I am using the Salesforce Get Report action, but I don't understand how to retrieve the values of each record in my report to map into the next steps in my recipe. The output just gives me this:
Hi Saul,
Thanks for reaching out! You can refer to this sample recipe: https://www.workato.com/recipes/665473-parse-report?st=e36fbc#recipe
To explain:
First, you have to do a repeat action on the Rows, so that you can get the results for every row in the report.
Next, in the fields where you want to input the row values, you must use the following formula:
Columns.where(name: 'column_name').pluck("value").first
Where
Columns is the Columns data pill nested under Rows
column_name is the column name. This must match the column name that shows in the API or the job output.
Send us a ticket, we will try our best to assist you with your problem
Saul Macht
Salesforce Report
I am using the Salesforce Get Report action, but I don't understand how to retrieve the values of each record in my report to map into the next steps in my recipe. The output just gives me this:
Hi Saul,
Thanks for reaching out! You can refer to this sample recipe: https://www.workato.com/recipes/665473-parse-report?st=e36fbc#recipe
To explain:
First, you have to do a repeat action on the Rows, so that you can get the results for every row in the report.
Next, in the fields where you want to input the row values, you must use the following formula:
Columns.where(name: 'column_name').pluck("value").first
Where
Columns is the Columns data pill nested under Rows
column_name is the column name. This must match the column name that shows in the API or the job output.
Patricia Andrea Guevarra
Hi Saul,
Thanks for reaching out! You can refer to this sample recipe: https://www.workato.com/recipes/665473-parse-report?st=e36fbc#recipe
To explain:
First, you have to do a repeat action on the Rows, so that you can get the results for every row in the report.
Next, in the fields where you want to input the row values, you must use the following formula:
Columns.where(name: 'column_name').pluck("value").first
Where
Columns is the Columns data pill nested under Rows
column_name is the column name. This must match the column name that shows in the API or the job output.