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  • To Fetch Records:

    • Table Setup:

      • Drag and drop a Table component onto layout Designer

      • Add Table action as New and Refresh

      • Add row action on Table as Edit and Delete

    • Assign Model to Component:

      • Assign a model to the Table with the following details:

        • Type: API

        • Connection: Choose a connection e.g. Sales Connect

        • Label gets Auto-populates e.g. Sales Connect

        • Name gets Auto-populates e.g. Sales Connect

    • Request:

      • Method: GET

      • URL: /services/data/v56.0/query?q=select id,name,site from account

      • Record Count: Multirecord

    • Response:

      • Define or create a schema to fetch the response. This schema will structure the data received from the API call

        Code Block
        {
            "data": {
                "records": {
                    "Name": "Test",
                    "Id": "123456789",
                    "Site": "Pune"
                }
            }
        }
    • In Component Attributes:

      • Basic:

        • Model: Select the model e.g. Sales Connect

        • Schema Source: Select "Response" as the source

        • Response code: Set the response code to 200

        • In Fields:

          • Select data > record

        • Click on the Table component, and the Model fields will be displayed on the left side

        • Drag drop the fields on the Table component

    • Create a workflow follow the steps we create it

      • Drag drop Show Spinner Action and define layout item i.e. Table, variant and size

      • Drag drop Rest API Action define

        • Source API Type: Model

        • Model: Select The model assign to the Table e.g. Sales connect

      • Drag drop Hide Spinner Action and define layout item

      • Connect the action i.e. Show Spinner------>Rest API Action------>Hide Spinner

      • Save the workflow

    • Call the workflow on component events

      • Refresh : tableAction

        • Select Action as Workflow

        • Select Config and define Select Workflow: (Select the workflow create for Get e.g. Get and Save

      • Save & Run the Layout

      • On Preview Click on Refresh Button, Get workflow will be executed fetching the records

  • To Create Records:

    • Method: POST

    • URL: Provide the endpoint for creating records.

    • Body: Define the data to be created using the Model and Schema.

  • To Update Records:

    • Method: PUT or PATCH (depending on your API)

    • URL: Set the endpoint for updating records.

    • Body: Specify the data to be updated using the Model and Schema.

  • To Delete Records:

    • Method: DELETE

    • URL: Input the endpoint for deleting records.

...

  • Rest API Using Request in Workflow

    • Config:

      • Source API Type: Rest API action can be executed by two methods Model and Request.

        • Model: It displayed the list of model created on layout designer in model node

        • Request: Request needs to configure in workflow to execute Rest API Action

          • Authentication Type

            • Public

            • Session

            • User Token

            • Connection > Connection

        • Request

        • Method

        • URL

        • Record Count

      • Body (Schema Designer Table) > Generate Schema Button > Create New Fields

      • Query Params

      • Header

    • Response

      • Record Count

      • Status Code

      • Body (Schema Designer Table) > Generate Schema Button > Create New Fields

  • Action Details

    • Label: Label of workflow action

    • Name:

    • Is Async

    • Description

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