensures that the questionnaire responses remain linked to the correct case.

QuestionnaireResponses_Descriptor String False

The display name of the instance

QuestionnaireResponses_Id String False

The unique Id for the questionnaire responses associated with the case. This Id is used to track and manage responses within the system.

QuestionnaireResponses_QuestionnaireAnswers_Aggregate String False

A collection of all answers submitted in response to a questionnaire. These responses provide critical information for case evaluation and resolution.

QuestionnaireResponses_QuestionnaireTargetContext_Id String False

The unique Id for the context in which the questionnaire was targeted. This Id helps determine the scope and relevance of the collected responses.

QuestionnaireResponses_QuestionnaireTarget_Id String False

The unique Id for the specific questionnaire target. This Id ensures that responses are properly associated with the intended questionnaire.

Reroute Bool False

Used to decide whether to reroute cases after case type is changed.

SatisfactionSurvey_Active Bool False

Indicates whether the case has an active satisfaction survey. A value of 'true' means that feedback can still be provided by the user.

SatisfactionSurvey_Directive String False

The directive text displayed in the case satisfaction survey. This text offers guidance on how the survey should be completed.

SatisfactionSurvey_Results_Comment String False

The comment provided in response to the case satisfaction survey. This feedback allows users to elaborate on their experience with the case.

SatisfactionSurvey_Results_FormattedCreationDate String False

The formatted creation date of the case satisfaction survey response, including the year, month, day, hour, and minute. This format ensures clarity for reporting and analysis.

SatisfactionSurvey_Results_Id String False

The unique Id for the case satisfaction survey response. This Id links feedback to the appropriate case record.

SatisfactionSurvey_Results_QuestionnaireResponse_Questionnaire_Descriptor String False

The display name of the instance

SatisfactionSurvey_Results_QuestionnaireResponse_Questionnaire_Href String False

A direct link to the questionnaire instance associated with the case satisfaction survey response. This link facilitates easy access to survey details.

SatisfactionSurvey_Results_QuestionnaireResponse_Questionnaire_Id String False

The unique Id for the questionnaire associated with the case satisfaction survey response. This Id ensures that feedback is recorded under the correct questionnaire.

SatisfactionSurvey_Results_Score_Description String False

A description of the case satisfaction survey response score. This description helps interpret the numerical rating given by the respondent.

SatisfactionSurvey_Results_Score_Number Decimal False

The numeric score given in response to the case satisfaction survey. This score quantifies user satisfaction with the resolution of the case.

SatisfactionSurvey_Task String False

Indicates whether the satisfaction survey has been dismissed. A value of 'true' means that the user has chosen not to complete the survey.

ServiceTeam_Descriptor String False

The display name of the instance

ServiceTeam_Href String False

A direct link to the service team instance. This link enables users to retrieve additional information about the assigned service team.

ServiceTeam_Id String False

The unique Id for the service team responsible for the case. This Id ensures accurate case assignment within the system.

Source_Id String False

The unique Id for the source of the case. This Id identifies where the case originated, such as from a user, system, or external entity.

Status_Descriptor String False

The display name of the instance

Status_Id String False

The case status Id.

Status_Name String False

The case status name.

Status_Substatus_Id String False

Id of the instance

Status_Substatus_Name String False

The name of the case substatus.

Substatus_Id String False

Id of the instance

Team_Id String False

id

Title String False

The title of the case. This title serves as a brief summary of the issue or request that the case addresses.

Type_Confidential Bool False

Indicates whether the case type is confidential. A value of 'true' restricts access to authorized users only.

Type_Description String False

A description of the case type. This description provides additional context about the nature or category of the case.

Type_Id String False

The unique Id for the case type. This Id categorizes the case based on its purpose or classification.

Type_Inactive Bool False

Indicates whether the case type is inactive. A value of 'true' means that this case type is no longer actively used.

Type_Name String False

The display Id for the case type. This name represents the case type in a user-friendly format.

Type_ServiceCategory_Description String False

A description of the service category associated with the case type. This description provides details about the type of service the case falls under.

Type_ServiceCategory_Id String False

The unique Id for the service category associated with the case type. This Id ensures proper classification of service types.

Type_ServiceCategory_Name String False

The name of the service category associated with the case type. This name represents the category of service in a way that is easy to understand.

UiTask_Id String False

wid / id / reference id

Desc_Prompt Bool False

Indicates whether results should be sorted in descending order. A value of 'true' ensures that the most recent cases appear first.

Flag_Prompt String False

Retrieves cases with the assigned flag(s).

Label_Prompt String False

Retrieves cases with the assigned label(s).

MyCases_Prompt Bool False

Retrieves cases that are owned by the processing user. This filter helps users see only the cases assigned to them.

OpenCases_Prompt Bool False

Retrieves open cases and cases that were resolved or canceled within the last seven days. This filter helps users focus on recent case activity.

Sort_Prompt String False

Determines the field used for sorting case results. The default sorting field is 'creationDate'. Currently, only sorting by 'creationDate' is supported.

Status_Prompt String False

Retrieves cases with the specified status(es).

Substatus_Prompt String False

Retrieves cases with the specified substatus(es).

Team_Prompt String False

Retrieves cases with the specified service team(s).

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454