Replacement instances

Introduction

Having chosen to configure instance replacements for a virtual environment, a new replacement rule is displayed, ready for you to configure:

Having defined the first rule, you can add more - you must create one replacement rule for every instance that you need to replace in every process flow that will run in this environment.

Defining replacement rules for an instance

1

Select the required connector

Use the connector dropdown list and choose a connector that's included in any process flows that you'll be running in this virtual environment:

As you work through your replacement configuration, it's helpful to view related 'master' process flows in another browser tab. You can duplicate a Patchworks browser tab and navigate to a different page whenever needed.

2

Select the required ORIGINAL connector instance

Use the original dropdown list to select an instance in a 'master' process flow that must be replaced when this process flow runs in the given virtual environment - for example:

3

Select the required REPLACEMENT connector instance

Use the replacement dropdown list to select the replacement instance that must be used when this process flow runs in the given virtual environment - for example:

4

Confirm your selections

Click the create button (associated with this replacement rule) to confirm your selections:

The rule is added:

Once a rule is confirmed, it can't be edited. If you need to change a replacement rule, use the 'trash' icon to remove it and add a new one.

5

Add more replacement rules for connector instances

To add another replacement rule for a connector instance, click the top-right create button:

Update the new rule as required, then click the associated create button to confirm your selections:

Repeat as many times as needed to define all required instance replacements for all process flows that will be running in this virtual environment.

If you don't want to define ALL instance replacements now, that's OK. For example, you might choose to add the minimum number of replacements needed for testing, then define remaining rules (in a new draft) later, after initial testing is complete.

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