To automate tasks within the Workiva platform as part of a chain, such as to enable the exchange of data with other data sources, add a step that includes a Workiva connection command.
Connection Properties
To enable these commands, an IT admin first creates an OAuth2 grant associated with a Workiva integration user, creates a Workiva connection, and configures its credentials and properties:
| Input |
Detail |
| ID |
Enter the randomly generated ID in the OAuth2 grant used to identify the integration user |
| Secret |
Enter the randomly generated secret in the OAuth2 grant used to identify the integration user |
Note: All sensitive credentials are automatically encrypted and stored at 2,048-bit encryption.
Clear Sheet Data
Clears all data in a Wdesk spreadsheet
Inputs
| Input |
Detail |
| Speadsheet ID |
Enter the unique identifier for the spreadsheet to clear |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet with the spreadsheet to clear |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create File
Uploads a CSV, JSON, or ZIP file, and lists its records. You can also upload the URL to the file, such as an S3 signed URL to a file in an S3 bucket.
- If a JSON file, it must have a single JSON record per line—a JSON file is a series of JSON objects delimited by a newline character.
- If a ZIP file, it must contain a single CSV or JSON file, whose name is used to name the imported file. Downloading the file again downloads the source.
- If a URL, the endpoint makes a request to get a file using a simple unauthenticated
GET request.
Note: All files uploaded must have a .CSV or .JSON extension.
Inputs
| Input |
Detail |
| Table ID |
Enter the ID of the table to list the files of |
| File |
Enter the file to upload. Ignored if the Download URL input is set. |
| Name |
If the Download URL input is set, enter the name of the downloaded file. By default, the base name of the Download URL input. |
| Download URL |
Enter the URL that points to the file to download, such as an Amazon S3®-signed URL. Optional if the File input is set. The command makes a simple GET request against the URL, with no authentication. |
Outputs
| Output |
Output Type |
| Results |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Pivot View
Given a query and query result, creates a new pivot view
Inputs
| Input |
Detail |
| Name |
Enter the unique name of the pivot view |
| Query ID |
Enter the ID of the query to create the view from |
| Query Result ID |
Enter the ID of the query result to create the view from |
| Additional Metadata |
Enter the user-defined metadata to attach to the pivot view as a JSON object (optional) |
Outputs
| Output |
Output Type |
| Pivot View |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Preview Query
Creates a temporary preview query on a table that can then be executed
Inputs
| Input |
Detail |
| Table ID |
Enter the ID of the table to query |
| Limit |
Enter the maximum number of results to return |
| File |
If specified, enter the name of the file in the table to query |
Outputs
| Output |
Output Type |
| Query |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Query
Creates a new query
Inputs
| Input |
Detail |
| Name |
Enter the unique name of the query |
| Description |
Enter the description of the query |
| Primary Result ID |
If specified, enter the ID of the default result to populate with the query results |
| Query Text |
Enter the query definition as would be entered in Advanced Query Mode, as Presto SQL syntax |
| Temporary |
To generate the query only temporarily, and not show it in your workspace, check this box |
| Parameters |
Enter the parameters required to run the query |
Outputs
| Output |
Output Type |
| Query |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Sheet
Adds a new sheet to a spreadsheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the sheet to add the spreadsheet to |
| Name |
Enter the unique name of the sheet to add the spreadsheet to |
| Sheet Index |
The index of the new sheet within the spreadsheet. By default, the command adds the sheet as the top sheet. |
| Parent Sheet ID |
Enter the ID of the parent sheet to create the sheet under. To add to the root spreadsheet, leave blank. |
Outputs
| Output |
Output Type |
| Sheet Metadata |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Spreadsheet
Creates a new spreadsheet
Inputs
| Input |
Detail |
| Name |
Enter the unique name of the spreadsheet to create |
Outputs
| Output |
Output Type |
| Sheet Metadata |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Create Table
Creates a new table in your workspace
Inputs
| Input |
Detail |
| Name |
Enter the unique name of the new table |
| Description |
Enter a description of the new table |
| Type |
Select whether to create a Data or Lookup table |
| Columns |
Add the columns to include in the table. For each column, enter its name, data type, alias, and description. For Mode, leave the default of Nullable. |
Outputs
| Output |
Output Type |
| Table |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete File
Deletes a file from your workspace
Inputs
| Input |
Detail |
| File ID |
Enter the ID of the file to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete Pivot View
Deletes a pivot view within the specified ID
Inputs
| Input |
Detail |
| ID |
Enter the ID of the pivot view to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete Query
Deletes a query within the specified ID
Inputs
| Input |
Detail |
| Query ID |
Enter the ID of the query to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete Sheet
Deletes a sheet and all of its child sheets (recursively)
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet with the sheet to delete |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete Spreadsheet
Deletes a spreadsheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Delete Table
Deletes a table from your workspace
Inputs
| Input |
Detail |
| Table ID |
Enter the unique identifier of the table to delete |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Download File
Downloads a file from your workspace
Inputs
| Input |
Detail |
| File ID |
Enter the ID of the file to download |
Outputs
| Output |
Output Type |
| File |
File |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Download Pivot View
Downloads the content from a pivot view
Inputs
| Input |
Detail |
| ID |
Enter the ID of the pivot view to download |
Outputs
| Output |
Output Type |
| Pivot View Content |
File |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Download Query Result
Downloads the content from a query result to a file
Inputs
| Input |
Detail |
| Query Result ID |
Enter the ID of the query result to download |
Outputs
| Output |
Output Type |
| Query Result |
File |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Export File to Spreadsheet
Exports a file to a new or existing Wdesk spreadsheet
Inputs
| Input |
Detail |
| File ID |
Enter the ID of the file to export |
| Spreadsheet URL |
Enter the URL of the spreadsheet to export to. To create a new spreadsheet, leave blank. |
Outputs
| Output |
Output Type |
| Sheet Info |
File |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Export Query Result
Exports a query result to a new or existing Wdesk spreadsheet
Inputs
| Input |
Detail |
| Query Result ID |
Enter the ID of the query result to export |
| Spreadsheet URL |
Enter the URL of the spreadsheet to export to. To create a new spreadsheet, leave blank. |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get File Properties
Gets the properties of file in your Wdata workspace
Inputs
| Input |
Detail |
| File ID |
Enter the ID of the file to get properties of |
Outputs
| Output |
Output Type |
| File Properties |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Pivot View
Gets the metadata of a pivot view
Inputs
| Input |
Detail |
| ID |
Enter the ID of the pivot view to get metadata from |
Outputs
| Output |
Output Type |
| Pivot View |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Query Metadata
Gets the metadata of a query
Inputs
| Input |
Detail |
| Query ID |
Enter the ID of the query to get metadata from |
Outputs
| Output |
Output Type |
| Query |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Sheet Data
Fetches all of the data in a specified region of a sheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet to get data from |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet to get data from |
| Region |
Enter the A1 style representation of a cell or range, such as [Start Column][Start Row]:[Stop Column][Stop Row]. The range may be unbounded in any or all directions by leaving off the corresponding column or row. |
| Value Style |
Select whether to return the Raw or Calculated cell value. For example, if a cell's value is =1+:1, select Raw for =1+1, or Calculated for the calculated value of 2. |
Outputs
| Output |
Output Type |
| Row Count |
Integer |
| Data |
File |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Sheet Metadata
Gets the metadata of a sheet in a spreadsheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet with the sheet to get metadata from |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet to get metadata from |
Outputs
| Output |
Output Type |
| Sheet Metadata |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Spreadsheet Metadata
Returns the metadata of a spreadsheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet to get metadata from |
Outputs
| Output |
Output Type |
| Spreadsheet Metadata |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Get Table Metadata
Returns the metadata of a table
Inputs
| Input |
Detail |
| Table ID |
Enter the unique identifier of the table to get metadata from |
Outputs
| Output |
Output Type |
| Table |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Health Check
Checks the health of the Wdata API
Inputs
None
Outputs
| Output |
Output Type |
| Response |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Import File into Table
Imports a data file into a table
Inputs
| Input |
Detail |
| Table ID |
Enter the ID of the table to import the file into |
| File ID |
Enter the ID of the file to import into the table |
| Column Mappings |
Map each column in the file to the table's columns |
| Run Asynchronously |
To have the command run asynchonously and not wait until the import is complete before continuing with the chain, check this box |
| Tags |
To include metadata your organization tracks about the data, add tags and select their names and values |
Outputs
| Output |
Output Type |
| File Import |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Import Spreadsheet into Table
Imports a spreadsheet into a table and returns a file meta result
Inputs
| Input |
Detail |
| Table ID |
Enter the unique identifier of the table to import the file into |
| File ID |
Enter the unique identifier of the file to import the spreadsheet into (optional) |
| File Name |
Enter the unique name to give the file upon import into the table |
| Spreadsheet URL |
Enter the full URL of the spreadsheet to import data from |
| Run Asynchronously |
To have the command run asynchonously and not wait until the import is complete before continuing with the chain, check this box |
| Tags |
To include metadata your organization tracks about the data, add tags and select their names and values |
Outputs
| Output |
Output Type |
| File Import |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List File Errors
Lists errors associated with a file, usually due to an import
Inputs
| Input |
Detail |
| File ID |
Enter the ID of the file to get errors for |
Outputs
| Output |
Output Type |
| Error List |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Files
Given a table, retrieves a list of its files and their metadata
Inputs
| Input |
Detail |
| Table ID |
Enter the ID of the table to get files from |
Outputs
| Output |
Output Type |
| Files List |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Pivot Views
Lists the pivot views in your workspace, and retrieves their metadata
Inputs
None
Outputs
| Output |
Output Type |
| Pivot Views |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Queries
Lists the queries in your workspace, and retrieves their metadata
Inputs
None
Outputs
| Output |
Output Type |
| Queries |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Query Results
Lists the available results for a query
Inputs
| Input |
Detail |
| Query ID |
Enter the ID of the query to get results from |
Outputs
| Output |
Output Type |
| Query Results |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Sheets
Lists all sheets in a spreadsheet, and retrieves their metadata
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet to list the sheets of |
Outputs
| Output |
Output Type |
| Sheets |
JSON |
| No. of Sheets |
Integer |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
List Tables
Lists all tables and their metadata in your workspace
Inputs
None
Outputs
| Output |
Output Type |
| Table List |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Overwrite Sheet Data
Clears all cells in a sheet, and replaces the sheet with the values provided in the file
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet to overwrite sheet data in |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet to overwrite data in |
| Data File |
Enter the CSV file containing the data to populate the sheet with |
| Delimiter |
Enter the delimiter used in the Data File input |
Outputs
| Output |
Output Type |
| Row Written |
Integer |
| Cells Written |
Integer |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Run Query
Runs a query and immediately returns its result entity, which has an ID that can be used to download and export the results
Inputs
| Input |
Detail |
| Query ID |
Enter the ID of the query to run |
| Parameters |
If the query has parameters defined, enter their values |
| Run Asynchronously |
To run the query asynchronously, and not wait until the query finishes to complete the command, check this box |
Outputs
| Output |
Output Type |
| Query Result |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Un-import File from Table
Un-imports and removes a file from a table
Inputs
| Input |
Detail |
| Table ID |
Enter the unique identifier of the table to remove the file from |
| File ID |
Enter the unique identifier of the file to remove from the table |
Outputs
| Output |
Output Type |
| File Import |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Update Pivot View
Updates the metadata of a pivot view
Inputs
| Input |
Detail |
| ID |
Enter the ID of the pivot view to update |
| Name |
Enter the unique name of the pivot view |
| Query ID |
Enter the ID of the query to create the pivot view from |
| Query Result ID |
Enter the ID of the query result to create the pivot view from |
| Additional Metadata |
Enter the user-defined metadata to attach to the pivot view, as a JSON object (optional) |
Outputs
| Output |
Output Type |
| Pivot View |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Update Query Definition
Updates the properties of an existing query
Inputs
| Input |
Detail |
| Query ID |
Enter the ID of the query to update |
| Name |
Enter the unique name of the query |
| Description |
Enter the description of the query |
| Primary Result ID |
If specified, enter the ID of the default result to populate with the query results |
| Query Text |
Enter the query definition as defined in Advanced Query Mode, in the Presto SQL syntax |
| Temporary |
To generate the query only temporarily, and not show it in your workspace, check this box |
| Parameters |
Enter the parameters required to run the query |
Outputs
| Output |
Output Type |
| Query |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Update Sheet Metadata
Updates a metadata of a sheet in a spreadsheet
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet wit the sheet to update metadata in |
| Sheet ID/Name |
Enter the name or unique identifier of the sheet to update metadata in |
| Name |
Enter the unique name of the sheet |
| Sheet Index |
Enter the index of the new sheet in the list of sheets. By default, the commands at the sheet as the top sheet. |
| Parent Sheet ID |
Enter the ID of the parent sheet to create the sheet under. To add to the root spreadsheet, leave blank. |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Update Spreadsheet Metadata
Updates a spreadsheet's metadata
Inputs
| Input |
Detail |
| Spreadsheet ID |
Enter the unique identifier of the spreadsheet wit the sheet to update metadata in |
| Name |
Enter the unique name of the spreadsheet |
Outputs
None
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |
Update Table
Updates a table with the information specified
Inputs
| Input |
Detail |
| Table ID |
Enter the unique identifier of the table to update |
| Name |
Enter the unique name of the table to update |
| Description |
Enter a description of the table to update |
| Type |
Select whether to update a data or lookup table |
| Columns |
Add the columns to update the table with. For each column, enter its name, data type, alias, and description. For Mode, leave the default of Nullable. |
Outputs
| Output |
Output Type |
| Table |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
Error |