Workato Full Embedded

Workato Full Embedded enables our Workato Embedded partner's customers to build and manage their integrations straight out of their product. The Workato platform is embedded in an iframe in the partner’s UI.

Workato embedded in an iframe in ACME ERP

Workato Embedded is an alternative to building an in-house integration or automation solution. By embedding the Workato platform into their UI, Workato Embedded partners and customers have access to all the tools required to build, run, and maintain integrations.

The following describes Workato Embedded's features. For implementation details, read our implementation guide.

In addition, Workato offers the Embedded connection widget, which enables customers to authenticate their applications in their own UI.

Features

Navigation

Because Workato is embedded in the partner UI, partners retain control of the overall user experience, and they can tailor it to their customers' needs. Partners determine which Workato features to include. In the following example, the partner has implemented the Dashboard, Recipes, App connections, and Community pages, in the leftmost menu. They have also provided links to Tools, including Lookup tables and Environment properties.

Navigation and the Workato iframe

The Workato Embedded partner can customize the navigation experience completely by specifying the Workato paths (/recipes) that link to the correct page.

System access

The customer's plan or role (admin, operator, or analyst) determines the pages they can access. See collaborator roles for more details on role-based access control.

Browser navigation

Browser navigation with back and forward buttons load the correct Workato Embedded partner pages and pages embedded in the iframe. New tabs open to the correct page with the vendor URL and path.

Workato Embedded Partner URL and Workato path

Deep linking

Deep linking refers to mapping the Workato Embedded partner's URL to the Workato URL. Mapping ensures that launching the partner's URL simultaneously launches the correct iframe URL. It also ensures that the browser URL can be shared or bookmarked for future use.

In the image below, the URL provided by the vendor is https://acme-erp.com/integration. It is followed by the Workato path /dashboard to direct users to the correct page.

Workato Embedded Partner URL and Workato path

Redirection

When users try to visit https://www.workato.com/ while logged into your app, Workato embedded redirects them to your site to the URL provided. In ACME's example, Workato redirects customers tohttps://acme-erp.com/integration.

Browser support

Workato Embedded is currently supported on all modern and up-to-date browsers, including:

• Google Chrome
• Apple Safari
• Microsoft Edge
• Mozilla Firefox

Workato Embedded availability

If you use Internet Explorer, you must switch to Microsoft Edge or another browser to test Workato Embedded functionality. Workato Embedded is not available on Internet Explorer. We recommend switching to Microsoft Edge if you use Internet Explorer to test Workato Embedded functionality.

Cross-site tracking

Your browser's tracking protection mechanisms may sometimes block the Workato iframe content from loading. To prevent this, configure your browser to allow cookie access in a third-party context.

Select Allow all cookies to allow the Workato iframe to load

Google Chrome

Enable all cookies. Google Chrome blocks third-party cookies in Incognito mode by default. Enable third-party cookies in Incognito mode by going to Settings > Privacy and security > General settings and select Allow all cookies.

Apple Safari

Disable Prevent cross-site tracking in Preferences > Privacy.