Rest API Workflow Action

Description: REST API acts as a communication link between two platforms, enabling interaction through methods like GET (retrieve), POST (create), PUT (update), and DELETE (remove)

Path: (Rest API can be executed using Model and Workflow)

• PWR Apps platform > Login > Business Node > Layout > Open a layout > Workflow > Rest API Action

• PWR Apps platform > Login > Business Node > Layout > Open a layout > Model

Rest API Using Model

• Prerequisite:

  • Create a connection provider and establish a connection. Refer https://appbuilder.atlassian.net/l/cp/wnYNq8D5

• Create a Model:

  • Details:

    • Type: API

    • Connection: Choose the desired connection to fetch records from

    • Label: Auto-populates, mirroring the connection Label

    • Name: Auto-populates, mirroring the connection name.

    • Execute on load: If checked, records will be fetched automatically upon loading the component

    • Refer:

      

  • Request:

    • Method:

      • Choose from HTTP methods like Get, Post, Put, Delete, Head, or Patch based on the operation you want to perform

    • URL: Add the relevant URL that corresponds to the connection from which you wish to get, create, update, or delete records

    • Record Count: Set the record count to either Multirecord or Single, depending on whether you are dealing with multiple records or a single record in the data operation

    • Body > Schema Designer:

      

      • Generate Schema: Users can define fields using JSON format. For example

        {
            "Date": "05/12/2023",
            "Date and Time": "05/12/2023 11: 40 AM",
            "Double": 51.21,
            "Integer": 399,
            "Object": "",
            "Text": "Smith"
        }

      • Create New Fields: Users can create fields using create field Model

        

  • Response:

    • Response: User can create new response with the help of status code

    • Schema Designer:

      

      • Generate Schema: Users can define fields using JSON format. For example

        {
            "Date": "05/12/2023",
            "Date and Time": "05/12/2023 11: 40 AM",
            "Double": 51.21,
            "Integer": 399,
            "Object": "",
            "Text": "Smith",
            "Array": []
        }

        

      • Create New Fields: Users can create fields using create field Model

        

Crud using Rest API with Model in Workflow:

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

    {
        "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