Workday®: Page Identification and Conditions

Last Updated November 29, 2023

Brief Overview

The best practice to identify pages in Workday® is by using vars instead of URLs. This is because Workday is a single page application (SPA) and the URL changes.

How It Works

There are three Workday® segments to choose from. There is a Workday® option in the Segmentation Rule Engine that allows you to use these variables automatically. You should select the object from the dropdown menu in the condition builder.

walkMeWorkday.segmentation.flow.Page

Use the current value filler to load the information of the page you are currently on
This rule type should always be used in combination with a sub-page rule
Connect the two rules using "AND"

walkMeWorkday.segmentation.flow.subPage

From Pages, you can access different sub-pages - each sub-page also has a unique variable
If no sub-page is available use the operator "Does not Exist"
This rule type should always be used in combination with a page rule
Connect the two rules using "AND"

walkMeWorkday.segmentation.flow.forms

Identifies forms specifically
Forms have a special structure (activated / not activated), and have indicative names that we extract using a variable

Page Segment and Conditions Best Practices

Some pages appear in multiple places in the site and in other processes
- If that is the case, you need to find an element on screen to add to the rule
Not all pages have page segments
- For those that don't, try to rely on on-screen elements or avoid using the rule
The form variable is the most specific variable and usually makes the page identification stronger
It may be important to use a combination of variables to identify the page that you want your content to appear on and the state it should be in when the content does or does not appear
It can be helpful to make conditions like variable "does not exist" or is undefined
Avoid adding redundant rules
Variables can changes depending on how you get to the page
- Test the condition by navigating to the page in different ways (for example, nav bar, search bar, worklet, etc.)
Apply global segmentation instead of display rules where possible to optimize performance
When adding multiple rules, set the Rule Engine to identify high-level elements first (meaning, set it to identify by URL or var before evaluating for jQuery for on-screen elements)
Learn more about the Rule Engine

Tip

You can use a URL if it's associated with a custom dashboard and the user is completing a process or transaction. This is possible because the pages where the process or transaction occurs have a unique Task ID that is visible in the URL.

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