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Workato University: Introduction To Recipe Building and Troubleshooting

This document provides an introduction to recipe building and troubleshooting in Workato. It discusses designing simple and resilient recipes through defensive building practices and hygiene. Troubleshooting techniques are presented for isolating issues with triggers and actions by reproducing problems and adding components incrementally. Common sources of help for resolving issues are also introduced.

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Herdian Irwanto
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
95 views

Workato University: Introduction To Recipe Building and Troubleshooting

This document provides an introduction to recipe building and troubleshooting in Workato. It discusses designing simple and resilient recipes through defensive building practices and hygiene. Troubleshooting techniques are presented for isolating issues with triggers and actions by reproducing problems and adding components incrementally. Common sources of help for resolving issues are also introduced.

Uploaded by

Herdian Irwanto
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Workato University

Introduction to Recipe Building and Troubleshooting

Workato Proprietary and Confidential 1


By the end of this module, we should

Understand the fundamentals of recipe building


and troubleshooting on Workato.

Workato Proprietary and Confidential 2


Module Overview
1. Useful concepts to start with

2. Designing simple, resilient recipes


a. Defensive recipe building

b. Recipe and kitchen hygiene

3. Troubleshooting: Why isn’t this working?


a. Reproduce the problem

b. Common hiccups, and where to find their solutions

Workato Proprietary and Confidential 3


What we’re automating today

Salesforce
Opportunity
Created
1 Connect to apps

Notify team 2 Build the recipe

3 Troubleshoot errors
Send email
through
Workato

Workato Proprietary and Confidential 4


Building and Troubleshooting Recipes (Basic)
Useful concepts to start with

Workato Proprietary and Confidential 5


Useful concepts to start with

Basic exposure to:

● Connectors
● Recipes
● Datatree, Data pills, Data types
● Triggers
● Actions

Workato Proprietary and Confidential 6


Before we begin
Create a Workato Account (free):
1. Sign up for a free Workato Account: https://www.workato.com/users/sign_up
2. Fill in your mobile number and select either IT or Business.
3. You’ll be brought to a page that will prompt you to choose apps you use. For now,
just click on the workato logo on the top left-hand corner

Salesforce Account Setup (2 mins):


1. Go to https://developer.salesforce.com/signup
2. Fill in your details and submit
3. Go to your email inbox, open the verification email and verify your account

Workato Proprietary and Confidential 7


Building and Troubleshooting Recipes (Basic)
Designing simple, resilient recipes

Workato Proprietary and Confidential 8


We need to design for a lot of uncertainty…
Who What applications and accounts need authenticated Connections?

What What are we precisely trying to achieve?

When When do we trigger, and how do we configure the triggers?

Where are fields mapped between applications? Which actions do we need in order
Where
to build out the full automation?

Why do we need this automation? What happens when something changes? How
Why
else might we automate this?

How How will the end user experience this automation?

Workato Proprietary and Confidential 9


…So we use a structured approach

What + Why Have we elegantly solved the business problem yet?

Trigger Successfully test one trigger event

Actions Successfully test actions by adding them one (or several) at a time

Break it early Future-proof the recipe by stress-testing it

Workato Proprietary and Confidential 10


Building and Troubleshooting Recipes (Basic)
Hygiene practices

Workato Proprietary and Confidential 11


Recipe naming conventions
In cooking

[Experimental Recipe] Caesar Salad with Pickle Sauce

Recipe type [Experimental Recipe]

Recipe name Caesar Salad with Pickle Sauce


In Workato

[Development] Send Email when Salesforce Opportunity is Created

Recipe type Examples include [Development] and [Completed] and [Production]

Recipe name Send Email when Salesforce Opportunity is Created

Workato Proprietary and Confidential 12


Recipe and kitchen hygiene
Recipe

Title Why does this recipe exist?

Description How does it work? How do I use it?

Action comments Hints, especially when something is non-obvious

Job History How can I get more information about many jobs at one glance?
Kitchen

Folders Group recipes meaningfully

Naming conventions Define naming conventions to be manageable in the long term

Workato Proprietary and Confidential 13


Building and Troubleshooting Recipes (Basic)
Basic Trigger Troubleshooting

Workato Proprietary and Confidential 14


To heal symptoms, first find the root cause
Trigger issues Action issues

1) Create a new recipe with the same trigger, but with:


a) Minimal trigger customization (no conditions, and as recent “since/from”
as possible where applicable); and

b) No actions.

2) Successfully retrieve a single event with “Test”.


3) Add trigger customizations one at a time, and repeat testing until the
offending customization is determined.

Workato Proprietary and Confidential 15


Building and Troubleshooting Recipes (Basic)
Basic Action Troubleshooting

Workato Proprietary and Confidential 16


To heal symptoms, first find the root cause
Trigger issues Action issues

1) Create a new recipe for troubleshooting actions:


a) Any reliable trigger, like scheduler (or the failed recipe’s trigger).

b) Retrieve one blank job that we will use for troubleshooting.

2) Identify the actions in the failing recipe that we want to troubleshoot.


3) Add them one at a time to the new recipe, rerun the job we created
for troubleshooting, and repeat until the offending action is isolated.

Workato Proprietary and Confidential 17


Building and Troubleshooting Recipes (Basic)
Making use of common solutions

Workato Proprietary and Confidential 18


Common hiccups, and where to find solutions

Tutorials Solution Articles

https://support.workato.com Forums Expert Hour

Product Hour Product Updates

Workato Proprietary and Confidential 19


End
Introduction to Recipe Building and Troubleshooting

Workato Proprietary and Confidential 20

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