Return to Workato
Enter your search term here...
Frequently Asked Questions
Account and Billing Enquiries
Glossary of terms
Building and Modifying Recipes
Formula Mode Tips and Tricks
Common Use Cases
General Best Practices
Workbot for Slack
Microsoft Dynamics CRM
Scheduler (Previously: Clock)
Watson Tone Analyzer
Partners & Developers
Video: Tutorial Series
Raiser's Edge NXT
Workbot for Slack
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
Fri, Jul 28, 2017 at 12:30 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 ...
Still can't find your solution?
Visit our forums
to search for answers, or post your own questions.
Workato 2018 © |
+1 (844) GO-WORKATO
Return to Workato