Building & uploading blueprints for your private marketplace
Introduction
Having added all resources that you want to include in a blueprint (custom connectors, process flows, scripts, and cross-reference lookups) you can create a blueprint and upload it to your private marketplace. This guide walks through the steps needed to achieve this.
Preparation
Creating and uploading a blueprint 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
The steps
Having created/installed/deployed all resources that you want to bundle as a blueprint, follow the steps below to build and upload your blueprint.
Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.
Step 2 Select the marketplace option from the left-hand navigation menu, then select the blueprint tab.
Step 3 Click the build new blueprint option:

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

Step 4 First, enter a name for this blueprint (this name is displayed for users to see in your private marketplace) and - if available - a link for any existing help documentation.

Step 5 Use the process flows dropdown list to select any process flows that you want to include:

Step 6 By default, any connectors found in previously selected process flows (via connector shapes) will be selected for inclusion in this blueprint. If required, you can use the select connectors field to choose additional connectors to be included:

Step 7 By default, any cross-reference lookups found in previously selected process flows (via map shape transformations) will be selected for inclusion in this blueprint. If required, you can use the select cross-reference lookups field to choose additional lookups to be included:

Step 8 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 blueprint. If required, you can use the select caches field to choose additional caches to be included:

Step 9 By default, any data pools found in previously selected process flows (via the de-dupe shape) will be selected for inclusion in this blueprint. If required, you can use the select data pools field to choose additional data pools to be included:

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

The upload is queued for processing and will be completed as soon as possible.
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