Create an Operation

Created by Reachware Support, Modified on Sun, 15 Mar at 3:57 PM by Reachware Support

Understanding the Operation

In Reachware Studio, Operations define the communication between systems and Reachware via API endpoints. These operations can either export (retrieve data from a system) or import (send data to a system).

This guide outlines how to create a new operation, set it up, and test its functionality.

How to Create a New Operation

1
Add Operation

Click "Add Operation" on the dashboard.

2
Select System

A list of available systems appears. Each entry shows the system logo, name, and description. Use the search bar to quickly find your target system, then click on it to proceed.

3
Fill in Operation Details

Complete the general information for the operation.

General Information

FieldDescription
Operation NameA user-defined name to identify the operation.
Operation TypeExport (GET/POST) or Import (POST/PUT/PATCH/DELETE)
SystemChoose from a predefined list of systems.
Operation GroupClassify the operation (e.g., Customer, Invoice).
Retrieve URIThe endpoint URL used to retrieve or send data (e.g., /api/customer/{{customer_id}}).
Professional Hint

You can create a new Operation Group by navigating to the System window, then from the System List select Actions → View, opening the Operation Group tab, and clicking "Add New Group".

Query Parameters

FieldDescription
KeyParameter name (e.g., status)
ValueCan be set in two ways:

1. Dynamic: Use {{double curly braces}} to define a variable, the value gets filled in the Flow Template at runtime.


2. Fixed: Enter a plain value, use this only if the value will never change.




Professional Hint

 

Always try to use the Dynamic way, it gives you more flexibility to reuse the same operation across different flows.

Request Body

HTTP Method

MethodUse
GETRetrieve data
POSTCreate records
PUTUpdate entire record
PATCHUpdate specific fields
DELETERemove records

Body Type

TypeUse When
noneGET or DELETE requests
rawMost API calls (JSON/XML)
form-dataFile uploads
x-www-form-urlencodedHTML forms

Format (for raw type)

  • Json — Most common
  • Xml — For XML APIs
  • Text — Plain text
  • JavaScript — JavaScript data format 
  • HTML  HTML content format

Request Body Structure

Use JSON format with placeholders:

{
  "SiteID""{{site_id}}",
  "ExpiryDate""{{expiry_date}}"
}

Operation Variables

FieldDescription
NameVariable name used in the operation.
ValueOptional default value. Leave Value empty and filled in the Flow Template. This keeps the operation flexible and reusable across multiple flows. 
Description

A short note explaining what this variable is for, helps others understand the operation.

Variable Type
The data type of the variable's value (String, boleen, integer, etc...)


4
Connection Validation

Select the relevant connection, then click "Test Connection" to verify the endpoint's accessibility. After successful validation, click "Run" to simulate the API operation.

5
Preview Data

Inspect both the HTTP Request and HTTP Response formats. You can download or save the result as JSON for further analysis.

6
Save

Click Save to apply your configuration.


Related Topics

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