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.

Note: 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.

      Note: If prompted, enter your Username and Password. Click Tap Log in.

    2. Select the Manage tab > Atom Management.
    3. Select your environment.
  1. In Administration, click tap Environment Extensions.
    1. In Process Filter, click tap 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, click tap 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. Click Tap 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, click tap the plus button Add map function to add the new variable to the output from this function.
    5. In Name, enter doNotManageFromWFD.
    6. Click Tap Add.
    7. Click Tap OK.
  6. In the data map:
    1. Select Expand to expand or Collapse to collapse levels. To expand all levels, right-click the green boxes icon Map level options. Select Expand AllExpand all map levels.The lines show the links between fields in the source (left side), any intermediate functions, and the destination (right side).
    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. Click Tap OK
  8. To verify, see Run Workforce Planner Integrations.