Product Updates

Improving speed of use with multi-step actions

multi-step actions
Read Time: 5 minutes

As users we expect blazing fast experiences with every product we use. A half second delay in load time, every additional click and decision adds friction in achieving the value we expect. Therefore our product design consciously strives to cut down the extra click, the extra decision, and the extra second users have to spend when working with recipes. This update helps you improve the speed of use with multi-step actions. 

Our design principles focus on creating simple interfaces that promote speed and efficiency.

–  Nishtha Mehrotra, Product Design Lead

Last summer, we launched the most significant update thus far to the Recipe Editor experience to not only improve the ease of use, but also the speed of use. Subsequently, we have added several updates like skip steps for rapid iterations and faster testing and searching fields for mapping faster. We’ve also made formulas easier to use with guidance using recommendations, enhanced examples, and categorization, and more.

In the last 12 months, our customers have created 3X more automations that have processed 287% higher tasks than the prior year. Given the rapid growth of automations, designing for efficiency has always been a key product goal. The latest updates to the Recipe Editor experience create efficiency by providing an optimal path to take actions across multiple steps. 

Build faster with fewer clicks 

The Recipe Editor has supported cloning, reordering, skipping, data masking and removing recipe steps for a long time now. However, these operations were only allowed on individual recipe steps.  

Drag and drop multiple steps

Drag and drop multiple steps

 

The latest update now supports all those operations for a group of steps in the recipe. You can easily select any number of steps in a recipe, right click, and choose an operation i.e. copy, skip, mask data or delete.

Aside from the obvious efficiency of saving several clicks from not having to apply the actions to one step at a time, the ability to apply actions across a group of steps eliminates several risks.

Preserve order and prevent errors

Take the below recipe for example which is an automation for order to cash processing. The recipe has 10 steps that starts with a trigger for fetching closed-won opportunities from Salesforce. In the below iteration, the actions for creating a customer and sales order in SAP have no monitoring for exceptions and errors.

Multi-step recipe with no error handling

Multi-step recipe with no error handling

 

Now we would like to configure the automation to monitor for exceptions like API time-outs or failed authorizations such that we can send out alerts or automatically take corrective actions to recover. 

 

Error monitor action configuration

Error monitor action configuration

 

Prior to the multi-step action, we would need to clone one step at a time. After that, move it to the monitor section of the recipe at Step 11. Not only would we have had to copy one step at a time, but we also had to make sure we copied all 9 steps and arranged them in the correct order i.e. from searching opportunity products in Salesforce to posting message in Slack channel.

Preserving the order of the steps is essential to the correct implementation of business logic, else we could end up not creating the customer or sales order record correctly in SAP.

 

Easily move multiple steps from one section to another

Easily move multiple steps from one section to another

 

The multi-step actions eliminate the possibility of such mishaps. It allows us to select the exact set of steps that we want to move. It also preserves the order when we move the steps to the new section.

 

Order of steps preserved in the monitor block

Order of steps preserved in the monitor block

 

This is one of the many situations where we can look to efficiently take multi-step actions. This eliminates the need to painstakingly move one step at a time and worry about missing any step or order of steps.

A newly designed right click menu

We also have another new addition to the Recipe Editor experience. Now you can easily access the menu of actions (skip, clone, mask data, and delete) with a simple right click. 

 

The ability to clone, skip, mask data or delete steps in groups gives us speed. This also reduces the chance of errors when applying these across a large number of steps. 

In the below example, we can swiftly select the steps in the recipe that process sensitive data e.g. passport or visa documents. You can then choose the mask data option to hide all data from being viewed in the job details.

 

multi-step actions

Mask data for sensitive data across steps

Right click to right size canvas view

Similarly, you can also right click anywhere on the recipe editor canvas to access the options to resize the view by zooming in or out.

multi-step actions

Easily resize with zoom in and out

The Recipe Editor experience is designed with the intent of enabling all skills and roles to rapidly build, test and operate automations. Be free from having to know anything about traditional programming, writing code, configuration and optimization of runtime environments. Also, be clear of risks of compliance or security breaches. Most importantly, improve your speed of use on Workato. 

Stay tuned for more exciting updates coming up through the rest of the year.

For feedback, ideas and suggestions please send us an email at product@workato.com.

 

 

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