Workflow utility steps are a series of actions that can be leveraged to transform, map, iterate, and otherwise control the worflow.
Utility steps appear above the list of available apps when creating a new action:
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There are six utility steps, each of which has distinct uses and configuration:
For details on accessing needed data from prior steps, reference Workflow Step Fundamentals.
Transform
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Transform allows you to adjust the data from a workflow step in predefined ways for use in later steps, including:
Adding in pagination (localized to the dataset available within the app step)
Adding in filters (to reduce the dataset based on conditions in the data)
Adding in sorting (re-ranking the dataset based on conditions in the data)
Slicing the data (selecting a specific slice of the data)
Iterate
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Iterate allows you to loop through a dataset (typically an array) and create sub-actions that will run for each item in the array. Within an Iterate steps, you can control the following:
Loop Type: You can either iterate through Data, Numbers, or a Condition
Loop Delay: This sets the amount of time to wait between each run of the loop.
Loop Data: This allows you to select either the whole dataset, or a subset of the dataset for the loop.
You can then add sub-steps within the Iteration, for example:
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Within the sub-step, you then have access to the data of each value within the Iteration.
Flow Control
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Flow Control steps allow you to control what happens with the rest of the workflow, typically used as part of a conditional (If) step. Flow Control steps allow you to:
Do Nothing, End the Workflow as a Success, or End the Workflow as a Failure
Emit a log
Send an email
If
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If actions function the same as an if() statement in code, allowing you to consider two values with an operator. Within the workflow editor, you can then create Then and Else actions, as seen here:
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Wait
This step lets you delay, regardless of any iteration or anything else that’s happening.
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