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Process flows

Introduction

The process flows section of the marketplace allows you to browse and install a range of prebuilt process flows:
A prebuilt process flow includes all resources that are needed, including:
Resource
Notes
All connectors used in the process flow are installed without instances.
If you install an process flow which includes a connector that you have already installed from the connector marketplace, a fresh copy of that connector is added alongside the existing one. You can then decide which one to use.
All scripts defined in script shapes are installed and deployed, ready for use.
All cross-reference lookups defined as map shape field transformations are installed and ready for use.
Any data pools defined in de-dupe shapes are added. These are 'clean' data pools (i.e. with no associated data), ready for use.
Any caches and cache keys defined in add to cache shapes are added. These are 'clean' caches (i.e. with no associated data), ready for use.

Browsing process flows

Having selected the process flows option from the marketplace, you can browse and install prebuilt process flows.
Process flows are displayed as tiles over a series of pages, which you can step through using page numbers at the bottom of the marketplace. Each process flow includes a visual summary of its component parts:
Here, the following details are shown for the process flow:
Resource
Notes
Name & description
The process flow name and description.
Date added to marketplace
The date that the process flow was uploaded to the marketplace.
Included connectors
Logos for connectors included in the process flow - i.e. connectors to be installed if you choose to install this process flow.
Created
The name of the company that created this process flow.
The number of connectors included in this process flow - i.e. connectors to be installed if you choose to install this process flow.
The number of custom scripts included in this process flow - i.e. scripts to be installed if you choose to install this process flow.
The number of steps in the process flow - i.e. the number of shapes after the initial trigger.
The number of cross-reference lookup tables included in this process flow - i.e. cross-reference lookups to be installed if you choose to install this process flow.
Indicates whether or not the process flow includes advanced shapes. Advanced shapes are: script, add to cache, load from cache. Read and write access to advanced shapes is determined by your Patchworks subscription.

Viewing a process flow

To see a read-only view of a process flow before it's installed, click the view button:
Here you can see the process flow, with a breakdown of its components:

Installing a process flow

To install a process flow, click the install button:
The process flow is queued for installation and can be found in your own process flows list soon after.
Depending on the process flow and your existing setup, you may need to add instances for newly installed connectors and confirm endpoint details for connection shapes. For more information please see Installing a prebuilt process flow.
For all information about working with process flows (including how to build your own), please see our Process flows section.