Using a pre-request script for some process flows but not others

Scenario

When a pre-request script is added to a connector endpoint, it's applied wherever that endpoint is used in process flows. To use a pre-request script in some flows but not others, you'll need two 'flavours' of the endpoint - one with the script and one without.

If you want to use a post-request script in some process flows but not others, you can follow the same steps detailed here. However, you may prefer to apply your script in the connector shape.

Solution

Step 1 Ensure the script you want to apply has been created, tested, and deployed (via custom scripts).

Step 2 Log in to the Patchworks dashboard and select process flows | connectors & instances from the left-hand navigation menu.

Step 3 Find the connector to be updated and click the associated settings icon:

Step 4 Click the endpoints option at the top of the page:

Step 5 Find the endpoint to be used and click the clone button:

If the endpoint URL is particularly long, you may need to scroll horizontally to see the clone button.

Step 6 Refresh/reload the page to update the list of endpoints. Your newly cloned endpoint is shown - it has the same name as the original endpoint but with an incremented number, for example create customer (1):

Step 7 Click the name of the cloned endpoint:

You'll now see configuration options for this endpoint, with general endpoint details at the top and a series of endpoint setup tabs in the lower panel - for example:

Step 8 In the top endpoint details panel, change the endpoint name. The name entered here is displayed to users when configuring connector shapes and selecting an endpoint - we advise using a convention that indicates a pr-request script is present. For example, Create customer - WITH PRE-REQUEST SCRIPT:

Step 9 In the lower endpoint setup panel, select the pre-request script tab and then choose the script to be applied - for example:

All scripts created for your company are available for selection.

Step 10 Select the required version of this script - for example:

If your script is updated in future, remember to come back here and (if appropriate) select the later version.

Step 11 Click save and go back to save your changes and exit back to the list of endpoints:

Now you'll see two entries for this endpoint - the original, and your new version with the script:

So, when configuring a connector shape in process flows and browsing endpoints for this connector, you'll see the two options: