Way We Do
Way We Do enables teams to actively use repeatable policies, procedures, processes and playbooks in their day to day workflows to increase efficiency, quality and compliance.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Way We Do |
| URL | https://support.waywedo.com |
| support@waywedo.com |
| Connector Metadata | |
|---|---|
| Publisher | Way We Do |
| Website | https://www.waywedo.com |
| Privacy policy | https://www.waywedo.com/privacy-policy/ |
| Categories | Productivity;Business Management |
Way We Do enables teams to actively use repeatable policies, procedures, processes and playbooks in their day to day workflows to increase efficiency, quality and compliance. This connector offers the ability to integrate your other applications with Way We Do.
Prerequisites
To use this connector, you will first need to create an account on Way We Do.
How to get credentials
You will need to generate an API key to use with this connector by following the instructions on our support site.
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| API Key | securestring | The API Key for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Add a comment to a checklist instance step |
Adds a new comment to an Activated Checklist Instance step. |
| Add a New User |
Creates and invites a new user. |
| Complete a Checklist Step |
Mark a specific step in a checklist instance as complete. |
| Create Checklist Instance |
Creates a new activated checklist instance. |
| Find Checklist |
Search for a checklist by title |
| Find Checklist Instance |
Search for a checklist instance by title. |
| Find Checklist Step |
Find a step of a checklist instance |
| Find User |
Search for a user by name or email. |
| Get A Checklist Instance |
Retrieve a specific checklist instance by ID |
| Get A Checklist Or Procedure |
Retrieve a specific checklist or procedure by ID |
| Get A Checklist Step |
Retrieve a specific checklist step by ID |
| Get Checklist Instance Activity |
Retrieve all activity for a checklist instance |
Add a comment to a checklist instance step
Adds a new comment to an Activated Checklist Instance step.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Checklist Instance ID
|
instanceId | True | string |
Select the checklist instance |
|
Step ID
|
stepId | True | string |
Select the step of the checklist instance |
|
User ID
|
userId | True | integer |
Select the user creating the comment |
|
Comment Text
|
message | True | string |
Specify the comment to add |
Returns
- Body
- ChecklistComment
Add a New User
Creates and invites a new user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
First Name
|
firstName | True | string |
The first name of the user. |
|
Last Name
|
lastName | True | string |
The last name of the user. |
|
Email
|
True | string |
The email address of the user. |
|
|
Security Role
|
securityRole | True | integer |
Select a security role. |
|
companyRoles
|
companyRoles | array of integer | ||
|
Time Zone
|
timeZoneId | True | string |
Select the user's timezone. |
Returns
- response
- object
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance Id
|
instanceId | True | guid |
Select the checklist instance |
|
Step Id
|
stepId | True | guid |
Select the checklist step |
|
User ID
|
userId | True | integer |
Select the user completing the step |
Returns
Create Checklist Instance
Creates a new activated checklist instance.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Procedure ID
|
procedureId | True | integer |
Select a checklist master |
|
Title
|
title | True | string |
The title of the checklist instance |
|
User ID
|
userId | True | integer |
Select the user creating the instance |
Returns
- Body
- ChecklistInstance
Find Checklist
Search for a checklist by title
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Checklist Title
|
query | string |
The title of the checklist |
Returns
- response
- array of Procedure
Find Checklist Instance
Search for a checklist instance by title.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Procedure ID
|
procedureId | True | integer |
Select a checklist |
|
Instance Title
|
query | string |
The title of the checklist instance. |
Returns
- response
- array of ChecklistInstance
Find Checklist Step
Find a step of a checklist instance
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance Id
|
instanceId | True | guid |
Select the checklist instance |
|
Step Title
|
query | string |
Search for a step title |
Returns
- response
- array of ChecklistStep
Find User
Search for a user by name or email.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Email Address Or Name
|
query | string |
The name or email address of the user. |
Returns
- response
- array of User
Get A Checklist Instance
Retrieve a specific checklist instance by ID
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance ID
|
instanceId | True | guid |
The ID of the checklist instance |
Returns
- Body
- ChecklistInstance
Get A Checklist Or Procedure
Retrieve a specific checklist or procedure by ID
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Procedure ID
|
procedureId | True | integer |
The ID of the checklist or procedure |
Returns
- Body
- Procedure
Get A Checklist Step
Retrieve a specific checklist step by ID
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance Id
|
instanceId | True | guid |
The ID of the checklist instance |
|
Step Id
|
stepId | True | guid |
The ID of the checklist step |
Returns
- Body
- ChecklistStep
Get Checklist Instance Activity
Retrieve all activity for a checklist instance
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Instance Id
|
instanceId | True | guid |
Select the checklist instance |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
Occurred
|
occurred | date-time |
The date and time the activity occurred. |
|
Description
|
title | string |
A description of the activity that occurred. |
Triggers
| When a checklist instance is started |
This operation triggers when a checklist instance is started. |
| When a checklist is finished |
This operation triggers when a checklist is finished. |
| When a checklist step is completed |
This operation triggers when a checklist step is completed. |
| When a comment is added to a checklist |
This operation triggers when a new comment is added to a checklist. |
| When a procedure is accepted |
This operation triggers when a procedure is accepted. |
| When a supervisor is invited |
This operation triggers when a supervisor invite is generated. |
When a checklist instance is started
When a checklist is finished
When a checklist step is completed
When a comment is added to a checklist
When a procedure is accepted
When a supervisor is invited
This operation triggers when a supervisor invite is generated.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Instance ID
|
instanceId | string |
The unique ID of the checklist instance. |
|
Instance Title
|
instanceTitle | string |
The title of the checklist instance. |
|
Procedure ID
|
procedureId | integer |
The unique ID of the procedure. |
|
Supervisor Email
|
collaborator | string |
The email address of the supervisor |
|
User Email
|
createdBy | string |
The email address of the user that invited the supervisor. |
|
Invite Sent
|
created | date-time |
The date and time the invite was created. |
Definitions
ChecklistInstance
| Name | Path | Type | Description |
|---|---|---|---|
|
Instance ID
|
id | string |
The unique ID of the checklist instance. |
|
Procedure ID
|
procedureId | integer |
The unique ID of the procedure. |
|
Instance Title
|
title | string |
The title of the checklist instance. |
|
Instance URL
|
url | string |
The URL to the checklist instance. |
|
Instance Created Date
|
created | date-time |
The date and time the checklist instance was started. |
|
Instance User
|
createdBy | string |
The email address of the user who started the checklist instance. |
|
Instance Finish Date
|
finished | date-time |
The date and time the checklist instance was finished. |
ChecklistStep
| Name | Path | Type | Description |
|---|---|---|---|
|
Step ID
|
id | string |
The unique ID of the instance step. |
|
Step Title
|
title | string |
The title of the instance step. |
|
Step Number
|
ordinal | integer |
The number of the instance step. |
CompletedStep
| Name | Path | Type | Description |
|---|---|---|---|
|
Completion ID
|
id | string |
The unique ID of the checklist step completion. |
|
Instance ID
|
instanceId | string |
The unique ID of the checklist instance. |
|
Procedure ID
|
procedureId | integer |
The unique ID of the procedure. |
|
Step Completed Date
|
created | date-time |
The date and time the checklist step was completed. |
|
Completed By
|
createdBy | string |
The email address of the user that completed the checklist step. |
|
step
|
step | ChecklistStep | |
|
Decision Choices
|
decisionChoices | array of string |
The list of choices made if the step is a decision point. |
ChecklistComment
| Name | Path | Type | Description |
|---|---|---|---|
|
Comment ID
|
id | string |
The unique ID of the comment. |
|
Comment Type
|
type | integer |
The type of comment; either 1 (standard) or 2 (attachment). |
|
Procedure ID
|
procedureId | integer |
The unique ID of the procedure. |
|
Procedure Title
|
procedureTitle | string |
The title of the procedure. |
|
Instance ID
|
instanceId | string |
The unique ID of the checklist instance. |
|
Step ID
|
stepId | string |
The unique ID of the checklist step. |
|
Instance Title
|
instanceTitle | string |
The title of the checklist instance. |
|
Comment Text
|
comment | string |
The comment text added to the step. |
|
Comment Date
|
created | date-time |
The date and time the comment was created. |
|
Comment User
|
createdBy | string |
The email address of the user who created the comment. |
|
Comment Attachment URL
|
imageUrl | string |
The URL to the attached file. Valid for 5 minutes. |
Procedure
| Name | Path | Type | Description |
|---|---|---|---|
|
Procedure ID
|
id | integer |
The unique ID of the procedure. |
|
Procedure Title
|
title | string |
The title of the procedure. |
|
Procedure Status
|
status | string |
The publishing status of the procedure. |
|
Procedure Summary
|
summary | string |
The summary of the procedure. |
|
Created By
|
createdBy | string |
The email of the user that created the procedure. |
|
Procedure URL
|
url | string |
The URL of the procedure. |
|
Restricted
|
restricted | boolean |
Wether the procedure is restricted or not. |
|
Procedure Type
|
type | integer |
The type of procedure; 1 (standard) or 2 (checklist) |
ProcedureAcceptance
| Name | Path | Type | Description |
|---|---|---|---|
|
Acceptance ID
|
id | integer |
The unique ID of the procedure acceptance |
|
Accepted
|
accepted | date-time |
The date and time the procedure was accepted. |
|
Accepted By
|
createdBy | string |
The email address of the user that accepted the procedure. |
|
PDF File Name
|
fileName | string |
The file name of the generated PDF. |
|
PDF URL
|
attachmentUrl | string |
The URL to the generated PDF. Valid for 5 minutes. |
|
Procedure Title
|
procedureTitle | string |
The title of the accepted procedure. |
User
| Name | Path | Type | Description |
|---|---|---|---|
|
User ID
|
id | integer |
The unique ID of the user. |
|
First Name
|
firstName | string |
The first name of the user. |
|
Last Name
|
lastName | string |
The last name of the user. |
|
Email
|
string |
The email address of the user. |
object
This is the type 'object'.