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While Workato provides a user-friendly interface for building automations,  advanced users can leverage custom code and scripting to extend its capabilities and address complex requirements. This article will introduce the concept of custom code integration in Workato and explore its functionalities.

Workato enables you to inject custom code snippets written in JavaScript within your workflows. These code snippets can perform various actions, such as:

  Manipulate data extracted from triggers or actions, applying complex calculations, formatting, or logic.

  Control the flow of your workflow based on specific conditions, executing different actions based on data values.

  Interact with external APIs or services that are not directly supported by Workato's built-in connectors.

  Implement custom validation rules to ensure data integrity and prevent errors.

  Within your Workato workflow, add the "Scripting" action. 

  A code editor appears where you can write your JavaScript code. 

  Workato provides input variables that represent the data passed into the script and allows you to define output variables that will be sent to subsequent steps in your workflow.

 Workato offers testing functionality to execute your script and verify its output before integrating it fully into your workflow. 

  Ensure your code adheres to JavaScript syntax and best practices to avoid errors. 

  Transform dates into different formats, calculate specific values, or manipulate data structures to prepare data for processing by downstream applications.

  Construct API calls based on variables or conditions within your workflow, allowing you to interact with APIs dynamically.

  Implement specific validation rules to ensure data integrity, such as verifying data formats, checking for duplicates, or enforcing specific business rules. 

 Use custom code sparingly and primarily for complex tasks that cannot be achieved with Workato's built-in features.

  Add comments to your code to explain its logic and make it easier to understand for yourself and others. 

  Test your custom code thoroughly before integrating it into your production workflows. 

Using custom code and scripting in Workato allows power users and developers to extend the platform's capabilities and create highly customized and intelligent automations.

Explore how to use custom code and scripting within your Workato automations.

Custom Code and Scripting

Workato prioritizes the security and compliance of your data and workflows. It provides various settings and features to ensure that your automations operate securely and in accordance with industry standards and regulations. This article will guide you through understanding and configuring Workato’s security and compliance settings.

  Workato enables 2FA for added account security, requiring users to provide an additional authentication factor beyond their password.

  Workato allows you to define roles with specific permissions to manage user access and control what actions users can perform.

  Workato encrypts sensitive data at rest and in transit to protect it from unauthorized access.

  Workato provides detailed security audit logs to track user activity, access permissions, and changes to settings.

  You can restrict access to Workato from specific IP addresses to enhance security.

  Workato connectors are designed to securely integrate with applications, adhering to industry standards and best practices. 

  Workato has achieved SOC 2 Type II certification, demonstrating its commitment to meeting stringent security and compliance standards for data security.

  Workato is GDPR compliant, ensuring adherence to European Union data protection regulations.

  Workato offers HIPAA compliance features for organizations operating in the healthcare industry, complying with regulations for handling protected health information (PHI).

  Workato may offer compliance certifications for other industry-specific regulations as needed.

Configuring Security and Compliance Settings

  Within your Workato account, navigate to the account settings or "Security" section.

  Turn on 2FA to require an additional authentication step for account login.

 Define roles with specific permissions to manage user access and control their actions.

  Explore and adjust other security settings, such as IP whitelisting, audit logs, and data encryption options.

   Monitor Workato's announcements and updates for information on new security features and compliance certifications.

By understanding Workato’s security features and configuring settings appropriately, you can enhance the security and compliance of your automations, ensuring that your data and workflows are protected and handled responsibly.  Workato’s commitment to security and compliance provides confidence in using the platform to automate your processes effectively and securely.

Learn how to configure security settings and ensure compliance with your organization's policies.

Security and Compliance Settings

Workato provides robust features for managing automations and users at an enterprise level. These features cater to the needs of larger organizations with multiple teams, complex workflows, and demanding security requirements.  This article will guide you through the key aspects of enterprise-level management within Workato. 

  Workato offers a centralized platform where administrators can manage users, workflows, connectors, and security settings across the entire organization.

  Control user access and permissions through granular role-based access control (RBAC). Assign specific roles with predefined permissions to different users or groups.

  Enable teams to collaborate on workflows efficiently by sharing and managing workflows within teams.

  Track changes to workflows and maintain previous versions for easier rollback or reference.

  Workato's enterprise plan is designed to handle high volumes of data and complex workflows, ensuring scalability and robust performance for large organizations. 

  Workato offers enhanced security features like multi-factor authentication (MFA), single sign-on (SSO), and granular access controls for enterprise-grade security.

  Enterprise customers benefit from dedicated support from Workato's team, providing priority assistance and tailored support services.

  Maintain a central repository for all workflows, enabling efficient management and visibility across the organization.

  Create reusable workflow templates to standardize processes and reduce the development time for new workflows. 

  Track the lifecycle of workflows from creation to testing, deployment, and maintenance. 

  Monitor workflow performance metrics and identify bottlenecks to optimize efficiency and ensure reliable execution.

  Streamline the process of onboarding new users by assigning roles, granting permissions, and providing access to relevant resources.

  Encourage collaboration between teams by sharing workflows, assigning tasks, and providing feedback within team contexts. 

 Implement strict user access control policies to safeguard sensitive data and ensure compliance with security regulations.

Workato's enterprise-level management features empower organizations to effectively manage their automation initiatives, ensuring scalability, security, and collaboration within their complex workflows and user environments. By leveraging these capabilities, enterprises can unlock the full potential of automation and derive significant benefits from streamlining processes and enhancing operational efficiency.

Discover advanced features for managing multiple users, teams, and deployments within Workato.

Advanced Topics

Custom Code and Scripting

Security and Compliance Settings

Enterprise-Level Management