Using the Where Clause for Filtering Data in Workday

Where does filtering apply?

The List All Records activity in Workday supports queries for the Where clause and Include, Exclude fields to bring in or let go of excess data.

How to construct the Where clause?

You can read more on the Get_Organizations SOAP service here:Get_Organizations Operation Details.

Any content within the Request_Criteria section can be considered eligible to be included in the Where clause of an activity. Similarly, any content within the Response_Group section can be utilized with the Includes or Excludes elements.You can see this in the screenshots below:

For Request_Criteria we can see the following parameters:

To create a Where clause with boolean fields, you can construct it as shown below:

Where = "boolean_field = 'true'"

Where = "Include_Inactive='false' and Enable_Transaction_Log_Lite='true'"

For the Type that is Object, like Organization_TypeObject, this is how a Where clause can be built:

The type here can be WID and Organization_Type_ID, so the clause needs to be constructed in the following format:

Where = "Organization_Type_Reference.Attribute_type='WID' and Organization_Type_Reference.Attribute_Value='WIDTEST'".

Similarly, for Transaction_Log_Criteria you can write a Where clause in the following format:

So, the following format must be used:

Where = "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2022-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2023-01-01T16:00:00'"

If you wish to consolidate all the aforementioned elements into a single query, you can structure it similar to the following example.

Where = "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2022-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2023-01-01T16:00:00' and Include_Inactive='false' and Enable_Transaction_Log_Lite='true' and Organization_Type_Reference.Attribute_type='WID' and Organization_Type_Reference.Attribute_Value='WIDTEST'".

Important Information:

1. This is just an illustrative example and may not represent an actual query scenario.
2. The Where clause must always be passed as String.

Using the Includes and Excludes Parameters

The utilization of the Includes and Excludes functions is associated with the Response_Group attribute group, as you can see in the image below.

These two functions are used to retrieve or omit data elements from the response, allowing you to focus on the specific information you need while excluding any unnecessary or sensitive data.

In this case we have the data elements Roles_Data, Hierarchy_Data, Supervisory_Data and Staffing_Restrictions_Data.

If you want to include these in the activity output, just pass them as a comma-separated string like in the following example:

"Roles_Data,Supervisory_Data,Staffing_Restrictions_Data"

Some more examples of this practice can be found below:

Object	Some examples of supported WHERE clauses	Includes (Comma separated values)	Excludes (Comma separated values)
Employee/Workers	Query with reference objects: "Organization_Reference.ID.Attribute_type='WID' and Organization_Reference.ID.Attribute_Value='WIDTEST" and Include_Subordinate_Organizations='true' Query with transaction log criteria: "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" and Include_Subordinate_Organizations='true'	"Personal_Information,Additional_Jobs,Employment_Information,Compensation,Organizations,Roles,Management_Chain_Data,Multiple_Managers_in_Management_Chain_Data,Benefit_Enrollments,Benefit_Eligibility,Related_Persons,Qualifications,Employee_Review,Goals,Development_Items,Skills,Photo,Worker_Documents,Transaction_Log_Data,Subevents_for_Corrected_Transaction,Subevents_for_Rescinded_Transaction,Succession_Profile,Talent_Assessment,Employee_Contract_Data,Contracts_for_Terminated_Workers,Collective_Agreement_Data,Probation_Period_Data,Extended_Employee_Contract_Details,Feedback_Received,User_Account,Career,Account_Provisioning,Background_Check_Data,Contingent_Worker_Tax_Authority_Form_Information"	"Organization_Support_Role_Data,Location_Hierarchies,Cost_Centers,Cost_Center_Hierarchies,Companies,Company_Hierarchies,Matrix_Organizations,Pay_Groups,Regions,Region_Hierarchies,Supervisory_Organizations,Teams,Custom_Organizations,Funds,Fund_Hierarchies,Grants,Grant_Hierarchies,Business_Units,Business_Unit_Hierarchies,Programs,Program_Hierarchies,Gifts,Gift_Hierarchies"
Job families	Query with inactive job families "Include_InActive_Job_Families='true'"	"Reference,Job_Profile_Info_Data"	NA
Locations	Query with reference objects Location_Type_Reference.ID.Attribute_type='WID' and Location_Type_Reference.ID.Attribute_Value='WIDTEST' Query with location name Location_Name='HYD' Query with inactive locations Exclude_Inactive_Locations='true'	"Reference,Location_Data"	NA
Organizations	Query with reference objects Organization_Type_Reference.ID.Attribute_type=‘WID’ and Organization_Type_Reference.ID.Attribute_Value=‘WIDTEST’ Query with Inactive organizations Include_Inactive='true' Query with transaction log criteria "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" "Transaction_Log_Criteria.Transaction_Type_References.Transaction_Type_Reference.Attribute_type='WID' and Transaction_Log_Criteria.Transaction_Type_References.Transaction_Type_Reference.Attribute_Value='WIDTEST'	"Roles_Data,Hierarchy_Data,Supervisory_Data,Staffing_Restrictions_Data"	NA