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SQL Server

  • Introduction
  • Product notifications
  • Concepts
  • Connecting apps
  • Building recipes
    • Triggers
      • Polling triggers
      • Real-time triggers
      • Scheduled triggers
      • Single triggers
      • Batch triggers
      • Since/from
      • Trigger conditions
    • Steps
      • Action step
      • Conditional step
      • Repeat step
      • Call recipe step
      • Stop step
      • Action with error handler step
    • Actions
      • Create action
      • Update action
      • Search action
      • Get action
      • Upsert action
      • Delete action
    • IF conditions
    • Data pills and mapping
      • Data types
      • Type conversion
      • Preview data
      • Fields mapping
      • Group data mapping
      • Data transformation
    • Recipe building best practices
    • Error handling best practices
    • Version management
  • Running recipes
    • Test, start and stop recipe
      • Test mode
      • Start recipe
      • Stop recipe
    • Jobs
      • Jobs report
      • Custom jobs report
      • Job status
      • Job details screen
      • Rerun jobs
    • Tasks
    • Rerun job
      • Cached trigger data
      • Job rerun history
      • Common scenarios for rerunning jobs
    • RecipeOps
      • Connection setup
      • New failed job trigger
      • Recipe stopped by Workato trigger
      • Get account details action
      • Get recipe details action
      • List jobs created by recipe action
      • List recipes action
      • Start recipe action
      • Stop recipe action
  • Troubleshooting
    • Job debug tracing
    • Error notification emails
    • Recipe design errors
      • Missing required fields
      • Formula errors
      • Invalid datapills
      • App connection errors
    • Recipe logic errors
      • Inaccurate step indentations
      • Inaccurate list management
      • Infinite looping
      • Unexpected trigger events
      • Missing trigger events
    • Job errors
      • Trigger errors
      • Formula errors
      • Missing required fields
      • Timeouts
      • Non-matching datatypes
      • 401 unauthorized
      • 403 forbidden
      • 404 not found
      • 422 unprocessable entity
      • 500 internal server error
    • Formula errors
    • Infinite loops
    • Deduplication
    • Rate limiting
  • Data types and formulas
    • Formula mode
      • Filter formulas by data type
      • Formula hints and syntax
      • Text mode VS formula mode
      • Ternary condition
    • String formulas
    • Number formulas
    • Date formulas
    • List formulas
    • Other formulas
    • Complex data types
  • Tools
  • Files and attachments
    • Handling CSV
    • Handling JSON
    • Handling XML
    • Handling SOAP
    • Handling YAML
    • Handling binary files
    • File streaming
    • Compress files
    • Encrypt & decrypt files
  • Batch processing
    • Batch triggers
    • Batch actions
    • Maximize data throughput
  • Teams and collaboration
    • Role-based access
    • Tracking changes from team collaborators
    • Single sign on
      • Okta SSO
      • OneLogin SSO
      • Workato SSO settings
      • Logging into SAML-enabled team
    • SAML Just-In-Time provisioning
      • Configuring JIT provisioning for custom roles
  • People Task by Workato
    • Administrators
      • Customize subdomain
      • Invite participants
    • Example recipe
    • Participants
      • Approver view
      • Approving tasks
  • Recipe lifecycle management
    • Planning for lifecycle management
    • Exporting: Packaging recipes and dependencies
    • Importing: Deployment
    • Working with external source control systems
  • On-prem connectivity
    • On-prem group
      • Create a group
      • Add agent to a group
      • Status of a group
      • Common configuration for agents
    • On-prem agent
      • Setup agent
      • Run agent
      • Upgrade agent
      • Profiles
      • On-prem connections
      • Password encryption
      • Proxy server
      • Logging
      • Extensions
  • Key features
    • Workato Dashboard
    • Activity audit log
    • Scheduler
    • Secondary connectors
    • Lookup tables
      • Setup
      • Add entry action
      • Lookup entry action
      • Search entry action
      • Lookup table formulas
      • Table limits
    • Message template
      • Variables
      • Sections
      • Comments
      • Partials
      • Using templates in recipes
    • Callable recipes
      • Walk-through
      • New call for recipe trigger
      • Call recipe actions
      • Return response from recipe action
      • Callable recipe as a REST endpoint
      • Setting up callable recipes to handle raw content
    • Account properties
    • Utility
    • Variables
    • Data masking
    • Single Sign-On (SSO)
    • List management
      • Example list setup
      • Use datapills from list without repeat step
      • Use datapills from list in input list
      • Use datapills from list with repeat step
      • Fixed & Dynamic lists
      • Common repeat step mistakes
      • List connector
    • Collection by Workato
    • Data retention
    • Job history replication
    • Common data model
    • API Platform
  • Workbot for Slack
    • Slack vs Workbot
    • Workbot for Slack setup
    • Using Workbot for Slack
    • Block kit
    • Workbot triggers
      • New message action
      • New command
      • New event
      • New URL mention
      • New dynamic menu event
    • Workbot actions
      • Post command reply
      • Post message
      • Post notifications
      • Return menu options
      • Upload file
    • Workbot basics
      • Workbot basics: Commands
      • Workbot basics: Command reply
    • Workbot advanced topics
      • Using Dialogs with Workbot
      • Dynamic menus in dialogs
      • Updating messages
      • Workbot message menus
      • Workbot buttons
      • Workbot personal connections
      • Workbot troubleshooting
      • Workbot slash commands
        • Configuring slash commands
        • Legacy slash commands
      • Custom Workbots
        • Custom Workbot vs Legacy slash commands
  • Workbot for MS Teams
    • Using Workbot for MS Teams
    • Getting started
    • Workbot triggers
    • Workbot actions
    • Workbot buttons task modules & pick lists
  • Workbot for Workplace
    • Getting started
    • Using Workbot for Workplace
    • Workbot triggers
    • Workbot actions
  • API Platform
    • API Collections and Endpoint Management
    • API Access Policies
    • Managing API Clients and Access Profiles
      • Access Tokens
    • Calling APIs
    • Setting up endpoints to handle raw content
    • Security Best Practices for APIs
  • Connectors
    • Active Directory
      • Connection setup
      • Search entries
      • Add entry
      • Update entry
      • New entry trigger
      • New/updated entry trigger
      • Scheduled entry search trigger
    • ADP Workforce Now
      • Connection setup
      • Scheduled worker search
    • Analytics Cloud (Wave Analytics)
    • Amazon S3
      • Connection setup
      • New/updated CSV file trigger
      • New file trigger
      • Upload file action
      • Download file action
      • List files action
      • Rename file action
      • Move file action
      • Delete file action
      • Create bucket action
    • AWS Lambda
      • Output schema definition
      • JSON output definition
      • Primitive output definition
    • Box
      • Connection setup
      • New file trigger
      • New CSV file trigger
      • Search files action
      • Download file action
      • Upload file action
    • Coupa
      • Introduction
      • Object actions
      • Object triggers
      • Purchase order actions
      • Supplier actions
      • Integration actions
    • Dialogflow
    • DocuSign
      • Connection setup
    • Dropbox
      • Connection setup
      • New/updated file trigger
      • New/updated CSV trigger
      • Search files action
      • Upload file contents action
    • Freshdesk
      • Connection setup
    • Gmail
    • Google Drive
      • Connection setup
      • New file or folder trigger
      • Create folder action
      • Download file action
      • Rename/move file or folder action
      • Search files or folders action
      • Upload file action
    • Google Sheets
      • Connection setup
      • New row trigger
      • New/updated row trigger
      • Add row action
      • Add rows in bulk action
      • Search rows action
      • Update row action
      • Search rows using query action
      • Update row using row ID action
    • Google Speech-to-Text
      • Connection setup
      • Convert short speech to text action
    • Google Text-to-Speech
      • Connection setup
      • Convert text to speech action
    • Google Translate
      • Connection setup
      • Translate text action
    • Google Vision
      • Connection setup
      • Read text from image
    • HTTP
    • Intacct
      • Connection setup
    • JDBC
      • Connection setup
      • Select actions
      • Insert actions
      • Update actions
      • Delete actions
      • Run custom SQL action
      • New row trigger
      • Scheduled query trigger
    • Jira
      • Connection setup
      • Create issue action
      • Get issue action
      • Search issues action
      • Update issue action
      • Search assignable user action
      • Assign user to issue action
      • Download attachment action
      • Upload attachment action
      • Create comment action
      • Get issue comments action
      • Update comment action
      • Create user action
      • Get user details action
      • Using Jira real-time triggers
      • New/updated issue (real-time) trigger
      • New issue trigger
      • Updated issue trigger
      • New project trigger
      • New/updated comment (real-time) trigger
      • New/updated worklog (real-time) trigger
    • Java messaging service
      • Connection setup
      • New message trigger
      • Publish message action
    • Mapper by Workato
      • Connection setup
      • Map to object action
    • Microsoft Dynamics CRM
      • Cloud connection setup
      • On-premise connection setup
      • Cached picklist lookups
    • MySQL
      • Connection setup
      • Select actions
      • Insert actions
      • Update actions
      • Upsert actions
      • Delete actions
      • Run custom SQL action
      • New row trigger
      • New/updated row trigger
      • Scheduled query trigger
    • NetSuite
      • Connection setup
      • Classification record trigger
      • New record trigger
      • New/updated record trigger
      • New records batch trigger
      • New/updated records batch trigger
      • New saved search trigger
      • New/updated saved search trigger
      • Create record action
      • Create records in bulk action
      • Search standard records action
      • Search custom records action
      • Update record action
      • Update records in bulk action
      • Upsert records in bulk action
    • On-prem command-line scripts
      • Setup and connection
      • Execute command-line script action
    • On-prem files
      • Connection setup
      • New file trigger
      • New CSV file trigger
      • New CSV line trigger
      • New CSV lines trigger
      • Upload file action
      • Download file action
      • Move file action
      • Rename file action
      • List files in folder action
      • Append CSV line action
    • Oracle
      • Introduction
      • New row trigger
      • New/updated row trigger
      • Select actions
      • Insert actions
      • Update actions
      • Upsert actions
      • Delete actions
      • Run custom SQL action
      • Execute stored procedure
      • Best Practices
      • Use cases
      • Troubleshooting
    • Oracle EBS
      • Connection setup
    • Outlook
      • Connection setup
      • New email trigger
    • People Task by Workato
      • Admin setup
      • Recipe configuration
      • Task approvals
    • PlanGrid
      • Connection setup
      • Objects supported on PlanGrid
      • Objects actions on PlanGrid
      • Objects triggers on PlanGrid
    • PostgreSQL
      • Connection setup
      • Select actions
      • Insert actions
      • Update actions
      • Delete actions
      • Run custom SQL action
      • New row trigger
      • New/updated row trigger
    • PubSub by Workato
      • Connection setup
      • Topics management
      • New message trigger
      • Publish message action
    • Quick Base
      • Connection setup
      • Bulk import from CSV action
    • QuickBooks Online
      • Connection setup
    • RecipeOps by Workato
      • Connection setup
      • New failed job trigger
      • Recipe stopped by Workato trigger
      • Get account details action
      • Get recipe details action
      • List jobs created by recipe action
      • List recipes action
      • Start recipe action
      • Stop recipe action
    • Redshift
      • Connection setup
      • Select actions
      • Insert actions
      • Update actions
      • Upsert actions
      • Delete actions
      • New row trigger
      • New/updated row trigger
    • Salesforce
      • Connection setup
      • Real-time trigger setup
      • Object triggers
      • Handling attachments
      • Using SOQL
      • Bulk data imports
      • Batch create/update
    • SAP
      • Connection setup
      • New IDoc trigger
      • Send IDoc action
      • Check IDoc status action
      • Run RFC action
    • SAP Concur
      • New expense report trigger
    • ServiceNow
      • Connection setup
      • New record trigger
      • New/updated record trigger
      • Search records action
      • Create record actions
      • Update record actions
    • SFTP
      • New/updated file trigger
      • New/updated CSV file trigger
      • Create folder
      • List directory
      • Get file information
      • Upload file
      • Download file
      • Rename file
      • Remove file
    • SharePoint
      • Connection setup
    • Slack
      • Triggers
        • New event trigger (real-time)
        • Button click (real-time)
      • Actions
        • Post message actions
        • Respond to button click actions
        • Invite user to channel actions
        • Invite user to group actions
        • Archive channel actions
        • Unarchive channel actions
        • Create channel actions
        • Set channel purpose actions
        • Set channel topic actions
      • Slack vs Workbot
      • Message buttons
      • Message threads
      • Custom OAuth profiles
    • Snowflake
      • Connection setup
      • Select actions
      • Insert actions
      • Update actions
      • Delete actions
      • Run custom SQL action
      • Bulk load from Amazon S3
      • New row trigger
      • New/updated row trigger
    • Splunk
    • SQL Server
      • Introduction
      • New row trigger
      • New/updated row trigger
      • Select actions
      • Insert actions
      • Update actions
      • Upsert actions
      • Delete actions
      • Run custom SQL action
      • Execute stored procedure
      • Best Practices
      • Use cases
      • Troubleshooting
    • SurveyMonkey
    • Webhooks
      • Setup using wizard
      • Configuration options
      • Debug common errors
    • Workday
      • Connection setup
      • Scheduled report
      • Get report
      • Call operation
      • Get custom object
      • Create/update custom object
      • Report-as-a-Service
    • Workday REST
      • Connection setup
      • New worker
      • Get worker by ID
      • Search workers
      • Create a job change
      • Get inbox task(s)
      • Approve/reject inbox task
    • Wrike
      • Connection setup
      • New comment trigger
      • New/updated folder trigger
      • New/updated project trigger
      • New/updated timelog trigger
      • Create comment action
      • Create folder action
      • Create project action
      • Create task action
      • Create timelog action
      • Copy folder action
      • Copy project ation
      • Get folder by ID action
      • Get task by ID action
      • Search folders action
      • Search projects action
      • Search tasks action
      • Search timelogs action
      • Update folder action
      • Update project action
      • Update task action
      • Update timelog action
    • Zendesk
      • Connection setup
      • Triggers
        • New ticket trigger
        • New/updated ticket trigger
        • New user trigger
        • New/updated user trigger
        • New organization trigger
        • New/updated organization trigger
      • Create actions
        • Create ticket
        • Create user
        • Create organization
        • Create organization membership
        • Create custom object record
        • Create relationship record
      • Get actions
        • Search tickets
        • Get list of tickets by external ID
        • Get ticket details by ID
        • Get comments for ticket
        • Search users
        • Get user details by ID
        • List user identities
        • Search organizations
        • Search organization member
        • Get organization by external ID
        • Get organization details by ID
        • Get list of custom object records by external ID
        • Get custom object record by ID
        • Get relationship records
      • Update actions
        • Update ticket
        • Bulk update tickets
        • Solve ticket
        • Update user
        • Update organization
        • Update custom object record
      • Delete actions
        • Delete ticket
        • Delete custom object record by ID
        • Delete relationship record by ID
      • Ticket fields
      • User fields
      • Organization fields
      • Zendesk custom objects
  • Developing connectors
    • Custom actions
    • Registering new client
    • HTTP vs SDK
    • HTTP connector
      • Connection setup
      • Building a HTTP trigger
      • Building a HTTP action
    • HTTP connector (deprecated)
      • OAuth2 connection setup (deprecated)
      • Example: Eventbrite OAuth2
      • Non-OAuth2 connection setup (deprecated)
      • Example: Jira basic auth
      • Webhook triggers
      • Example: New Eventbrite order
      • HTTP actions (deprecated)
      • Example: Get Eventbrite order
      • Example: Create Jira project
  • Connector SDK
    • Platform Quick start
    • Overview
    • Walkthrough - Building your first connector!
    • Data Format
      • JSON
      • XML
      • Multipart Form
      • URL Encoded Form
    • Authentication
      • Basic Authentication
      • Header Authentication
      • OAuth 2.0
      • Custom Authentication
      • Testing your connection
      • Defining a base URI
      • On premises connections
    • Actions
    • Triggers
      • Polling triggers
      • Static Webhook triggers
      • Dynamic Webhook triggers
    • HTTP requests
    • Object definitions
    • Object definitions - Picklists
    • Object definitions - Toggle fields
    • Object definitions - Config fields
    • Methods
    • Error handling
    • Best Practices
      • General best practices
      • Block specific best practices
        • Connection block
        • Test block
        • Object definitions block
        • Actions block
        • Triggers block
        • Sample output block
        • Error handling
      • Usability and testing best practices
    • Advanced connector guide
      • Connector planning
      • Architecture
      • Actions
      • Triggers
      • Common code patterns
      • Usability rules
    • Examples
  • Custom OAuth profiles
    • Slack & Workbot for Slack
  • Workato API
    • Connector API
      • List Connector Metadata
    • Connections API
      • List Connections
    • Jobs API
      • List jobs from a recipe
    • Managed Users API
      • Create new OEM customer
      • Get customer account
      • Upgrading a customer account
      • Downgrading a customer account
      • Add member to OEM customer account
      • Remove member from customer account
      • Get list of customer connections
    • Recipes API
      • Get recipe details
      • Create recipe
      • Update recipe
      • List recipes
      • Search public recipes
      • Start recipe
      • Stop recipe
      • Delete recipe
    • Users
      • Get user details
    • Recipe lifecycle management
      • Export package
      • Import package
      • Get package by ID
      • Download package
  • Security
    • IP whitelists
    • Two-factor authentication
    • Data protection
      • Data retention
      • Encryption key management
        • Key rotation
  • Product Updates
  • Contact us

SQL Server

SQL Server documentation contains the following chapters:

  • Introduction
  • New row trigger
  • New/updated row trigger
  • Select actions
  • Insert actions
  • Upsert actions
  • Delete actions
  • Run custom SQL action
  • Execute stored procedure
  • Best practices
  • Use cases
  • Troubleshooting

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