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When handling an update do I map all the fields?
Mon, Jun 5, 2017 at 1:48 PM - Question: When I am handling the Update Trigger between QBO and SFDC (or any two apps for that matter), do I just map all of the fields that I want to be affected by the update? The Update Trigger will return all fields for the updated object (for example Invoice) , and if you are creating a...
How can multiple people from my team work on the recipes together?
Mon, Sep 10, 2018 at 4:55 PM - There are three options to allow multiple people from your team to work on recipes together. 1. Using our Team Feature (most recommended) 2. Using individual Workato accounts that share recipe links 3. Using a single Workato account with shared credentials (least recommended) 1. Using ...
How do I connect to Outlook/One Drive?
Mon, Sep 10, 2018 at 3:28 PM - Register your app with Microsoft You will need a work/school account or a Microsoft account. In having that, 1. Go to the Microsoft Application Registration Portal. 2. When prompted, sign in with your account credentials. 3. Find My applications and click Add an app. ...
How to use People Task
Sat, Sep 15, 2018 at 12:08 AM - What is People Task A People Task is, quite simply, a part of a step from a recipe that involves a human action. The people task feature enables the addition of human approval steps within the recipe. Composite tasks requiring human awareness can be directed to an approver, then subsequently...
How to use the "Source List" fields
Tue, Jul 18, 2017 at 1:29 PM - When building actions, you may occasionally see fields with names containing the words "source list". This field is basically a way for you to avoid having to create a repeat action to process a list, and allows you to map pills from a list directly into another list within an object. ...
How to uninstall/delete your integration apps (IA)?
Tue, Jul 25, 2017 at 8:32 AM - Workato offers multiple integration apps installable through multiple platforms such as the Salesforce AppExchange or Infusionsoft Marketplace. In order to uninstall your integration apps, you would need to click on the "Apps" tab as seen below, and click on the app you wish to unins...
Scopes in Custom Actions
Tue, Oct 9, 2018 at 8:41 PM - Scope is a parameter as defined in the OAuth 2.0 standards to enable a client to specify the scope of the access request. The scope parameter allows the application to express the desired scope of the access request. The scope parameter can also be used by the authorization server in the respons...
Where can I find my recipe number?
Mon, Jun 1, 2015 at 3:12 PM - The recipe number is in the URL for the recipe. For example, in the URL below the recipe number is 10359. If you know the recipe number you can type it into the search bar to access it, or enter it in the url as follows: www.workato.com/recipes/10359
Can I connect with multiple instances of the same app in one recipe?
Thu, Jul 7, 2016 at 12:09 PM - We currently support connecting with up to 2 instances of Salesforce and QuickBase in one recipe. Here's how it's done: 1. When you are configuring your recipe, select "Salesforce Secondary" for the second instance. (Or "QuickBase Secondary") ...
How can I set up a HTTP connection to Salesforce?
Fri, Oct 12, 2018 at 1:38 PM - Upon following the below steps, you should be able to successfully set up a HTTP connection to Salesforce. Scenario 1: Salesforce Lightning 1. If you do not have any applications already present, navigate to Platform Tools > Apps > App Manager and click on "New Connected App&q...
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