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.
Having built, enabled, and deployed 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.
You only need to upload a process flow to your private marketplace if you want to make it available for your users (and your linked company users) to download as a standalone resource. If you just want to include the process flow in a blueprint, you don't need to upload it separately - please see Uploading blueprints to your private marketplace.
When you upload a process flow, any configured connectors, scripts, cross-reference lookups, caches and de-dupe pools will be included.
Ensure that the process flow you want to upload is enabled and deployed.
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 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 canvas 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.
If you don't want to use the version that's currently deployed, you should edit the draft and deploy this.
Step 5 Click the ellipses associated with the deployed version and select the upload to marketplace option:
You'll only see this option for a deployed process flow. If you are checking a deployed version and this option isn't shown, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.
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.
Check your notification centre for confirmation if you miss the popup message when this is done.
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.
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.
You only need to upload a cross-reference lookup to your private marketplace if you want to make it available for your users (and your linked company users) to download as a standalone resource.
If you just want to include the cross-reference lookup in a process flow or an app, you don't need to upload it separately - please see Uploading process flows to your private marketplace or Uploading apps to your private marketplace.
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 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:
If you don't see an upload option, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.
Step 4 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.
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.
You only need to upload a script to your private marketplace if you want to make it available for your users (and your linked company users) to download as a standalone resource.
If you just want to include the script in a process flow or an app, you don't need to upload it separately - please see Uploading process flows to your private marketplace or Uploading apps to your private marketplace.
Ensure that the script that you want to upload is saved and deployed.
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 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:
You'll only see this option for a deployed script. If you are checking a deployed version and this option isn't shown, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.
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.
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.
You only need to upload a custom connector to your private marketplace if you want to make it available for your users (and your linked company users) to download as a standalone resource. If you just want to include the connector in a process flow or a blueprint, you don't need to upload it separately - please see or .
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 .
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:
If you don't see an upload option, it's likely that your user account does not have the required permissions. Please if this is the case.
Check your for confirmation if you miss the popup message when this is done.
