10.2 Creating & Launching an Outbound EIB
Key Takeaways
- An outbound EIB extracts data from Workday and delivers it to an external destination, most commonly using a custom report as the data source.
- The report used as the data source must be enabled as a web service, which is an Advanced report capability.
- An outbound EIB has three components: Get retrieves the data, Transform optionally shapes it, and Deliver sends it to the destination.
- Delivery methods include creating a file attachment, using an SFTP server, or having the external source make a direct web service call.
- Because the report defines the data, an outbound EIB delivering the wrong records is diagnosed as a reporting problem using the report's data source and filters.
What an outbound EIB does
An outbound EIB extracts data from Workday and delivers it somewhere. For a platform administrator it is the standard answer to "the vendor needs a file of X every Monday" when no connector exists for that vendor.
Get, Transform, Deliver
| Component | Outbound EIB |
|---|---|
| Get | Where the data comes from - a custom report enabled as a web service (RaaS), or a Workday web service operation |
| Transform | Optional shaping - applying a transformation to change the format of the output |
| Deliver | Where it goes - file attachment, SFTP server, email, or a direct web service call by the external source |
Step 1 - build and enable the report
The report is the integration. Everything the file contains is decided here.
- Build the report as Advanced. Only Advanced reports can be enabled as a web service. If an existing Simple report is close, copy it into an Advanced report rather than trying to convert it.
- Get the columns and filters exactly right, in the order the destination expects. Column order in the report drives field order in the output.
- Enable the report as a web service from its Related Actions. This produces Reporting as a Service (RaaS).
RaaS requires no web service knowledge. A custom report enabled as a web service does not require a user to select a web service operation or write a request. That is precisely what makes report-driven outbound EIBs accessible to administrators.
Step 2 - create the EIB and point it at the report
Run Create EIB and set the direction to Outbound. In the Get configuration, select the custom report enabled as a web service as the data source, and supply values for any prompts the report defines.
Prompt values matter at schedule time. A report with a date prompt needs a value each run. Use a calculated field with Determine Value at Runtime - the pattern from sections 8.1 and 8.3 - so a rolling window resolves automatically instead of requiring a monthly edit.
Step 3 - configure the transformation
If the destination needs a different shape from the report's native output, configure a transformation. If the destination accepts the report output as delivered - CSV or XML - none is needed. A basic outbound EIB commonly has no transformation at all, which is a legitimate design and not an omission.
When the requirement genuinely exceeds what an EIB transformation can express - multiple output files, a complex non-XML layout, custom error messaging - that is the signal to move to Document Transformation on a connector, or to Workday Studio. Recognizing that boundary is part of the objective.
Step 4 - configure delivery
| Method | Use when |
|---|---|
| File attachment | The output should be retrievable inside Workday |
| SFTP | The destination is a server the vendor or an internal team collects from. The standard choice for recurring vendor files |
| A small file goes to a person or distribution list | |
| Direct web service call | The external system prefers to pull rather than be pushed |
Delivery configuration carries the endpoint address and its credentials. Two operational points: credentials expire, and a rotated SFTP key is a frequent cause of a long-working integration suddenly failing delivery while the data extract still succeeds; and integration output can be encrypted, since Workday integrations support encryption.
Step 5 - launch and schedule
Launch manually first and inspect the output before scheduling anything.
Then schedule it. Scheduled integrations run as an Integration System User, so the ISU and its ISSG must be configured as in section 9.3 - and the ISSG needs Get on the domains securing the report's data source and report fields.
Security for an outbound EIB
An outbound EIB reads, so it needs Get. Most outbound integrations need Get only, so Put should not be granted unless the integration genuinely writes back.
The account needs access to exactly what a person running the report would need:
- The domain securing the report's data source
- The domains securing each report field - including fields used only in filters
- The domain securing the data source filter, if one is applied
This is the single most useful troubleshooting fact in this section. An outbound EIB that fails on a field the output does not contain is failing on a filter field. It is the same root cause as the reporting error in section 8.4, arriving through a different door.
There is a second, quieter failure mode. If the ISSG is constrained, the report returns only the instances that account can see. The integration succeeds, the file is delivered, and it is incomplete - with no error anywhere. When a vendor reports missing records and Workday reports success, compare the row count the ISU produces against the row count a human with wider access produces.
Testing an outbound EIB
- Run the report interactively and confirm the rows and columns are exactly right.
- Launch the EIB manually and retrieve the output.
- Compare the file against the report output - column order, formats, headers, delimiters, and encoding.
- Confirm the row count matches what a fully privileged user sees, to catch a constrained ISSG.
- Test delivery to a test destination before pointing at the vendor.
- Schedule it, then verify the first scheduled run separately - it is the first execution that uses the ISU rather than your own account, and it is where an unactivated policy change or a missing Get permission surfaces.
Exam framing: questions about an outbound EIB producing wrong or incomplete data almost always resolve to the report or to the ISU's security scope, not to the EIB configuration. The EIB is plumbing; the report and the security are the substance.
An outbound EIB must use a custom report as its data source. What must be true of that report?
A scheduled outbound EIB completes successfully every night, but the vendor reports that records are missing. Workday shows no errors. What is the most likely cause?
An outbound EIB fails with an access error naming a field that does not appear anywhere in the delivered file. What explains this?