do we have any interface for users in Workato, we can create screens and buttons which user press and recipe execute
there is a feature called Workato Web Apps that can be used for end user access to run jobs. We use this for various different things, some for user interfacing and others for verification or tasks
Thank you so much
they arenβt super easy to setup but after using them for a while i've gotten the hang of it
I need to import excel file manually by user to store into data table
Hi ajayjain, workflow apps is the way or you can build an API to get the attachments into the recipe.. either the optionsβ¦ Note: Excel file canβt be accessed directly in the recipe after receiving, you need to use SQL Transformaitons by Workato application to convert it to CSV and PARSE CSV and then load into DataTable. this is common after receiving into recipe from trigger.
Look at below recipe where we are using Workflow apps for approval along with csv import. app.workato.com/recipes/83706227?st=β¦
Hi ajayjain Yes, this is possible with Workato. I would recommend looking into Workato Workflow Apps. Workflow Apps allow you to create a user-friendly interface where users can: Upload an Excel or CSV file. Click a button to trigger a Workato recipe. Execute the data import process. View the execution status and import results. You can then build a recipe that processes the uploaded file, validates the data, and inserts the records into a Workato Data Table. One possible architecture would be: Workflow App β Recipe β Excel Parsing β Data Validation β Data Table Import β Execution Results
Thank you Fra, looks like I dont have permissions for Worklow app, will check with admin
Your's currently workato plan doesn't have access to Workflow apps,
then try with creating an API and provide the API details to respective team
Also, I can suggest go with sending email, if they have any automate process or scripting. In workato you can listen for new emails with respective subject.
ajayjain Another possible workaround would be to create a simple custom HTML page with an "Upload & Import" button and connect it to Workato through an API endpoint. Users could upload their Excel files directly through the page, which would trigger the Workato recipe to process and import the data into the Data Table. This would require a small frontend and a secure backend to handle authentication and API calls, but it could be a good alternative if Workflow Apps are not available in your current plan.
good idea, integrating with MS Dynamics business central data import and transformation will be done in Workato before sending to business central Thank you
