To understand Workato, Automation Pro I and Automation Pro II from Workato are required before building using Integrations Builder.

The resource guide below will explain the following functions of the Onit App on Workato.

• Establishing the necessary Onit connections
• Add a comment to a record
• Approve or reject a record
• Create a new record
• Find or Create a new record
• Get a document (file) by ID
• Get record by ID
• Search records
• Update existing record

To use the Onit App on Workato, you must first set up a connection, as seen below. 

• The following must be added: Connection name, Connection type, App Builder production subdomain, and Authorization Token for a user with the “API User” role.

Below are all the actions that the Onit Connector App can perform:

You can notify specific participants of your comment in the Add a comment section of the existing record action.

• App Name refers to the source app in Onit App Builder and must be selected.
• You can then add in the Atom ID. In Notify selected, write in your comment message and list the email address of the person you want to share it with.

The Approve or reject an existing record by ID action allows you to register the given participant’s approval decision on the atom.

• After selecting the Source App, you must list the specific Atom ID and Email of the user making the approval or rejection and select the Approval Type.

The Create a new record in Onit App allows you to create a record in Onit.

• After selecting the source App, you must specify content in the fields.

The Find or create a new record action in the Onit App allows you to find an existing record with supplied values and update it with the provided values. If no record with supplied values is found, a new record is created. 

• After selecting the source App, you must state the Lookup Field, Lookup value, and values you want added.

Downloading the name and contents of a file using a document ID action does just that.

• You must enter the Document ID.

The Get an existing record by ID action retrieves the details on an existing record in Onit.

• After selecting the source app, enter the Atom ID to retrieve its data. Using this action, you can upload the contents of one attachment field at a time. The rest can be accessed using the Get Document action.

The Search records using search criteria action is used to search records in Onit and can limit results based on the filter criteria provided.

• After selecting the source app, the filter criteria can be added, and additional information on how the list of results is returned can be provided. The additional fields include fields to return, page size, page start, field to sort on, sort direction, attachment_field and more

The Update an existing record action updates a record in Onit.

• After selecting the source App and adding the Atom ID, additional fields can be entered to update the record in Onit.