Workato UI
Let’s quickly review the Workato platform UI.
When you first login, you will see a navigation bar and an Assets and Projects hierarchy. Assets include Recipes and Connections.
Projects help you create, organize, and manage your automation lifecycle to meet your business goals by grouping people and assets that work together. We’ll go over Projects in a moment.
If you hover over the navigation bar, you will have quick access to Recipes, your Dashboard, and the Community Library. We’ll talk more about these in later videos.
You will also have access to settings, tools, and advanced functionality, which will be covered in other courses.
Before moving on, we would like to highlight various support channels available to you. In these support channels, you can get help easily should you run into issues at any point during your learning process or while you are building your automations.
First, let’s explore Workato resources at www.workato.com/resources. Here, you can review tutorials, read solution articles, or get help from the larger Workato community.
Next, you can access documentation directly at docs.workato.com. You can navigate through documentation page trees or search for specific keywords.
Back in the Workato platform, you can click the lightbulb icon in the bottom right to bring up the Workato Resource Hub. Here, you can quickly link to docs, the Automation Institute for more courses, and Live Chat. Live Chat gives you access to Workato's product support and is available 24 hours, seven days a week, all year round to ensure that you can get all the assistance you need promptly and effectively.
In the Projects view, you may notice the Home assets project. This is standard across all legacy Workato accounts and is the default location of any assets you create.
As a best practice, we recommend keeping your Project hierarchy tidy by grouping projects by business function (for example, all HR automations), by business goal or process (such as, all automations for employee onboarding), or by product or service (like a set of recipes for error management). Projects can contain recipes, connections, folders and subfolders.
For now, we’re going to create a training project as our workspace during this course.
1
Click the plus icon next to Projects and name the project My Training Project.
2
Feel free to name the project after yourself if you are part of a team account, for example Mary's Training Project, as there may be others on your team who are also undergoing training.
3
We recommend providing a description for any project you create so other team members know who this project belongs to and what it comprises.
Within Projects, you can create folders to further organize assets. Hovering over a project will give you the options to create folders, rename the project, or delete the project.
Access control can be fine-grained such that within a team only certain members can access certain projects and folders. If you are unable to create a project, or a folder within a project, contact your administrator to obtain the correct access before moving on to the next video.
Once you have created your training project, you are ready to learn more about recipes.
You have passed the quiz!
Your score:
13 of 15 Correct (86%)
15 of 15 questions answered
Question 1: Correct answer
Which type of trigger allows you to determine when exactly your recipe will run?
Polling
Batch
Scheduler
Logger
Question 2: Correct answer
Which of the following provides a list of publicly available recipes for all Workato users?
Recipe Folders
Shared Folders
Community Recipes
Workato Documentation
Question 3: Correct answer
What are two main components of a Workato Recipe? Select two
Triggers
Attachments
Actions
Procedures
Question 4: Correct answer
What are the three trigger types? Select all that apply
Random
Manual
Real Time
Polled
Scheduled
Question 5: Incorrect answer
What's the maximum number of triggers that can be assigned to one recipe?
Question 6: Correct answer
When an active recipe processes a trigger event, it results in a(n) _________ .
Question 7: Correct answer
Which of the following makes it easier to store, organize and retrieve recipes as needed?
Lookup Tables
App Directory
Recipe Folders
On-Prem Agent
Question 8: Correct answer
Which of the following is a record of all processed jobs where you can view the complete details for each processed job?
Recipe
Account Settings
Action Report
Job Report
Question 9: Correct answer
A list of jobs that have been performed by a recipe.
Instructions that authorizes communication between applications.
Events that tell your recipe to begin carrying out a set of instructions.
Set of steps that are carried out every time a trigger event happens.
Question 10: Correct answer
Conditions can be used in ________ .
triggers
neither actions nor triggers
actions
both actions and triggers
Question 11: Correct answer
As a best practice, to achieve best results, batch triggers should _____ be matched with batch actions.
never
sometimes
always
n/a
Question 12: Correct answer
Given you are using formula mode to transform the input "Washington" into "Wa", which formula expression would be best to use?
.slice(0,2).upcase
.slice(0,2)
.split(" ").first
.split(" ")
Question 13: Correct answer
The Workato home screen defaults to the Projects tab. Which of the following statements best describes the relationship between:
AssetsRecipesConnectionsProjectsFolders
Projects contain Folders, which contain Assets, which are Recipes or Connections.
Connections contain Recipes, which contain Projects, which are Folders or Assets.
Assets contain Recipes, which contain Projects, which are Connections or Folders.
Folders contain Projects, which contain Recipes, which are Assets or Connections.
Question 14: Incorrect answer
Testing a recipe is different than starting a recipe in that _________.
A test will only process one job then stop
Starting a recipe requires at least one test to be run
A test does not require any active connections to run
A test will run using only fictitious data
Question 15: Correct answer
Number of Recipes, Successful Jobs, Failed Jobs, and Tasks used are four metrics displayed prominently in your Workato account's _______.
Recipe Editor
Activity Audit
Dashboard
Dependency Graph
-------------------------------------------------------
Question 1: Correct answer
In the conditional statement "where list size is greater than zero", what is the condition of the statement? Hint: See what fields are available in the user interface.
where
is greater than
zero
list size
Question 2: Correct answer
Using the "On Error" action, what's the maximum amount of times you can retry the actions when error occurs?
Question 3: Correct answer
How many entries can Workato's lookup tables support?
100,000
1,000,000
10
10,000
Question 4: Correct answer
What are the two types of conditional actions available in Workato as indicated in the user interface? Select two
IF condition
IF/OR condition
AND/OR condition
IF/ELSE condition
IF/AND condition
Question 5: Correct answer
Which top menu option can be used to manually create a lookup table in Workato?
Community Recipes
Recipes
Dashboard
Tools
Question 6: Correct answer
Which is not a valid action when using the "Lookup tables by Workato" app in a recipe?
Search entry
Lookup entry
Adjust entry
Update entry
Question 7: Correct answer
What are the three required fields for a condition in Workato? Select three
Field
Boolean
Value
Condition
Question 8: Correct answer
In the condition statement "where list size is greater than zero", what is the value of the statement? Hint: See what fields are available in the user interface.
zero
where
list size
is greater than
Question 9: Correct answer
The "Monitor" action should be used AFTER the "On Error" action.
Question 10: Correct answer
Which job status indicates that the job ended because of an error?
Pending
Failed
Completed
Stalled
Question 11: Correct answer
Which two actions are created from selecting the "Handle errors" action option from the recipe editor? Select two
Monitor
Stop Job
Repeat
On Timeout
On Error
Question 12: Correct answer
The lifetime of a variable by Workato is _______.
the duration a single job
forever
1 month
as long as the Workato account is active
Question 13: Incorrect answer
Using the "Stop Job" action, what are the two designations you can give a stopped job in the job report? Select two
Suspended
Completed
Failed
Stalled
Successful
Question 14: Correct answer
What action is only performed based on a condition being met?
Conditional Action
Complex Action
Repeat Action
Simple Action
Question 15: Incorrect answer
If left blank, the default value of a variable with a type of "number" is _______.
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