Show Widgets based on Workday Data
- 14 Oct 2025
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Show Widgets based on Workday Data
- Updated On 14 Oct 2025
- 2 Minutes To Read
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Whatfix enables you to configure your widgets using Workday data. By leveraging Workday’s worklet and membership information, serve highly relevant content to users based on their unique Workday attributes.
For example, if an employee’s worklet shows their performance metrics, Whatfix enables you to use this data to deliver content focused on performance improvement. If the worklet highlights that an employee needs development in a specific skill area, Whatfix can display targeted training resources or best practice guides related to that skill.
Note:
Workday based Visibility Rules are only supported with the new Visibility Rules experience.
If you’re unable to see Workday based Visibility Rules, contact support@whatfix.com.
What are Workday Worklets and Memberships?
Workday Worklets: Worklets are customizable widgets on a Workday dashboard that provide users with quick access to critical information and tasks. Each worklet can be tailored to display specific data relevant to an employee’s role, department, or project.
Workday Membership Data: Membership data includes information about an employee’s affiliation with various groups, teams, or projects within Workday. This data helps identify the employee’s role and associations, enabling a more precise content targeting.
Use the following steps to configure Workday Worklets and Memberships as a Visibility Rule:
In the Visibility Rules section for your widget, click When does the pop up start and stop appearing?
From the What causes the pop up to appear dropdown, select Something on the application.
From the What would you like to identify? dropdown, select Workday Data.
From the App Specific Key dropdown, select Worklet or Membership.
From the Data type dropdown, select Text.
From the Check if element value dropdown, select Exists or Not exists.
Enter the associated ID of the Membership or Worklet in the Value field.
Info:
Workday based Visibility Rules can be combined with other types of visibility rules using logical groupings, such as OR, AND, or both.
FAQs
1. Is the data related to worklet and membership retrieved in real-time?
The user data related to worklet and membership is retrieved in near real-time. This data is then cached for a period of 72 hours before it is fetched or computed again for the end user.
2. Is it possible to force clear cached data?
No, it’s not possible to force clear cached data at the moment. However, cached data is invalidated after 3 days, and new data is available.
3. Can Workday based Visibility Rules be configured for widgets using Studio?
Yes, Workday based Visibility Rules can be configured for widgets using Studio.
4. Are Workday based Visibility Rules supported for all content types?
No, Workday based Visibility Rules are only supported for widgets and not for specific content types such as Flow steps, User Actions, or Tags.
5. Are Workday based Visibility Rules environment independent?
Yes, these rules are environment-independent, meaning the data fetched to evaluate such rules is cached with respect to the environment.
6. What happens when a proxy user logs in?
Workday based Visibility Rules evaluate based on the data applicable to the proxy user.
7. Can multiple Workday based Visibility Rules be configured for a single widget?
Yes, multiple Workday based Visibility Rules can be configured for a single widget.
8. Are Workday based Visibility Rules supported for end users using the Internet Explorer browser?
No, Workday based Visibility Rules are not supported on Internet Explorer.
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