Last time, you built the chassis 🔧
Security, the rule-based BP, the Reference Letter template — all wired up and ready. But here's the thing about a chassis: it doesn't go anywhere on its own!
Right now, your setup can distribute a dynamic doc on demand… it just doesn't have a doc to distribute — yet! 😉
You're going to build the actual document in Workday Docs, wire it into the BP you set up in Part 1, initiate its distribution via EIB, and watch it land in your workers' inboxes with the name and date filled in, ready for their review and acknowledgment.
Then you'll top it off with a completion-tracking report so you know exactly who's done and who's dragging their feet.
By the end, that "send this to 2,000 people by tomorrow" request? Handled in an afternoon.
Let's bring it to life ⚡
📍 The series
Part 1: Build the Request Reference Letter scaffolding that allows you to deliver the dynamic document ad hoc.
Part 2 (you’re here): Produce and send out the dynamic document using Workday Docs + the Request Reference Letter EIB.
Here's a sneak peek of where you're headed:
Workers get the doc in their inboxes to sign/acknowledge…
…then it’s stored on their worker profile. ABC, 123.
This is where the good stuff lives.
Free builds awareness. Premium fills all the gaps 🦄
Below:
Build the dynamic doc in Workday Docs with worker fields
Wire the template into your rule-based BP
Generate, populate, and load the EIB
Configure a completion-tracking report so you’ve got eyes on the process!
Plus everything else in Premium:
⭐️ Release Ratings & Reviews
🔐 Full archive access
🗳️ A say in what gets built
