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Frequently Asked Questions
Building and Modifying Recipes
Formula Mode Tips and Tricks
Common Use Cases
General Best Practices
Microsoft Dynamics CRM
Scheduler (Previously: Clock)
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Formula Mode Tips & Tricks
Text Manipulation Formulas
Who can build recipes?
Thu, Oct 6, 2016 at 2:17 AM - Anyone! We built the Workato platform to manage integration and automation between apps in the background for you, so you don't need to be well-versed in IT or a programmer to create your own powerful recipes in minutes. If you are familiar with the apps you are connecting, building recip...
Will triggers pick up trigger events more than once?
Mon, Jun 5, 2017 at 1:13 PM - Workato will not pick up the same trigger event more than once. For example, if your recipe is set to trigger when a new invoice is created, it will only trigger once for that particular invoice. Updating the invoice would have no effect on the recipe. However, if your recipe is set to pick up i...
Can I work with multiple apps within a recipe?
Mon, Jun 5, 2017 at 1:25 PM - Absolutely! Each recipe can work with as many unique apps as your use case requires. As you build out your recipe, just select the specific app you would like to integrate, and select the method you want. For example, you can create a single recipe that executes every time there is a new blog ...
How often do recipes check for trigger events?
Wed, Apr 26, 2017 at 2:43 PM - Recipes will poll the app for trigger events the moment it is turned on, and subsequently, every 10 minutes for the community and base plan, and every 5 minutes for Professional and above plans. Tip When you are testing, 10 minutes can seem like a long time! To pick up new inv...
What does "Clear step output" in the Repeat Action do?
Tue, Apr 25, 2017 at 2:03 PM - When using repeat actions in your recipe, you will see an option to Clear step output. The default setting is 'No', which will typically work for most recipes. By setting the Clear step output to 'No', this means that all output in the datatree will be retained...
What's the difference between Search and Get actions?
Mon, Jun 5, 2017 at 1:40 PM - Search actions act like a search engine - pass in the keywords (some actions ask for the exact keywords, some actions ask for partial keywords) and the details of the matching object will be provided to you. If Search actions don't find a matching object, the action will not fai...
What is the scope of the triggers? Does it pick up only my data or for others in the company too?
Mon, Jun 5, 2017 at 1:42 PM - Consumer apps such as Facebook, LinkedIn, Instagram, Feedly, typically pick up trigger events from the user's account. For example, the recipe will be triggered by new posts on the user's Facebook wall and new item in the user's LinkedIn account etc. This is because these apps do ...
How Do I Manually Trigger a Recipe?
Wed, Nov 16, 2016 at 1:48 PM - If you wish for your recipe to only run on command, one way to do so is by simply turning on the recipe when necessary, and then turning it off when it's no longer needed. There are a few things to keep in mind: The recipe should have been started at least once before. ...
App Connections : How do I manage (add/update/delete) my connections?
Mon, Jul 24, 2017 at 9:32 AM - Adding a new connection To add a new connection, you have several options 1. Under your connections page, you can click on "Create a new connection" and you will be brought to a page to choose an app you want to connect to 2. When creating a recipe using the Recipe Wizard, when you ...
What's the difference between Public and Private recipes?
Mon, Jun 5, 2017 at 12:04 PM - A public recipe will be listed when users searches for a recipe with queries that matches your recipe. A private recipe on the other hand, will have a sharing token at the end of the URL, in the format ?st=xxxxxx. This sharing token must be provided in the URL if someone else were to be able to ...
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