Introduction

Having built resources that you want to share, they can be uploaded to your private marketplace. You can upload a package of resources as a blueprint, or individual components (connectors, process flows, scripts, and cross-reference lookups.

Pages in this section

• Uploading a new blueprint

• Uploading a new connector

• Uploading a new process flow

• Uploading a new script

• Uploading a new cross-reference lookup

Introduction

If you manage multiple company profiles, it can be useful to share resources between them. With appropriate user roles & permissions, you can access a private marketplace for your company profile. Any blueprints, connectors, process flows, scripts or cross-reference lookups that you build can be uploaded to your private marketplace to be viewed/installed by:

• Users associated with your own company profile

• Users associated with any linked companies that you manage

Need to know

• To upload resources to your private marketplace, your user account must be associated with an administrator role.

• To install resources from your private marketplace, user accounts must be associated with a manager role or above.

• You can bundle resources into a blueprint and upload this blueprint to your private marketplace. A blueprint can include Patchworks connectors, custom connectors, process flows, scripts, cross-reference lookups, caches and data pools.

• You can upload individual custom connectors, process flows, scripts, and cross-reference lookups to your private marketplace.

• To upload a process flow (or bundle a process flow in a blueprint), it must be deployed.

• To upload a script (or bundle a script in a blueprint), it must be saved and deployed.

Resource visibility for linked companies

If you are a parent company administrator managing multiple linked profiles, you might upload resources to your own private marketplace and/or the private marketplace for any child company.

With this in mind, it's important to understand how resource visibility works in a parent/child company context. This is shown in the table below:

Introduction

Having , , and a process flow, you can upload it to the process flows section of your private marketplace. This guide walks through the steps needed to achieve this.

Need to know

When you upload a process flow, any configured connectors, scripts, cross-reference lookups, caches and de-dupe pools will be included.

Preparation

Ensure that the process flow you want to upload is and .

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | process flows options - all of your process flows are listed.

Step 3 Click the name of the process flow that you want to upload - the process flow is displayed.

Step 4 Click the settings option from the actions bar:

Move down to the versions panel and ensure that the deployed version is displayed - check that this is the version that you want to upload.

Step 5 Click the ellipses associated with the deployed version and select the upload to marketplace option:

Step 6 Click the upload button to upload this process flow to your private marketplace. The upload is queued for processing and will be completed as soon as possible.

Introduction

Having created and saved a cross-reference lookup, you can upload it to the cross-reference lookups section of your private marketplace. This guide walks through the steps needed to achieve this.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select the cross-reference lookups option - all of your cross-reference lookups are listed.

Step 3 Click the name of the lookup that you want to upload, to access details, then click the upload button:

Step 4 The upload is queued for processing and will be completed as soon as possible.

Changing a private marketplace blueprint

Suppose you need to change any component within a blueprint that's in your private marketplace (i.e. a blueprint that has been uploaded to your private marketplace and is available from the blueprints tab). In this case, you need to follow the steps below.

Step 1 Make changes to connectors, process flows, scripts, or cross-reference lookups, as needed.

Step 2 Delete the existing blueprint from your private marketplace.

Step 3 Upload a new blueprint with updated resources.

Changing a private marketplace connector

Suppose you need to change a custom connector that's in your private marketplace (i.e. a connector that has been uploaded to your private marketplace and is available from the connectors tab). In this case, you can make the required changes and then re-upload the connector - the steps for this are:

Step 1 Select process flows | connectors & instances from the left-hand navigation menu to view your installed/custom-built connectors.

Step 2 Find the connector that you want to update and make changes to the as needed:

Step 3 When any changes are saved for a connector that has already been uploaded to the marketplace, a re-upload button becomes available:

Step 4 If this connector is in use for any of your linked ('child') companies, you'll see an update available option when viewing connectors in that company profile - for example:

...use this to install your updates.

Changing other private marketplace resources

If you need to change a process flow, script, or cross-reference lookup that's in your private marketplace, follow the steps below.

Step 1 Make the required changes to the resource.

Step 2 Delete the existing resource from your private marketplace.

Step 3 Upload the updated resource.

Introduction

Your private marketplace can be accessed via the main Patchworks marketplace - it's simply a case of toggling between 'public' and 'private'.

The steps

Step 1 Log into the dashboard and (if you're managing multiple company profiles) ensure that you've .

Step 2 Select a tab to view: , , , , or .

Step 3 Click the private tab to the right of the tabs:

Any resources that have been uploaded by users associated with your company profile or (for linked companies) your parent company profile are displayed - for example:

Introduction

Having , you can upload it to the scripts section of your private marketplace. This guide walks through the steps needed to achieve this.

Preparation

Ensure that the script that you want to upload is

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | scripts options - all of your custom scripts are listed.

Step 3 Find the script that you want to upload - it should have a deployed status:

Step 4 Click the name of the script to access script details, then click the upload button:

Step 5 The upload is queued for processing and will be completed as soon as possible.

Introduction

Having built a custom connector (or edited a Patchworks connector to work in a different way), you can upload it to the connectors section of your private marketplace. This guide walks through the steps needed to achieve this.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | connectors options - all of your installed/custom connectors are listed.

Step 3 Find the connector that you want to upload - it should be displayed with the name of your company profile (rather than Patchworks) and an upload option:

Step 4 Click the upload option.

Step 5 The upload is queued for processing and will be completed as soon as possible. Check your notification centre for confirmation if you miss the popup message when this is done:

Introduction

Having added all resources that you want to include in a blueprint (, , , and ) 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 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.