Render rdraw report templates (PDF, Excel, Word or HTML) with your workflow data.
Explore 5 workflow actions for rdraw, including account permissions and operation limits.
4 read actions1 write action
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Generate report
Write
Render the published version of a report with your data rows; the file comes back as base64 in data with its content type and file name.
Permissions and limits
Account permissions
An rdraw API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get report data sources
Read
Read the data sources and fields a report expects.
Permissions and limits
Account permissions
An rdraw API key (Settings, API Keys)
List reports
Read
List your reports.
Permissions and limits
Account permissions
An rdraw API key (Settings, API Keys)
Test report
Read
Render the draft (designer) version of a report with its sample data and save the file (PDF, Excel or Word).
Permissions and limits
Account permissions
An rdraw API key (Settings, API Keys)
Verify API key
Read
Check the API key.
Permissions and limits
Account permissions
An rdraw API key (Settings, API Keys)
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in rdraw. A saved workflow is not a completed provider action.