Organizational Setup Report Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Organizational Setup Report Crate do?

The Organizational Setup Report Crate offers a report of your managed organizations, including their installed integrations, mapping IDs, users, and organization variables. This can be helpful during the onboarding process to track your setup progress.

Find the webhook trigger URL to view the report, updated nightly.

Unpack the Organizational Setup Report Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Organizational Setup Report.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Edit your workflow name in the Workflow Name field, if desired.

7. Enter your estimate into the Time Saved field.

8. Note that you have the option under both the Webhook and Cron Job trigger accordion menus to activate the Crate for all future organizations in addition to the current one. Current org-only is the default. You may also set activation to certain tags, trigger criteria, or for integration overrides.

9. Click Unpack.

View the Crate report

The first run of the report usually takes some time, with subsequent runs completing more quickly. You can watch the progress in the results page.

1. Navigate to Automations > Workflows in the left side menu of your Rewst platfor,.

2. Search for View Org Setup Report.

   
3. Click the workflow to launch it in the Workflow Builder.

4. Select the Web GET trigger from the trigger drop-down selector.

5. Click to open the trigger.

6. Under Trigger Configuration, click View Webhook URLs.

7. Copy the URL and launch it in a new tab.

1. View the report. If desired after making changes, click Background Refresh Data to push the workflow to update the report.

An example of a completed report

Troubleshoot the Organizational Setup Report Crate

If the error x-Rewstsecret header not provided is given when pasting the webhook URL into a new tab to view the report:

1. Scroll down the trigger page in Rewst to locate the Secret Key field.

2. Clear the field.

3. Click Submit.

4. Refresh the tab where you pasted the webhook URL. The report should now appear.

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