Enable Reusable Workbench Report Sets

With the 26R1 release, you can now configure reusable Workbench Report Set Definitions, from which users can generate and run Workbench Report Sets and its child reports. After you have configured this feature, see Configure Workbench Report Sets and Generate & Run Report Sets for more information.

Configure the Generate Report Set Action on Workbench Report Set Definition

To configure the Generate Report Set action, assign the action to the Workbench Report Set Definition object and do one of the following:

  • Select the Available in All Lifecycle States checkbox to apply atomic action security defaults for the applicable lifecycle states.
  • Add the action as a user action to the applicable states of the Workbench Report Set Definition LC object lifecycle.

Configure Object Layouts

Update the following object layouts:

Update the Workbench Report Set Definition Layout

To update the Workbench Report Set Definition object layout, insert the Workbench Report Set Definition WRD Join > Workbench Report Definition related object section.

Update the Workbench Report Definition Layout

To update the Workbench Report Definition object layout: 

  1. Ensure the Details section includes the following fields: 
    • Workbench View
    • Report Category
    • Report Subcategory
    • Document Sensitivity
  2. Insert the Layout control section with the Slider (slider icon) icon. 
  3. Insert the Advanced Options Detail Form section:
    • Section Label: Enter Advanced Options. 
    • Section Layout: Select Detail Form - One Column. 
  4. Add the following fields to the Advanced Options section: 
    • Timezone
    • Excel Template
  5. Insert the Workbench Report Set Definition WRD Join > Workbench Report Set Definition related object section:
    • Section Label: Enter Workbench Report Set Definitions.
    • Creation Option: Select Create record in pop-up dialog.
    • Section Help: Enter These are all the Report Set Definitions that rely on this Report Definition.

Create a Workbench Report Set Definition Tab

To add a Workbench Report Set Definition tab:

  1. Navigate to Admin > Configuration > Tabs.
  2. From the Actions menu beside the Workbench tab, select Add Sub-tab.
  3. Complete the following sub-tab information:
    • Label: Enter Report Set Definitions.
    • Tab Type: Select Object.
    • Object: Select Workbench Report Set Definitions.
    • Creation Options: Select Prevent record creation.
    • Filter Tab: Select Status > in > Active.
  4. Select Save.