In this article we will describe the process for creating a simple workflow from scratch.
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If you have never set up a workflow before we encourage you to follow the steps in this guide to create a simple workflow with the Test app. Since the Test application just uses dummy data there is no risk involved.
To do so:
Add the Test application to your account, as shown previously in step 1.
The Test app does not require any API credentials to be entered - simply add it to your account.Then proceed to create a new workflow from scratch, and copy the steps shown in this article.
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Select the app(s) to use in the workflow
When you select choose to create a workflow from scratch you will be presented with the following view, where you can choose select the apps to use in the workflow:
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If you click each of the blocks you will see the available block settings (under the “Working Area” tab) for each block, which lets you to customize how the block functions. Some of these settings are marked as required information , with a red *.
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Configure the following settings:
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Please note that the Mapper block is currently a work in progress, so you can expect the Mapper block to gain more features and improve going forward. |
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When we click on Map Model, the Mapper block will ask the source and target blocks to give examples of the kind of data they use. The mapper block will use this information to dynamically construct a mapping screen. (You will see a green checkmark appear next to the GetEmployees block as data is pulled, before the mapping screen appears.)
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The mapping screen can be thought of as a spreadsheet with two columns – one for the source application, and one for the target application. By connecting corresponding fields, you are building a map for how data should be transformed. And like in a spreadsheet, you also have the possibility to use functions, to concatenate fields, put things text to upper case, date manipulation, etc.
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To fix this we must change the data type for this field, by clicking the little pencil icon.
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You are now able to also map the Source zip field to the Target zip field.
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