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How to Guide
This section provides comprehensive, step-by-step instructions for configuring and using tools from the Tools module.
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How to Build a Custom Function
Follow these steps to create a user-defined tool for executing reusable, bespoke logic.
Select "Custom": After clicking Create Tool, choose the Custom option.
Enter Tool Details: Provide a Tool Name and Description. The name should be unique and descriptive, while the description explains its purpose.
Write the Code: In the code editor section, you'll find a Python template. Write your custom business logic within the def your_function_name(your_arguments): function. Your code should be self-contained and perform the desired task.
Test the Function: After writing your code, click the Test button to ensure it works as expected.
Submit: Once satisfied, click the Submit button to create and save your custom function.
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How to Create a New API Tool
This section walks you through the process of creating a custom API tool using the Unified Tools module. These tools can be used within workflows to call third-party APIs using secure credentials and dynamic inputs.
Select "API": After clicking Create Tool, choose the API option.
Enter Tool Details: Provide a Name and Description for your API tool.
Configure API Details:
API URL: Enter the complete endpoint URL.
HTTP Method: Select the appropriate HTTP method (e.g., GET, POST) from the dropdown.
Headers and Parameters:
Headers: Add any required HTTP headers as key-value pairs.
Parameters: Add any URL query parameters.
Test: Click the Test button to validate your configuration and ensure the API call is successful.
Submit: Once satisfied with the test results, click Submit to create and save your API tool.