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.
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
If you manage multiple companies, it's important to ensure that you're switched to your own company profile before creating required blueprints (and associated resources). For more information please see our private marketplaces page.
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.
Any resources you upload to the private marketplace for your own 'parent' company will be available to your 'child' companies (via their private marketplaces). Similarly, any resources uploaded to the private marketplace for a 'child' company will be available to the 'parent' company AND all child-sibling companies. For more information please see About private marketplace access.
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:
If you don't see this option, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.
...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:
Here you'll see all process flows that have been created within the current company profile, which are deployed.
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:
The select connectors list will show all connectors that you have installed or built, which are NOT already selected.
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:
The select cross-reference lookups list will show all lookups that you have installed or created, which are NOT already selected.
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:
The select caches list will show all caches that you have created, which are NOT already selected.
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.
Check your notification centre for confirmation if you miss the popup message when this is done.
