Manage People Records from Workforce Planner

You can configure data maps for the Workforce Planner People Export integration so that any number of people record fields are managed from Workforce Planner rather than from Dimensions.

Example: Do not map the TSCity address field from Workforce Planner to the WFDCity field from Workforce Dimensions when you run the integration. This way, the city that is defined in Workforce Planner is not overwritten.

Uwaga: Skills, certifications, and wages must be managed from Workforce Dimensions.

    1. Open the Integration Template Designer: Select Main Menu  > Administration > Application Setup > Integrations Setup > Design Integration Templates.

      Uwaga: If prompted, enter your Username and Password. Kliknij Dotknij Log in.

    2. Wybierz kartę Zarządzaj > Zarządzanie atomem.
    3. Wybierz swoje środowisko.
  1. In Administration, kliknij dotknij Environment Extensions.
    1. In Process Filter, kliknij dotknij the magnifying glass Search button. It can take several seconds before the button becomes active.
    2. Scroll to and select the integration pack: Dimensions Workforce Planner People Export > WFPPeopleExport-vx.
  2. Select Data Maps.
  3. From the Data Maps dropdown list, select the WFDPeopleExport_PeopleInfo - WFPPeopleExport_People data map.
  4. Create a custom script in a function as follows:
    1. In Function, kliknij dotknij the plus button Add map function to add an intermediate function.
    2. From Category, select Custom Scripting to transform data by way of Groovy or JavaScript code.
    3. In Functions, select Scripting.
    4. Kliknij Dotknij OK.
  5. In Embedded Scripting:
    1. In Select Script Source, select Use Inline Script.
    2. In Language, select Groovy 1.5.
    3. In Script to Execute, enter doNotManageFromWFD=null. This is a recommended name for the variable; you can name it otherwise.
    4. In Output, (missing or bad snippet)the plus button Add map function to add the new variable to the output from this function.
    5. In Name, enter doNotManageFromWFD.
    6. Kliknij Dotknij Add.
    7. Kliknij Dotknij OK.
  6. In the data map:
    1. Wybierz Rozwiń, aby rozwinąć lub Zwiń, aby zwinąć poziomy.Aby rozwinąć wszystkie poziomy, kliknij prawym przyciskiem myszy ikonę zielonych pól Opcje poziomu mapy. Wybierz Rozwiń wszystkoWiersze pokazują powiązania między polami w źródle (lewa strona), wszystkimi funkcjami pośrednimi i miejscem docelowym (prawa strona).
    2. Connect a line from the destination field that you want Workforce Planner to manage to doNotManageFromWFD in the new Scripting function.
    3. Repeat for all other fields that you want Workforce Planner to manage.

      Example: To not map the contact1 field, link the new function to the contactType and contactValue fields.

    4. Do not connect the new function to any of the source fields.
  7. Kliknij Dotknij OK
  8. To verify, see Run Workforce Planner Integrations.