General Best Practices : Workato Success Center

× Frequently Asked Questions Getting Started Account related Billing

Recipe 101 Recipe Basics Building and Modifying Recipes Formula Mode Tips and Tricks Common Use Cases General Best Practices Recipe FAQs

App Resources Amazon S3 Box Callable Recipes Concur Dropbox Eventbrite Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct Intercom JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) Shopify SurveyMonkey SQL Server Utilities Workbot for Slack Watson Tone Analyzer Workday Xero Zendesk

Partners & Developers Developer Partner Resources

Troubleshooting Troubleshooting Basics Generic Errors Non-error Issues Concur Eventbrite Google Sheets Google Calendar Infusionsoft JIRA Mailchimp QuickBase QuickBooks Online Raiser's Edge NXT Replicon Salesforce ServiceNow Shopify Xero Workbot for Slack Zendesk

Formula Mode Tips & Tricks Date/Time Formulas Text Manipulation Formulas

☰ Categories

Naming and managing your recipes

Mon, Oct 10, 2016 at 5:36 PM - When we are in a rush to get our recipe up and running it seems like a chore to pay attention to the name or description for the recipe, but giving it a proper name and describing it properly goes a long way when you have many recipes. Different people have different styles, and we will men...

Adding Descriptions and Comments on Your Recipes. Markdown support.

Mon, Oct 10, 2016 at 5:39 PM - Description: We like recipe builders to describe their recipes well. This is because we built Workato as a community for building and sharing recipes and we want to make the recipes easy for sharing. When someone else is looking at your recipe, they will see the definition on top and decide...

Setting up and managing App Connections

Mon, Oct 10, 2016 at 5:41 PM - If you use only one connection for an App, you don't have to worry about it. But if you are like me and use multiple accounts for testing then it makes sense to pay attention to how you name and manage your connections. Naming the connection. Make sure you give the connection...

Building your recipe iteratively

Mon, Oct 10, 2016 at 6:05 PM - Building your recipe iteratively When attempting to build a rather complicated recipe, we recommend building it iteratively, or go by phases Here are a few tips: 1. Make sure your trigger works as expected Things to check when using a trigger : Should you be using trigger ...

General Best Practices: How to prevent duplicate records from being created

Wed, Jul 12, 2017 at 11:48 AM - Duplication prevention at its core is a 3 step process involving a search action, a conditional action and a create action. Search Object Action: The search action finds existing records based on input parameters usually from the trigger. In some applications (e.g. Salesforce), you may fi...

Best Practices: How to make sure your recipe is using the most updated trigger data

Tue, Aug 8, 2017 at 9:41 AM - In Workato, when you run a job in your recipe, your trigger data will always remain the same, even if you rerun your recipe. For example, if you trigger a recipe when a Salesforce opportunity is Created/Updated, and you rerun that particular job after you make changes to that particular opportun...

Best Practices: Dealing With Searches With Partial Matches

Mon, Jun 26, 2017 at 10:19 AM - Many connectors in Workato support a search object function, but certain applications, such as Freshdesk are only able to search using a partial match. For example, if you search for a company "ABC Inc.", it will give you all the companies that contain the words "ABC" and &qu...

Best Practices: Managing Jobs In Callable Recipe

Sat, Dec 23, 2017 at 9:33 PM - When using a Callable recipe, you should always have your error reporting done in the Parent (calling) recipe, and not in the Child (calling) recipe, especially if your callable recipe is used by multiple recipes. This makes it much easier to debug when you encounter errors in either recipe. ...

How do I prevent two recipes that are triggered based on the same object (one when the object is created and another when it is updated) to trigger off at the same time.

Sat, Dec 23, 2017 at 8:55 PM - Sometimes, we may be surprised to find that two recipes (one with a new record trigger, and the other with an updated record trigger) run at the same time. How can we solve this? If the application has an action that is trigger based on New and Updated, you can use that as the trigg...

Using Lookup table and Try-catch action to manage errors

Fri, Mar 17, 2017 at 2:40 AM - I bet you did not know that Lookup Tables in Workato can be used to manage your errors and give you a better reporting on the unresolved errors. You may have a better way to present the data once you learn the basic ropes. Here is how you can do it: Create a lookup table called Error L...

« Previous
1
2
Next »

Still can't find your solution?

Visit our forums to search for answers, or post your own questions.