Working with Utilities
Navigate to Settings > Utilities to configure the following Work-Relay Utilities:
- Admin - Configure options for Forms (from version 8.2).
- Custom Functions - Configure Custom Functions, for advanced customization within formulas (from version 8.2).
- Query - Write and test the execution of queries.
- Call API - Execute API methods of various parts of Work-Relay.
- Calculate Formula - Calculate and validate a Formula by viewing the results.
- Workflow History - Select a Process Version and Record in order to view the entire History of the Process Instance.
Admin
- Enable Old Loading Mode - When enabled, Forms will load and be displayed in the legacy mode. The current Forms engine performance is enhanced and typically preferable, however older or more complex Forms may render more effectively using the legacy mode. Please contact support if you notice issues with Forms loading in the current mode, but operating as desired in the legacy mode.
- Reset Forms Cache - If a Form has been updated, or other updates have been made to rules or objects in Work-Relay and you are experiencing issues, try resetting the cache.
Custom Functions
See this article for details.
Query
The "Query" tab allows a Work-Relay Admin to write and test the execution of queries. Enter the desired query into the Query field and click the "Execute" button (3), as in the example below:
The "Execute Count" button (4) executes a count()
query, in order to calculate the number of records returned from the specified object, as in the example below:
The "Execute Describe" button (5) allows the user to get object or field properties, by entering an object name or object field name, as in the example below:
Call API
The "Call API" tab allows a Work-Relay Admin to execute API methods of various parts of Work-Relay. Populate the required fields and click the "Execute" button (6) to view the results, as in the example below:
Parameters should be entered in JSON format.
The "Load limits" button (5) retrieves current Salesforce limits. No data need be entered in the available fields in to show them, as in the example below:
Calculate Formula
The "Calculate Formula" tab allows a Work-Relay Admin to calculate (8) and validate (9) a specified formula and view the results, as in the examples below:
Workflow History
The "Workflow History" tab allows a Work-Relay Admin to select any Process Version (10) and any Record (11) of the corresponding Data Source Object, then click the "Load History" button (12) to view the entire History of the Process Instance, as in the example below:
The results displayed are the same as can be found on the Process Details page within the Work-Relay progress bar component.
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