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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