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
What is a Recipe? - Components of a recipe in Workato
Thu, Jul 27, 2017 at 9:47 AM - Welcome to Workato's Recipe Basics series! After following this series of articles, you should have a better understanding of how Workato works! Let's get started! A Recipe is basically what Workato calls our integration workflows! With a recipe, you can determine how you...
Creating and copying recipes
Mon, Jul 31, 2017 at 9:14 AM - Creating a Recipe from Scratch You can create a recipe from scratch very easily. 1) On the home page (accessible by clicking on the Workato logo on the top left), click on the "Create Recipe" button. We'll get more into the recipe creation process in another article. ...
Understanding the Recipe Trigger
Thu, Jul 27, 2017 at 11:37 AM - What is a Trigger? A Trigger in Workato is basically an event which a recipe will be "listening out" for. This means that the recipe will only "react" and start when the specified event has occurred, and start the recipe. Each Trigger has 2 basic elements; The Applicatio...
App Connections - How do I connect to Apps? Why do I need it?
Thu, Jul 27, 2017 at 11:00 AM - Most apps require that you are connected to them before you can exchange information with them. Notable exceptions are internal workato applications such as the Scheduler and Email app. You may not see all the information for the recipes if you are not connected - such as trigger event...
Understanding the Trigger: "From/Since" field
Thu, Jul 27, 2017 at 11:30 AM - What is the From/since Parameter? The "From/since" field allows your recipe to go back in time to pick up history objects that meets the trigger condition up until the present time and move on from there. This means that if you set it to "an hour ago", it will pick up ...
Polling Cycles - When Exactly Are Recipes Triggered?
Thu, Jul 27, 2017 at 11:41 AM - How often does my recipe trigger? This depends on the type of trigger you have set up. There are currently 3 main types of triggers. Polling, Real-time and Scheduler. 1. Polling Polling basically means that the recipe will go into your app to look for jobs at set intervals (po...
Thu, Jul 27, 2017 at 12:07 PM - What is an Action in Workato? An action is basically a task that will be performed in a recipe after a job is picked up by the trigger. In essence, the simplest recipe will contain the trigger and at least one action. Much like the trigger, an action requires you to choose an application which ...
Understanding App Data and Field Mapping
Thu, Jul 27, 2017 at 1:26 PM - What is field mapping? Field mapping, in essence, is the process of determining what data you want to move into a particular field. In Workato, field mapping can be easily done using the "drag and drop" method. When you are building a recipe in Workato, you will notice that the ...
Trigger FIlters - How to reduce Transaction Count
Thu, Jun 29, 2017 at 12:06 PM - Trigger filters allows you to choose which jobs you want the recipe to pick up by setting a condition to filter out jobs that you don't want to process. How to set up a Trigger Condition In most triggers, you will see a trigger filter section at the bottom of the UI. Simply click ...
Understanding Recipe Actions: The types of actions available
Thu, Jul 27, 2017 at 1:32 PM - In Workato, Actions specify what you want the recipe should do when the trigger fires. More often than not, business scenarios involve multiple steps. We built Workato to allow you to model your complex business scenario the way it is. Workato currently supports 6 types of action...
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