Building and Modifying Recipes : 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

Building Recipes: Indented Actions

Fri, Jul 28, 2017 at 12:19 PM - Indentation is very important and should be taken notice of when you create recipes. If your indentation is incorrect, your recipe logic will eventually go wrong as well Indentation is relevant when you have a Conditional Action or a Repeat Action. You need to define what are the actions th...

Building Recipes: Handling Custom fields in applications

Mon, Jan 31, 2022 at 11:17 PM - One of the biggest strengths of Workato is in handling App customizations. Users of Salesforce, for example, customize extensively. Other apps, such as QuickBooks, Xero, InfusionSoft, Eventbrite, Zendesk are also customized by users. The great thing is that Workato is able to recognize these c...

Building Recipes: Why is my app data incomplete or lacking in sample data?

Fri, Jul 28, 2017 at 12:39 PM - Datatrees should possess sample data from your connected app's database, as shown below in italics, to provide a better sense of what the data looks like. In some cases, sample data will be lacking or the datatree is incomplete (i.e. some of your fields in your app don't show u...

Building Recipes: Testing your recipe

Fri, Jul 28, 2017 at 12:51 PM - Workato allows you to run your recipe for one record for a test, so take a single trigger event for a spin through your recipe logic! Why is testing your recipe good practice? Simply put, you don't want to mess your system up! Many times, a recipe can be incredibly complicated, and ju...

Building Recipes: Custom job reports

Sun, Apr 1, 2018 at 11:00 PM - Sometimes when you look at your Job History view, the description looks like gibberish. and you can't understand what it means! However, you now can create your own custom job reports, to show important information that was processed in each job. How to customise your own job report ...

Building Recipes: Deleting a recipe

Mon, Jun 5, 2017 at 10:10 AM - Do note that deleting a recipe will result in it being lost permanently. Also note that a recipe must be stopped in order to be deleted. To delete a recipe, locate the "delete" button as shown below. A dialog will ask to confirm if you want to delete the recipe. Once you click ...

Building Recipes: Working with Attachments in Workato

Fri, Dec 2, 2016 at 11:47 AM - File content vs File from URL There are two general ways Workato handles uploading attachments: uploading file content and uploading file from URL. 1. Uploading file content This type of action allows you to upload plain text file content as a file. 2. Uploading file ...

Building Recipes: Refreshing Schema

Mon, Jun 5, 2017 at 10:15 AM - Sometimes in your apps, you have to make changes. For example, you may remove columns from a Google Sheets sheet that is connected to a recipe, or adding a Salesforce custom field to one of your objects. In order to be able to see these newly added/removed fields into existing recipes which us...

Building Recipes: Different Types of Field Mappings

Fri, Dec 2, 2016 at 11:45 AM - In this article, we will introduce 4 different types of field mappings: Static Dynamic Combination Formula 1. Static This would mean that a fixed value is being placed into the field without retri...

Cloned Recipes: How to find a public recipe that suits your needs

Fri, Dec 2, 2016 at 11:32 AM - How to find a recipe that suits you: Finding a recipe on Workato is extremely easy. Just click on the "Browse Apps & Recipes " button on the top menu, and you'll be brought to our Recipe Library as shown below: To search for the recipe you want, all ...

« Previous
1
2
Next »

Still can't find your solution?

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