This article will walk you through how to view and copy workflow logic and functions. It is divided into the sections below.
- View a List of Your Applications
- View a List of Your Workflows
- Workflow Components
- View Trigger Configuration
- View Workflow Steps
- View Workflow Logic and Functions
- View Examples
Click here to view a video that will walk you through the process.
Section 1: View a List of Your Applications
- Step 1: Log in to your Cloudsnap account at app.cloudsnap.com.
- Step 2: By default, you will be taken to the My Apps screen that shows you a list of your applications. If you go to another screen first and need to navigate back to the list of your applications, click Apps under Integration Management on the left menu.
- Step 3: Under Integration Management, click Apps.
- Step 4: You will be taken to the My Apps screen. Here, you can view a list of your applications.
Section 2: View a List of Your Workflows
- Step 1: On the left menu, click/expand Integration Management.
- Step 2: Under Integration Management, click Workflows.
- Step 3: You will be taken to the My Workflows screen. Here, you can view a list of your workflows. You can go into each workflow by clicking the workflow names in the first column.
- Note: This screen is divided into four columns, which are explained below. Only active workflows are relevant, because any inactive workflows are not migrating any data from one application to another.
Column | Description |
Name | This column contains the name of each workflow. Typically, the name will include endpoints used in the workflow. |
Active | If your workflow is active, this will be indicated by a green checkmark in the second column. |
App 1 | This is your Source App. The workflow pulls data from this application and migrates it over to App 2. |
App 2 | This is your Destination App. After the workflow pulls the data from App 1, it will deposit the data here. |
Section 3: Workflow Components
- A workflow is a series of technical processes that implement business rules. The processes define the data retrieved from the Source App and any reformatting and recalculating needed before the data is posted in the Destination App.
- Workflows are linear, and data movement occurs in a sequence of steps that are in a set order.
- There are several types of workflow components (e.g., Function, If/Else Step, Each Step, etc.).
- Each type of workflow component is represented by an icon. The icons, types of workflow components, and descriptions are explained in the table below.
Symbol | Name | Description |
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Trigger |
The trigger defines how data is collected from a source app and the conditions that initiate the workflow instance. |
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API Call |
An API Call requests data from an application, which returns a response. The request must be properly structured to ensure the response returns data that meets the request requirements. |
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If/Else Step |
An If/Else Step is the action taken against the data retrieved and manipulated in previous API Calls and steps in the workflow. If certain conditions are met, this step allows the completion of the action directly below, and if the conditions aren’t met, it will skip to the next step. |
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Each Step |
An Each Step is an iterative loop. Once the action is taken against one item in an array, it is repeated with the subsequent items to the end of the array. |
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Function |
A function is a block of reusable code that performs a single action within a workflow. For more information about functions, see Functions Overview. |
Section 4: View Trigger Configuration
- Step 1: Go to the My Workflows screen (to do so, follow Steps 1-3 in Section 2).
- Step 2: View an active workflow by clicking the workflow name in the first column.
- Step 3: Click the purple flag located at the top-left of your screen.
- Step 4: You will then see the workflow's Trigger Configuration.
- Note 1: The Trigger Configuration consists of four fields, which are explained below. The triggers are set using Coordinated Universal Time (UTC) and will need to be converted.
Field |
Description |
Trigger Type | The Trigger Type defines when data is collected from the Source App (App 1). There are four trigger types: Polling, Timing, Manual, and Webhook. |
Trigger | The Trigger defines what data is collected from the Source App. |
Interval Type | The Interval Type can either be Basic (can only be set to certain intervals) or Advanced (can be scheduled in a more customized way). |
Interval | This field only appears if the Basic Interval Type was selected. A basic interval specifies the minutes between each trigger. If the Advanced Interval Type was selected, the interval is based on one of the following: Days of the Week, Days of nth Week, or Days of Weeks in a Month. |
- Note 2: There are four Trigger Types, which are explained below. For more details, see Trigger Type Configurations.
Trigger Type | Description |
Manual | A user or another workflow (an external action) initiates a workflow instance. |
Polling | The platform regularly requests new records from the endpoint. The trigger kicks off a workflow instance based on the newly found records. |
Timing | A new workflow instance starts at a scheduled date and time. |
Webhook | When a workflow uses a webhook, an event in the trigger application starts each instance. The event automatically pushes data into the payload for processing and posting in the connected application. The webhook provides near-real-time updates to the connected application. |
Section 5: View Workflow Steps
- Step 1: Go to the My Workflows screen (follow Steps 1-3 in Section 2).
- Step 2: View an active workflow by clicking the workflow name in the first column.
- Step 3: You will see a series of workflow components (explained in Section 3). Section 6 will explain how to go into each step to view and copy the logic, functions, and details.
Section 6: View Workflow Logic and Functions
- Step 1: Go to the My Workflows screen (follow Steps 1-3 in Section 2).
- Step 2: View an active workflow by clicking the workflow name in the first column.
- Step 3: Refer to the table in Section 3 for an explanation of workflow components and their associated icons.
- Step 4: Click the icons (or the text to the right of the icons) to view Step Details, which will appear to the right of the workflow in the center of your screen.
- Step 5: Step Details will appear to the right of the workflow, in the center of your screen. Here, you can view descriptions and mapping of each step.
- Step 6: Functions are a type of workflow component. When viewing the Step Details of various Functions, click the angled brackets (<>) to the right of Step Details.
- Step 7: The Edit Function (Read Only) pop-up window will appear. Here, you will see the function (code). To copy the function, highlight it, right-click, and select copy.
- Note: The coding language used is Ruby on Rails.
Section 7: View Examples in Your Logs
- Step 1: On the left menu, click/expand Integration Management.
- Step 2: Under Integration Management, click Logs.
- Step 3: You will be taken to a screen that displays your Workflow Logs. Each line is a workflow instance. Filter your search (optional) by Workflow, Status, Beginning Date, and End Date at the top of your screen. Then, click the green Search button at the top right of your screen.
- Step 4: To go into a specific instance, click the arrow on the far right of your screen that corresponds to the workflow instance you want to look at.
- Step 5: Toward the top of your screen, you will see Details, Status, and API Calls. Scroll down to view the workflow Steps. Click the step blocks to view the Mapping and Response for each step. This displays actual data that was moved through via your workflows.
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