Viewing the Details of a Workato Recipe

Unifyr Support
Unifyr Support
  • Updated

A Recipe defines the workflow that extracts and transfers data records between Unifyr and a connected application.

To view the details of a recipe, go to one of these locations in the Projects tab of   > Settings > Integrations > iPaaS:

  • Assets > Recipes - this is a list of all Recipes available for use

    admin_integrations_workato_assets_recipes.png

  • Projects > supplier-specific project, e.g. ZiftONE to Salesforce > data type, e.g. Deals & Opportunities - this shows the Recipes being used to extract and transfer this type of data in this particular integration project

    admin_integrations_workato_project_recipes.png

For full information about the contents of a recipe, and how they work, see the Workato Platform documentation.

Click on a Recipe to display its detail. The information is listed in five tabs:

  • Recipe
  • Jobs
  • Connections
  • Versions
  • About
Recipe Jobs Connections Versions About

The configuration of the Recipe.

The Recipe is either a single standalone piece, or is set up in a Parent-Child relationship. The configuration differs between Parent and Child recipes:

  • Parent - the configuration usually defines the records that will be pulled, i.e. those that have changed since the last sync:

    • The object being synced in the target app
    • The fields to be retrieved
    • The SOQL query that’s identifying and filtering the data - click on the Trigger that identifies the condition to watch for (e.g. New/updated accounts in Salesforce). In the details of the trigger, view the SOQL WHERE clause that states the configured criteria.

    admin_integrations_workato_projects_recipe_recipe_parent.png

  • Child (or standalone) - the configuration defines the workflow for the Recipe:

    • Triggers and Actions
    • Conditional steps that check for things like missing or invalid values
    • Field mappings for data sync - click on a Create or Update step in the recipe to view the mappings being used

    Click in any of the steps to see the granular details of each.

    admin_integrations_workato_projects_recipe_recipe_child.png

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