Installing a blueprint
Last updated
Last updated
Having purchased a blueprint from the , it is added to your company profile and can be installed via the in your dashboard.
Once installed, all blueprint components (connectors, process flows, scripts, etc.) are added to the relevant area of your Patchworks dashboard - connectors are added to your , process flows are added to your , custom scripts are added to etc.
After installation, some setup is required before you put your installed process flows live. This setup varies for each blueprint and you'll find a for each.
If you install a blueprint which includes a connector that you've already installed from the , a fresh copy of that connector is installed alongside the existing one. You can then decide which one to use.
As part of the blueprint installation process, you can add instances for included connectors - this is where you provide your authentication credentials for the associated third-party system. If you have the required credentials to hand, we recommend adding them here.
When a blueprint is installed, its process flows are disabled and set to a draft status. When you are ready, you should and any process flows that you want to use. Keep in mind that your determines the number of process flows and connectors that you can deploy.