Configuring Search Query for Business Object for OnBase - Configuring Search Query for Business Object for OnBase - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/fjt1786304830060 - Current - Current

Hyland for Workday

Platform
Content Innovation Cloud
Product
Hyland for Workday
Release
Current
License
ft:lastPublication
2026-10-12T22:09:45.336544
ft:locale
en-US

In Workday, a business object refers to a fundamental data structure that represents a specific type of information within the Workday system. Each business object corresponds to a specific entity or concept within an organization, such as Employee and Organization. The Business Object holds information about that entity.

Each Business Object has its own set of attributes or fields that define the specific data points it can hold. Workday provides a flexible framework that allows organizations to configure and customize these Business Objects according to their specific needs, making it a powerful tool for managing and analyzing organizational data.

You can configure a search query for a primary Business Object or a secondary search field, such as Employee ID. This enables you to access and retrieve documents through secondary search fields, rather than relying solely on the Business Object ID (or Employee Object ID).

Note:
  • The selected predefined query determines which documents are retrieved. In OnBase, configure the underlying custom query for the applicable Document Type or Document Type Group
  • Before you begin, verify that you are logged on to Hyland for Workday and selected a Business Object to configure. If you have not completed these, see Configuring a Business Object for OnBase.

To configure a search query for a primary Business Object or a secondary search field:

  1. Navigate to the Configure Search Query for Business Object tab.
    Note: If this feature is already configured, select the Configure again? check box to reconfigure it.
    The Configure Search Query for Business Object page is displayed. For example, the Configure Search Query for Employee page is displayed if you selected the Business Object Employee.
    Configure Search Query for Employee page
    Note: If this feature is already configured, select the Configure again? check box to reconfigure it.
  2. From the Select Document Query drop-down list, select one of the available options (custom or document queries):
    Business Object Document Query
    Employee GetEmployeeDocuments_CFS
    Purchase Order GetPurchaseOrderDocuments_CFS
    Supplier GetSupplierDocuments_CFS
    Supplier Invoice GetSupplierInvoiceDocuments_CFS
    Receipt GetReceiptDocuments_CFS
    Supplier Contract GetContractDocuments_CFS
    Note: Before configuring a search query, ensure that the required OnBase predefined query is whitelisted in the CF OnBase Plugin. A query that is not whitelisted is unavailable in the Select Document Query drop-down list. For instructions, see the Whitelisting Predefined Queries chapter in the Content Federation Services – OnBase documentation.
  3. From the Select Document Search Criteria drop-down list, select one of the available options. The available options are based on the Document Query (custom query) you selected earlier.

    For example, if you selected the Document Query GetEmployeeDocuments_CFS, the following options are displayed under Select Document Search Criteria:

    • Employee Object ID
    • Employee ID
    GetEmployeeDocuments_CFS selected on Configure Search Query for Employee page
  4. From the Select Document Query Key drop-down list, select the query key that corresponds to the selected document search criterion.
  5. Click OK.
    The configuration changes are saved successfully.