Building & uploading apps for your private marketplace

Introduction

Having added all resources that you want to include in an app (custom connectors, process flows, scripts, and cross-reference lookups) you can create an app and upload it to your private marketplace. This guide walks through the steps needed to achieve this.

Preparation

Creating and uploading an app requires you to select existing resources that you want to include. As such, all required resources (custom connectors, process flows, scripts, and cross-reference lookups) must be created and ready to use within your own multi-company profile - i.e.:

• Any custom connectors must be created

• Any Patchworks prebuilt connectors must be installed

• Any process flows must be created, enabled, and deployed

• Any scripts must be saved and deployed

• Any cross-reference lookups must be installed/created

If you manage multiple companies, it's important to ensure that you're switched to your own company profile before creating required apps (and associated resources). For more information please see our private marketplaces page.

The steps

Having created/installed/deployed all resources that you want to bundle as an app, follow the steps below to build and upload your app.

Step 1 Login to the Patchworks dashboard - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).

Step 2 Select the marketplace option from the left-hand navigation menu, then click the build new app option:

If you don't see this option, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.

...now you can use the create an app form to select all resources that you want to include in this app:

Step 3 First, enter a name for this app (this name is displayed for users to see in your private marketplace) and - if available - a link for any existing help documentation.

Step 4 Use the process flows dropdown list to select any process flows that you want to include:

Here you'll see all process flows that have been created within the current company profile, which are deployed.

Step 5 By default, any connectors found in previously selected process flows (via connector shapes) will be selected for inclusion in this app. If required, you can use the select connectors field to choose additional connectors to be be included:

The select connectors list will show all connectors that you have installed or built, which are NOT already selected.

Step 6 By default, any cross-reference lookups found in previously selected process flows (via map shape transformations) will be selected for inclusion in this app. If required, you can use the select cross-reference lookups field to choose additional lookups to be be included:

The select cross-reference lookups list will show all lookups that you have installed or created, which are NOT already selected.

Step 7 By default, any caches found in previously selected process flows (via add to cache and load from cache shapes) will be selected for inclusion in this app. If required, you can use the select caches field to choose additional caches to be be included:

The select caches list will show all caches that you have created, which are NOT already selected.

Step 8 By default, any data pools found in previously selected process flows (via the de-dupe shape) will be selected for inclusion in this app. If required, you can use the select data pools field to choose additional data pools to be be included:

Step 9 Click the upload button to upload this app to your private marketplace:

The upload is queued for processing and will be completed as soon as possible. Check your notification centre for confirmation if you miss the popup message when this is done: