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Soft Expert Workflow

The Soft Expert Workflow node allows you to automate work in Soft Expert Workflow, and integrate Soft Expert Workflow with other applications. Robbot Automation has built-in support for a wIde range of Soft Expert Workflow credentials.

On this page, you'll find a list of operations the Soft Expert Workflow node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Workflow credentials for guIdance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Workflow list.

Basic Operations​

  • New Workflow
    • Process Id
    • Workflow Title
    • User Id
  • New Workflow Edit Data & New Workflow Type Edit Data
    • Process Id
    • Workflow Title
    • User Id
    • Requester
    • Entity List
    • Attribute List
    • Workflow Type Id (only type edit part parameter)
  • Edit Workflow Data
    • User Id
    • Workflow Id
  • Edit Entity Record
    • Workflow Id
    • Entity Id
    • Entity Attribute List
    • Relationship List
    • Entity Attribute File List
  • New Child Entity Record
    • Workflow Id
    • Entity Attribute List
    • Relationship List
    • Entity Attribute File List
    • Main Entity Id
    • Child Relationship Id
  • New Child Entity Record List
    • Workflow Id
    • Main Entity Id
    • Child Relationship Id
    • Entity Record List
  • Edit Child Entity Record
    • Workflow Id
    • Entity Attribute List
    • Relationship List
    • Entity Attribute File List
    • Main Entity Id
    • Child Relationship Id
    • Child Record Oid
  • Delete Child Entity Record & Clear Child Entity Record
    • Workflow Id
    • Main Entity Id
    • Child Relationship Id
    • Child Record Oid (only delete part parameter)
  • Edit Attribute Value
    • Attribute List
    • Workflow Id
  • New Attachment
    • User Id
    • Workflow Id
    • Activity Id
    • File Name
    • File Content
    • Attachment Id
    • Attachment Name
    • Summary

Example Usage​

This workflow allows you to create a new task in Soft Expert Workflow. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Workflow node​

  1. First of all, you'll have to enter credentials for the Soft Expert Workflow node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.