diff --git a/Financial Solutions/monthly_cadence_reports.recipe.json b/Financial Solutions/monthly_cadence_reports.recipe.json new file mode 100644 index 0000000..d48a9be --- /dev/null +++ b/Financial Solutions/monthly_cadence_reports.recipe.json @@ -0,0 +1,245 @@ +{ + "name": "Monthly cadence Reports", + "version": 1, + "private": true, + "concurrency": 1, + "code": { + "number": 0, + "provider": "clock", + "name": "scheduled_event", + "as": "18995650", + "keyword": "trigger", + "input": { + "time_unit": "minutes", + "trigger_every": "5" + }, + "extended_input_schema": [ + { + "control_type": "integer", + "default": "5", + "enforce_template_mode": true, + "extends_schema": true, + "hint": "Define repeating schedule. Enter whole numbers only.\n This field can be set to a minimum of 5 minutes.", + "label": "Trigger every", + "name": "trigger_every", + "optional": false, + "suffix": { + "text": "minutes" + }, + "type": "string" + }, + { + "control_type": "select", + "hint": "Select the timezone to use. Leave it blank to use {{authUser.account_timezone}}", + "label": "Timezone", + "name": "timezone", + "optional": true, + "pick_list": "timezone_id_global_pick_list", + "pick_list_connection_less": true, + "type": "string" + }, + { + "control_type": "date_time", + "enforce_template_mode": true, + "extends_schema": true, + "hint": "Set date and time to start or leave blank to start immediately. Once recipe has been run or tested, value cannot be changed.", + "label": "Start after", + "name": "start_after", + "optional": true, + "parse_output": "date_time_conversion", + "since_field": true, + "type": "date_time", + "ignore_timezone": true, + "render_input": "date_time_conversion" + } + ], + "block": [ + { + "number": 1, + "provider": "google_drive", + "name": "download_file_contents", + "as": "7e63ebce", + "keyword": "action", + "dynamicPickListSelection": { + "fileId": { + "ids": [ + "0AMrokbLQHATEUk9PVA", + "1Im-r12OBCA2m13pKGZctKUgszsCse9sY", + "1H-tKCEeu8SQS8XBo7fUT916cQ0Io6ioB" + ], + "titles": [ + "My Drive", + "Recipe Optimization Exercises", + "Customer_Migration_Data - Customer_Migration_Data.csv" + ] + } + }, + "toggleCfg": { + "fileId": false + }, + "input": { + "fileId": "1H-tKCEeu8SQS8XBo7fUT916cQ0Io6ioB" + }, + "uuid": "d8f0ff66-d282-4193-8e23-a5ed8be077b7" + }, + { + "number": 2, + "provider": "workato_files", + "name": "store_file", + "as": "c47f8a04", + "keyword": "action", + "dynamicPickListSelection": { + "file_path": { + "ids": [ + "/" + ], + "titles": [ + "Root directory" + ] + } + }, + "toggleCfg": { + "is_csv_file": true, + "file_path": true + }, + "input": { + "is_csv_file": "false", + "schema_type": "auto", + "csv_has_header": "true", + "csv_delimiter": "comma", + "csv_quote": "double", + "encoding": "UTF-8", + "file_name": "Monthly Cadence", + "file_path": "/", + "content": "#{_dp('{\"pill_type\":\"output\",\"provider\":\"google_drive\",\"line\":\"7e63ebce\",\"path\":[\"payload\"]}')}" + }, + "uuid": "bf87dbea-cb50-4b02-a70e-3bdcd4c31866" + }, + { + "number": 3, + "provider": "workato_variable", + "name": "declare_list", + "as": "9d1a9106", + "keyword": "action", + "input": { + "name": "List", + "list_item_schema_json": "[{\"name\":\"report_name\",\"type\":\"string\",\"optional\":false,\"control_type\":\"text\",\"label\":\"Report name\"}]", + "list_items": { + "report_name": "#{_dp('{\"pill_type\":\"output\",\"provider\":\"workato_files\",\"line\":\"c47f8a04\",\"path\":[\"name\"]}')}" + } + }, + "extended_output_schema": [ + { + "hint": "", + "label": "List", + "name": "list_items", + "of": "object", + "optional": false, + "properties": [ + { + "control_type": "text", + "label": "Report name", + "name": "report_name", + "type": "string", + "optional": false + } + ], + "type": "array" + } + ], + "extended_input_schema": [ + { + "hint": "Set the initial items in the list. Defaults to an empty list if not supplied.", + "label": "Items", + "name": "list_items", + "of": "object", + "optional": true, + "properties": [ + { + "control_type": "text", + "label": "Report name", + "name": "report_name", + "type": "string", + "optional": false + } + ], + "type": "array" + } + ], + "uuid": "86e11a88-e79f-41e9-b70d-88ef07c84bb0" + }, + { + "number": 4, + "provider": "logger", + "name": "log_message", + "as": "7a30038a", + "keyword": "action", + "input": { + "user_logs_enabled": "false", + "message": "#{_dp('{\"pill_type\":\"output\",\"provider\":\"google_drive\",\"line\":\"7e63ebce\",\"path\":[\"payload\"]}')}" + }, + "extended_input_schema": [ + { + "control_type": "switch", + "default": false, + "disable_formula": true, + "extends_schema": true, + "hint": " Send a copy of the message to Workato logs.\n \n Learn more\n \n", + "label": "Send to Workato log service", + "name": "user_logs_enabled", + "optional": true, + "type": "string" + } + ], + "uuid": "49d8a4fd-5698-45a5-b5f4-0a72f39f65c4" + }, + { + "number": 5, + "as": "04821042", + "keyword": "stop", + "input": { + "stop_with_error": "false" + }, + "uuid": "3217eda7-2781-46e9-91c8-6d4623211363" + } + ], + "uuid": "6124558b-8495-4ef1-9afc-7fad6b6d8df0", + "unfinished": false + }, + "config": [ + { + "keyword": "application", + "provider": "clock", + "skip_validation": false, + "account_id": null + }, + { + "keyword": "application", + "provider": "google_drive", + "skip_validation": false, + "account_id": { + "zip_name": "Financial Solutions/my_google_drive_account.connection.json", + "name": "My Google Drive account", + "folder": "Financial Solutions" + } + }, + { + "keyword": "application", + "provider": "workato_files", + "skip_validation": false, + "account_id": null + }, + { + "keyword": "application", + "provider": "workato_variable", + "skip_validation": false, + "account_id": null + }, + { + "keyword": "application", + "provider": "logger", + "skip_validation": false, + "account_id": null + } + ] +} \ No newline at end of file diff --git a/Financial Solutions/my_google_drive_account.connection.json b/Financial Solutions/my_google_drive_account.connection.json new file mode 100644 index 0000000..1697252 --- /dev/null +++ b/Financial Solutions/my_google_drive_account.connection.json @@ -0,0 +1,5 @@ +{ + "name": "My Google Drive account", + "provider": "google_drive", + "root_folder": false +} \ No newline at end of file diff --git a/Financial Solutions/my_google_sheets_account.connection.json b/Financial Solutions/my_google_sheets_account.connection.json new file mode 100644 index 0000000..9bdea14 --- /dev/null +++ b/Financial Solutions/my_google_sheets_account.connection.json @@ -0,0 +1,5 @@ +{ + "name": "My Google Sheets account", + "provider": "google_sheets", + "root_folder": false +} \ No newline at end of file diff --git a/Financial Solutions/quarterly_financials_automation_v2.recipe.json b/Financial Solutions/quarterly_financials_automation_v2.recipe.json new file mode 100644 index 0000000..bd73cec --- /dev/null +++ b/Financial Solutions/quarterly_financials_automation_v2.recipe.json @@ -0,0 +1,498 @@ +{ + "name": "Quarterly Financials Automation_v2", + "description": "", + "version": 1, + "private": true, + "concurrency": 1, + "code": { + "number": 0, + "provider": "clock", + "name": "scheduled_event", + "as": "fc6349bb", + "keyword": "trigger", + "dynamicPickListSelection": { + "time_unit": "Months", + "days_of_month": [ + { + "label": "1", + "value": "1" + } + ] + }, + "input": { + "time_unit": "months", + "trigger_every": "3", + "days_of_month": "1", + "trigger_at": "00:00:00" + }, + "extended_input_schema": [ + { + "control_type": "integer", + "default": "5", + "enforce_template_mode": true, + "extends_schema": true, + "hint": "Define repeating schedule. Enter whole numbers only.\n This field can be set to a minimum of 5 minutes.", + "label": "Trigger every", + "name": "trigger_every", + "optional": false, + "suffix": { + "text": "months" + }, + "type": "string" + }, + { + "control_type": "multiselect", + "delimiter": ",", + "extends_schema": true, + "hint": "Select the days on which your schedule should repeat.", + "label": "Days of the month", + "name": "days_of_month", + "optional": false, + "pick_list": "days_of_month", + "type": "string" + }, + { + "change_on_blur": true, + "control_type": "time", + "enforce_template_mode": true, + "extends_schema": true, + "hint": "Set a time to schedule the job.", + "label": "Trigger at", + "name": "trigger_at", + "optional": false, + "type": "string" + }, + { + "control_type": "select", + "hint": "Select the timezone to use. Leave it blank to use {{authUser.account_timezone}}", + "label": "Timezone", + "name": "timezone", + "optional": true, + "pick_list": "timezone_id_global_pick_list", + "pick_list_connection_less": true, + "type": "string" + }, + { + "control_type": "date_time", + "enforce_template_mode": true, + "extends_schema": true, + "hint": "Set date and time to start or leave blank to start immediately. Once recipe has been run or tested, value cannot be changed.", + "label": "Start after", + "name": "start_after", + "optional": true, + "parse_output": "date_time_conversion", + "since_field": true, + "type": "date_time", + "ignore_timezone": true, + "render_input": "date_time_conversion" + } + ], + "block": [ + { + "number": 1, + "keyword": "try", + "input": { + }, + "block": [ + { + "number": 2, + "provider": "google_sheets", + "name": "search_spreadsheet_rows_v4_new", + "as": "eb224132", + "keyword": "action", + "dynamicPickListSelection": { + "spreadsheet": "Quaterly Financials" + }, + "input": { + "team_drives": "my_drive", + "spreadsheet": "1jFGVkIzoa7WO7W4Yl0sdbYbJgdR7uQvRXgvZoQgvB7k", + "count": "200", + "sheet": "Sheet1" + }, + "extended_output_schema": [ + { + "control_type": "text", + "label": "Spreadsheet ID", + "name": "spreadsheet_id", + "type": "string" + }, + { + "control_type": "text", + "label": "Spreadsheet name", + "name": "spreadsheet_name", + "type": "string" + }, + { + "control_type": "text", + "label": "Sheet name", + "name": "sheet", + "type": "string" + }, + { + "label": "Rows", + "name": "rows", + "of": "object", + "properties": [ + { + "control_type": "number", + "label": "Row number", + "parse_output": "integer_conversion", + "type": "integer", + "name": "row_number" + }, + { + "control_type": "text", + "label": "Quarter", + "old_name": "col_Quarter", + "custom_attribute": 1, + "type": "string", + "name": "col_Quarter" + }, + { + "control_type": "text", + "label": "Department", + "old_name": "col_Department", + "custom_attribute": 2, + "type": "string", + "name": "col_Department" + }, + { + "control_type": "text", + "label": "Revenue ($)", + "old_name": "col_Revenue____", + "custom_attribute": 3, + "type": "string", + "name": "col_Revenue ($)" + }, + { + "control_type": "text", + "label": "Expenses ($)", + "old_name": "col_Expenses____", + "custom_attribute": 4, + "type": "string", + "name": "col_Expenses ($)" + }, + { + "control_type": "text", + "label": "Profit ($)", + "old_name": "col_Profit____", + "custom_attribute": 5, + "type": "string", + "name": "col_Profit ($)" + }, + { + "control_type": "text", + "label": "Notes", + "old_name": "col_Notes", + "custom_attribute": 6, + "type": "string", + "name": "col_Notes" + } + ], + "type": "array" + } + ], + "extended_input_schema": [ + { + "control_type": "select", + "extends_schema": true, + "hint": "Select a sheet to search for rows. The sheet must have at least one header row. Learn more", + "label": "Sheet", + "name": "sheet", + "optional": false, + "pick_list": [ + [ + "Sheet1", + "Sheet1" + ] + ], + "toggle_field": { + "control_type": "text", + "label": "Sheet name", + "toggle_hint": "Use sheet name", + "extends_schema": true, + "change_on_blur": true, + "toggle_to_secondary_hint": "Use sheet name", + "toggle_to_primary_hint": "Select a sheet", + "hint": "Use Sheet name pill from the output of other Google Sheets’ triggers/actions. Or enter sheet name manually. The sheet must have at least 1 header row in input field.", + "type": "string", + "name": "sheet_name" + }, + "toggle_hint": "Select a sheet", + "type": "string" + }, + { + "hint": "Enter one or more search values. Workato will search for rows matching ALL of the search values below.", + "label": "Columns", + "name": "data", + "properties": [ + { + "control_type": "text", + "label": "Quarter", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. Search value is case-sensitive and can contain space.", + "type": "string", + "name": "col_Quarter" + }, + { + "control_type": "text", + "label": "Department", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. Search value is case-sensitive and can contain space.", + "type": "string", + "name": "col_Department" + }, + { + "control_type": "text", + "label": "Revenue ($)", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. Search value is case-sensitive and can contain space.", + "type": "string", + "name": "col_Revenue ($)" + }, + { + "control_type": "text", + "label": "Expenses ($)", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. Search value is case-sensitive and can contain space.", + "type": "string", + "name": "col_Expenses ($)" + }, + { + "control_type": "text", + "label": "Profit ($)", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. Search value is case-sensitive and can contain space.", + "type": "string", + "name": "col_Profit ($)" + }, + { + "control_type": "text", + "label": "Notes", + "optional": true, + "sticky": true, + "hint": "Search for an exact match of the search value you enter here. 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