Action on table row selection

The Run recipe (Beta) action enables you to retrieve or modify data in a third-party application and return it to your Workflow app dynamically when a table row is selected in an app. This allows you to sync data between external systems and your Workflow app in real-time.

LIMITED ACCESS

The Run recipe (Beta) action is a limited access release. Limited access features are those that have passed the development phase and are now ready for customer use. Our goal is to gather your input to ensure their reliable release in upcoming enhancements.

During the limited access release, Workato may update its functionality or change its availability to customers without prior notice.

Configure a Run recipe action on table row selection

Configuring a Run recipe action on table row selection involves the following steps:

1. Enable action on table row selection
2. Configure a recipe to retrieve or modify data in an external app
3. Surface recipe data in page components

Enable action on table row selection

Complete the following steps to enable a Recipe run action on table row selection:

1

Create a new Workflow app or select an existing one.

2

Select a table component and go to the Action panel. The action's Trigger event is pre-selected as Row is active.

3

Use the Action drop-down menu to select Run recipe (Beta).

4

Use the Recipe drop-down menu to click Create recipe. This opens the Set up your recipe page in a new tab.

Action on table row selection setup

Configure a recipe to retrieve or modify data in an external app

1

Enter a unique Name for this recipe.

2

Use the Location drop-down menu to ensure the recipe is in the same folder as your app page.

3

Click Start building.

Workato generates a recipe pre-configured with the New component event (real-time) trigger and the Return data to component action:

Recipe outline

4

Modify the New component event trigger

Complete the following steps to modify the trigger:

1

Select the New component event trigger.

2

Go to the Setup tab.

The setup tab displays recipe input and output parameters which can be used to receive data from and return data to your page.

3

Go to Input parameters and click Add input parameters.

4

Define the page data to use in your recipe. You must provide the Name, Label, Data type, and Optional status for each input parameter.

Configure input parameters

5

Go to Output schema and click Add field.

6

Define the recipe output you plan to return to your page. You must provide the Name, Label, Data type, and Optional status for each output parameter.

Configure the output schema

5

Configure an action in an app

Complete the following steps to configure one or more action in an app steps to retrieve or modify data from an external system:

1

Click Step 2.

2

Search for and select an app and action.

3

Configure the action based on your requirements.

4

Map in input parameters to the action as necessary. For example, you can user input, such as an Account name to search for accounts in an external system and return relevant data to your page.

5

Add additional steps as required.

6

Modify the Return data to component action

Complete the following steps to return recipe data to your app:

1

Select the Return data to component action.

2

Use the Consider this action as successful? drop-down to define whether the action completed successfully.

3

Go to the output section and map in recipe data to the provided output fields. This output matches the output fields defined in the New component event trigger.

Return data to component

4

Click Save and Exit.

Surface recipe data in page components

Complete the following steps to surface recipe data in page components:

1

Return to the page editor and select a table component.

2

Create and map a variable into a page component

1

Go to the Design panel and select + Add variable.

2

Enter the variable Name, Data type, and Default value as required. Variable data types must match the data type specified in the trigger output parameters. Refer to Create a variable for more information.

Add a variable

3

Create additional variables as required.

4

Select a component where you plan to display the variable, such as a text block, and go to the Content panel.

5

Use the Page data modal to map in a variable.

Map a variable

3

Define recipe input parameters

1

Select a table component.

2

Go to the Action panel.

3

Go to Recipe input parameters.

4

Use the Page data modal to map in page component data. For example, you can map in user input, such as an Account name to use it to search for account data in an external system.

Define recipe input parameters

4

Use recipe output to set variable values

1

Select a table component.

2

Go to the Action panel.

3

Go to Recipe output to set value and click + Add item.

4

Use the Recipe output drop-down menu to select recipe output.

5

Use the Set value for drop-down menu to select a page component or variable to set the value for. Refer to Populate a variable using recipe output to for more information.

Populate variable values with recipe output

5

Click Save.