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.

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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

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 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 and publish this to your private marketplace. A blueprint can include any number of process flows, with all associated connectors, scripts, cross-reference lookups, caches and data pools.

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

If you manage multiple company profiles, it's likely that you will need to share process flows and associated resources between them.

You can do this by creating your own blueprint, which can then be installed in any child companies that you manage. For more information, please refer to Working with private blueprints.

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 saved and deployed a custom script, 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 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.

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.