topic Re: Working on my first recipe and was wondering if a Default Company is required in Workato Pros Discussion Board

Working on my first recipe and was wondering if a Default Company is required

johnw — Fri, 21 Jul 2023 14:18:54 GMT

Whenever a SKU is created or updated in one of our companies, I have a recipe that will update the fields in SFDC.

but its only working for one of the companies in Epcior, and we have 3. I see where in the connector the Default Company is required (and greyed out now) to the one company that is working. is there a way to have the same recipe look in all companies?

thanks

Re: Working on my first recipe and was wondering if a Default Company is required

marlon-muela — Tue, 25 Jul 2023 07:26:50 GMT

Hi,

This is Marlon from Support Team.
You can only use one account/credential per recipe for a connector. Please clarify where you get the Company Name as a required field in an Object. Also, what action are you using?

Since you are new to Workato, I recommend you go through our Automation courses: https://academy.workato.com/.

Re: Working on my first recipe and was wondering if a Default Company is required

johnw — Tue, 25 Jul 2023 13:57:55 GMT

in our Epicor we have 3 different Companies “AUS1”,”AUS2” and “PICO”

when I built my recipe I setup a connector for Epcior Pilot and there is a Default Company ID which I selected PICO in my test

in this test if I go into the PICO company and make a change to a part description that changes gets put into SFDC sandbox as I want but if I go into AUS1 or AUS2 and make a change in Epcior those changes don’t get moved

was wondering how I can create a recipe in epiocr to look at all the companies?

I know more SFDC than Epicor so I may not know the proper terminology so hopefully these images help

Re: Working on my first recipe and was wondering if a Default Company is required

marlon-muela — Mon, 31 Jul 2023 02:52:26 GMT

For your EPICOR connector, it is only limited to one Company. Hence, you will need to create different recipes per Company to add the SKU in Salesforce.

Re: Working on my first recipe and was wondering if a Default Company is required

johnw — Mon, 31 Jul 2023 13:16:22 GMT

woah .... that sucks that means we have to clone and manage each recipe for our 3 different companies... is there a way to use the same recipe with 3 different Epicor connections? or literally need 3 different recipes.

Re: Working on my first recipe and was wondering if a Default Company is required

marlon-muela — Tue, 01 Aug 2023 04:39:36 GMT

Epicor created the connector and not a platform connector from Workato. I suggest you reach out to Epicor since the configuration for the Company is under the connector level.
Another workaround is to use HTTP/SDK connector for the other company.

Re: Working on my first recipe and was wondering if a Default Company is required

johnw — Tue, 01 Aug 2023 13:46:36 GMT

have a call with Epicor today to see what they say.

worse case I'm thinking maybe an old school approach and have a nightly BAQ run a report to a server and have a recipe connect to the Excel file but really like the instant dynamic approach obviously 🙂

Re: Working on my first recipe and was wondering if a Default Company is required

johnw — Wed, 02 Aug 2023 13:05:02 GMT

Update: Epicor claims that we only need 1 connector and 1 Recipe to accomplish this but since we are in the end stages of our migration to Epicor Cloud we aren't scheduling a call to dive deeper into HOW this works for a few weeks... but will report back when I do.

Re: Working on my first recipe and was wondering if a Default Company is required

johnw — Wed, 20 Sep 2023 22:07:55 GMT

so what I had to do was convert my 1 Recipe to a function and then create 3 separate Recipes (1 for each company) that does nothing but call that function.