Gebruik Workday Adaptive Planning met Sokko.
Verbind Workday Adaptive Planning en vertel Sokko wat je wilt. Het voert de acties uit die je vraagt en reageert op wat er gebeurt. Geen workflows, geen code.
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Acties
Alles wat Sokko kan doen in Workday Adaptive Planning
Elke Workday Adaptive Planning-actie die Sokko kan uitvoeren. Vraag erom in één zin en het is gebeurd.
Create Account
Create one GL, Custom, or Assumption account or account group. This administrative mutation may create unpublished model changes; proceed_with_warnings can override provider safety warnings.
Create Users
Create 1 to 1000 Adaptive Planning users and return each user's creation status and immutable GUID. A password is required except for a Workday-connected instance with User Sync enabled that uses Workday SAML SSO. The operation is unavailable after Workday user synchronization.
Get Custom Report Values
Run a typed matrix report over explicit X, Y, and optional filter axes and return coordinates, cells, notes, and provider messages.
Delete or Replace Transactions
Irreversibly delete transactions matching any supplied date or transaction-type criterion, and optionally insert replacement rows in the same operation. A start date without an end date has no upper bound; an end date without a start date has no lower bound; transaction types without dates match all dates.
Erase Actuals
Irreversibly erase numeric actuals for every level in the selected account family and inclusive time range. This may also delete newly empty splits and, when requested, cell notes.
Erase Data
Irreversibly erase numeric plan or actuals data in an inclusive time range. Filters match only explicitly listed accounts and levels, not their descendants; Erase Data overrides access rules and level ownership.
Export Accounts
Return the complete Adaptive Planning account hierarchy and account metadata, optionally filtered by sheet and enriched with account attributes and inaccessible values. A version selector adds per-account importability metadata but does not filter the hierarchy.
Export Active Currencies
Return every currency configured in the Adaptive Planning instance.
Export Attributes
Return Adaptive Planning account, level, and dimension attributes and their recursive values, optionally restricted to selected attribute IDs.
Export Calendar
Return all Adaptive Planning calendars with their IDs, names, codes, and default status.
Export Configurable Model Data
Export typed, parsed CSV rows from a modeled sheet using either provider paging or the all-row streaming form.
Export Customer Logo
Return the URL Workday exposes for the Adaptive Planning instance's customer logo.
Export Planning Data
Export account values from one Adaptive Planning version for explicit account and time filters, returning parsed CSV rows and provider messages.
Export Dimension Families
Return the account and dimension sets associated with each Adaptive Planning sheet family.
Export Dimension Mapping
Return derived-dimension mapping targets and conditions for selected dimensions in a version, optionally filtered by keyword, level, or dimension values.
Export Dimensions
Return custom Adaptive Planning dimensions and optionally their hierarchical values, properties, and attribute mappings.
Export User Groups
Return every global and user-owned group defined in the Adaptive Planning instance.
Export Instances
Return the selected Adaptive Planning instance or every instance accessible to the connected user.
Export Levels
Return the accessible Adaptive Planning organization-level hierarchy, optionally filtered by version or sheet and enriched with groups, attributes, and inaccessible values.
Export Locales
Return every locale associated with the Adaptive Planning company.
Export Modeled Sheet
Return the structured definition of one modeled sheet by name, including v40 display-column account codes and configured model columns.
Export Permission Sets
Return every Adaptive Planning permission set and its assigned internal permission codes.
Export Security Audit
Return Adaptive Planning security events, optionally filtered by actor and UTC time range. Without a time range Workday returns the last 24 hours; the provider retains at most 30 days of audit data.
Export Sheet Definition
Return the structured definition of one modeled or cube sheet by internal ID, including configured columns, dimensions, values, accounts, levels, and time settings.
Export Sheets
Return all standard, modeled, and cube sheets in the Adaptive Planning instance with their IDs, names, descriptions, and prefixes or codes.
Export Time
Return Adaptive Planning calendar strata and periods, optionally scoped to a version, calendar hierarchy, leaf stratum, legacy fields, or all locale translations.
Export Transaction Definition
Return the configured Adaptive Planning transaction fields and allowed selector values needed to construct valid transaction imports.
Export Users
Return all users in the Adaptive Planning instance with identity, permission sets, profile, audit, lock, optional group, and subscription settings.
Export Versions
Return all Adaptive Planning versions and version folders visible to the connected user, optionally including scenarios and eligible currency versions.
Import Configurable Model Data
Append modeled-sheet rows, update rows matched by an import key, or update matching rows and insert new ones. This action does not run a replacement mode.
Import Cube Data
Update existing cube facts or insert new facts in APPEND mode without scoped replacement. Imported numeric zeroes still irreversibly erase their exact cube cells.
Import Dimension Mapping
Create or replace derived-dimension mapping criteria, or permanently delete criteria when delete=true. Derived values do not support virtual versions; duplicate conditions are rejected.
Import Groups
Create or update Workday/external user groups. REPLACE_ALL permanently replaces all imported groups in the instance; UPDATE changes only supplied groups. This cannot update groups created in Adaptive Planning.
Import Modeled Sheet
Create a modeled-sheet definition, including typed columns and API v39+ validation rules. This administrative, non-idempotent operation creates dimensions or level attributes referenced by the definition and requires Model permission.
Import Standard Data
Update existing standard-account facts or insert new facts in APPEND mode. This action does not delete unmatched facts.
Import Transactions
Insert new transaction rows without deleting existing transactions.
Publish Admin Changes
Permanently publish every pending administrative change in an admin-publishing-enabled instance. This affects all batched changes, cannot select individual changes, and requires Publish Admin Changes permission.
Recalculate Sheet
Recalculate Recalculate-on-Demand sheet data in a required version. Omitting sheet recalculates every on-demand sheet at the top level; a selected level includes its descendants.
Replace Configurable Model Data
Irreversibly delete and replace modeled-sheet rows. REPLACE_ALL deletes every existing row on all levels, REPLACE_SECURED_COORDINATES deletes and replaces rows at matching secured coordinates, and SCOPED_REPLACE deletes and replaces rows at input levels. Choose the replacement boundary explicitly before calling.
Replace Cube Data
Irreversibly delete all existing cube facts inside the complete supplied time, account, and level scope that are absent from the payload, then replace that scope with the supplied facts. INPUT and ALL scopes can delete substantially more data than the visible rows; verify every boundary before calling.
Replace Standard Data
Irreversibly delete unmatched standard-account facts inside an explicit time, account, and level scope, then replace that scope with the supplied facts. Requires the provider's replacement permissions.
Get Unpublished Changes Status
Read whether admin publishing is enabled and the number of unpublished changes without publishing them.
Update Access Rules
Upload an official .xls/.xlsx access-rules template as an administrator. update replaces every rule for each listed user/group; replaceAll permanently deletes all existing access rules before installing only the spreadsheet rules.
Update Account
Update one existing GL, Custom, or Assumption account. This administrative mutation may create unpublished model changes; attribute value ID 0 removes that assignment and proceed_with_warnings overrides provider safety warnings.
Update Accounts
Create or update GL accounts, recursive account hierarchies, and account-attribute mappings in one ordered bulk request.
Update Ownership Associations
Update level or custom-dimension ownership. Omitting users removes all owners from that value; replaceAll permanently deletes all existing ownership entries for the association type before saving the supplied entries. Unknown users are skipped by Workday.
Update Attributes
Create or update attributes and recursive attribute-value hierarchies in one ordered bulk request.
Update Dimensions
Create or update dimensions and recursive dimension-value hierarchies in one ordered bulk request.
Update Levels
Create or update levels and recursive organization hierarchies. Changing actuals ranges or re-parenting can cause Workday warnings and downstream compatibility changes. Setting delete_workflow_silently can delete workflow tasks, and setting delete_actuals_silently can delete actuals data.
Update Users
Update one or more Adaptive Planning users. If successful, Workday returns a message for each updated user. This action does not update passwords or access rules and does not function after user synchronization from Workday.
Maak verbinding
Voeg Workday Adaptive Planning toe aan je Slack in twee minuten.
Geen workflows om op te zetten. Zet de tools aan die je al gebruikt en je agent gaat aan de slag.
Toevoegen aan Slack
1
Voeg Sokko toe aan Slack
Eén klik vanuit de Slack-marketplace. Je hele team krijgt Sokko in één keer.
2
Verbind je tools
Sokko werkt met meer dan 1.000 apps en elke MCP-server.
Martin
9:53 AM
@Sokko
Wat kun je doen met Workday Adaptive Planning?
3
Zet Sokko aan het werk
@vermeld Sokko in elk kanaal en hij gaat aan de slag. Minuten, geen weekend.
Vragen, beantwoord.
Sokko is een AI-assistent die in je Slack leeft. Verbind je apps, vraag in gewone taal wat je nodig hebt, en Sokko neemt het werk uit handen.
Composio supports this app with a custom OAuth client. Sokko's automatic connection flow does not configure that client yet. Check the provider's authentication documentation or a custom MCP route.
Nee. Er valt niets te bouwen of in te stellen. Je vraagt het Sokko in Slack net zoals je een collega zou vragen, en Sokko doet de rest.
Ja. Vraag het één keer en vertel Sokko wanneer hij het moet herhalen, bijvoorbeeld elke maandag om 9 uur, en het wordt een routine die zonder jou draait.
Gegevens in Workday Adaptive Planning lezen en er actie op ondernemen, en workflows starten wanneer daar iets verandert. Vertel Sokko welk resultaat je wilt en het doet de rest.
Ja. Sokko verbindt met 1.000+ apps en elke MCP-server, dus je kunt in één verzoek taken vragen die Workday Adaptive Planning en de rest van je stack omvatten.