Formula Mode Tips and Tricks : 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 Workbot for Slack Box Callable Recipes Concur Dropbox Eventbrite Evernote Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite People Task Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) ServiceNow Shopify SurveyMonkey Utilities Watson Tone Analyzer Xero Zendesk Intercom Workday Amazon S3

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 Arithmetic Formulas Text Manipulation Formulas

☰ Categories

List of common formulas (operators) and how to use them

Thu, Aug 29, 2019 at 5:40 AM - If you are new to formula mode, please click here to understand what it is and how to use it. Operator Explanation (scenario) Examples Output ago Goes back a specified period of time, with the base time as server time when j...

How do i make use of formulas to process arrays/lists?

Thu, Jul 20, 2017 at 9:13 AM - When you have a List (a type of Array) returned to you, you may only want specific sets of information. For example, the image below shows the step output for a search accounts action. Here, a List of Account objects is returned containing all of the fields displayed under it (Name, Sub accou...

How do I keep track of what my Formula does?

Thu, Jul 20, 2017 at 9:13 AM - After writing lengthy and complicated formula in our data fields, we may forget what the entire formula represents. This means that would have to spend time tracing and understanding the formula again, and recall the contextual significance. Furthermore,if can be very difficult for another user ...

How Do I Mix Conditional 'If's (AND and OR)?

Thu, Jul 20, 2017 at 9:13 AM - Workato recipes regularly contain compound conditional actions of the same type ('If X and Y and Z' or 'If X or Y or Z'). But how do we mix different conditional actions ('If X and [Y or Z]')? While conditional actions must be of the same type, we can effect...

How to effectively query information in Google Sheets? (using where and pluck functions)

Sat, Dec 23, 2017 at 9:36 PM - Using pluck and where functions in formula mode, you can pinpoint and retrieve the data from any cell(s) in google sheets. Let's start with a list of companies in a google sheets. By using the Search Query field in the Search for Rows action in Google sheets, we can retrieve...

Advanced Recipe Building: Setting up custom configuration parameters

Wed, Mar 6, 2019 at 8:17 AM - Configuration parameters are useful when you run complicated recipes that you do not wish others to touch the logic on. It's like having switches on a complicated curcuit. Allowing choices to be made without messing around with the recipe. Setting Configurations parameters up are fairly...

How to combine array elements into a single string - format_map

Thu, Jan 25, 2018 at 11:43 AM - Sometimes in Workato, you may have an array that you want to combine into a single string to move it to a field. For example, you've run a search in google sheets using a query which has given you multiple results, and you want to send that entire list via email. If you were to use the repe...

Thu, Jul 20, 2017 at 9:13 AM - What is Regular Expression (Regex) Regex is a sequence of symbols and characters expressing a string or pattern to be searched for within a longer piece of text. You may use it to extract a US phone number, an address, or any information that follows a constant pattern in the body of text. Here...

Converting File Types: Unix LF and Windows CRLF (or Vice Versa)

Wed, Dec 5, 2018 at 7:50 PM - The term CRLF refers to Carriage Return (ASCII 13, \r) Line Feed (ASCII 10, \n).For example: in Windows both a CR and LF are required to note the end of a line, whereas in Linux/UNIX an LF (\n) is only required. Files can be converted from one to another using the .gsub formula. If you are ...

Still can't find your solution?

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