Changelog

We’ve introduced updates to make managing user groups and creating dynamic user experiences more efficient:

• Updating User Group Membership Upon Sign-In: Automatically update user group membership from identity provider attributes each time a user logs in.
• Current User Groups in Pages: A new "Group Names" pill displays all groups the current user belongs to, enabling interfaces to adjust dynamically based on group membership.

Learn more in our Workflow Apps documentation.

The latest Workflow App updates introduce new customization options and validation capabilities to optimize your workflows:

• Configurable Task Reassignment: Ability to reassign tasks can now be configured directly in recipes to fit various business cases.
• Required Checkboxes: Ensure compliance by making checkboxes mandatory for policy agreements or other forms of consent.
• Conditional Button Enablement: Buttons can now be enabled or disabled based on specific conditions. For example, rejections can require mandatory comments, while approvals may not need them.
  Improvements for Input Widget Validations: Now in addition to number inputs, you can also validate date inputs to guardrail users and ensure that you get only expected information.

For December 2024, NetSuite and Salesforce connectors have optimized data handling, while SAP SuccessFactors and QuickBooks see enhanced integration capabilities. SharePoint and Gmail address file and email management, and security updates bolster system integrity. Curious about these updates? Check out more details here!

OPA has been updated with the following enhancements and fixes:

• Kafka: Improved trigger throughput.
• FTPS: Added session resumption support for TLS 1.2.
• SAP: Fixed duplication of IDoc types with custom extensions.
• SAP: Enhanced recognition of IDoc statuses for the Send IDoc action.
• Security: Updated libraries according to the OWASP scanner recommendations.

See the OPA release notes for this and previous updates to OPA.

Customized job reports now include validation and enhanced security. When a recipe or a job report customization is saved , errors are communicated through:

• A warning banner with detailed error explanation on the recipe overview page.
• An error banner within the job report customization wizard.

Additionally, datapills from masked steps cannot be referenced in job reports. Learn more in our Recipe Design documentation. Existing job reports referencing masked datapills will be unaffected.

New multi-select component in Workflow Apps allows you to easily select multiple options from a dynamic list. This new capability allows you to:

• Capture multiple selections with a single component
• Choose your data source: manual entry, data tables, or recipes
• Validate minimum and maximum selections based on your needs
• Process results in recipes to build robust workflows
• Use selected values to define page behaviour with data pills

Learn more in our Workflow Apps documentation.

For November 2024, key updates include Outlook and Excel seeing enhanced OAuth connection setups for better customization and control. LinkedIn improved lead gen data handling, while Dynamics 365 refined lookup field operations. File Tools, HTTP, and SharePoint connectors enhanced file management capabilities. Zoho CRM now supports hidden modules, and Google Workspace ensured seamless user updates. Curious about these updates? Check out more details here!

We’re excited to share that Workato has achieved PCI DSS Level 1 (v4.0), ISO 27001, and ISO 27701 certifications. These milestones reinforce our commitment to safeguarding customer data and providing a secure platform for industries like financial services, fintech, e-commerce, and retail to build trusted, compliant workflows with confidence. Check out our certifications here.

We’re thrilled to share this month’s updates from the Workato community for November 2024! This month, we’ve added 19 new or updated connectors, including including new connectors like Lark for seamless communication, Delta Lake for enhanced data management, Cloudinary for media asset handling, and SAP SuccessFactors LMS for employee training management, and more. Curious about the updates? Check out the full details here!

Introducing API Proxy Transformation, which helps modernize your APIs and increase the robustness of your API integrations with:

• Request and response transformation capabilities: Configure request and response transformations with drag-and-drop functionality.
• Schema Mapping & Key-Value Pair Mapping: Define schemas, map data, and apply formulas for seamless data transformation between systems.
• Conditional Response Mapping: Route API responses based on HTTP status codes with conditional logic to improve error handling and flexibility.
• In-Line Formulas: Manipulate data using formulas and expressions.

Benefits include faster integrations, reduced development effort, enhanced compatibility, and secure data transformations.

This feature is in private release. Contact your Customer Success Manager to enable this feature.