Having built resources that you want to share, they can be uploaded to your private marketplace. You can upload a package of resources as an app, or individual components (connectors, process flows, scripts, and cross-reference lookups.
Uploading a new connector
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 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 - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).
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.
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 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:
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.
Step 1 Login to the Patchworks dashboard - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).
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. Check your notification centre for confirmation if you miss the popup message when this is done:
When you upload a process flow, any configured connectors, scripts, cross-reference lookups, caches and de-dupe pools will be included.
Step 1 Login to the Patchworks dashboard - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).
Step 2 From the left-hand navigation menu, select process flows | process flows options - all of your process flows are listed.
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:
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 , you can upload it to the scripts section of your private marketplace. This guide walks through the steps needed to achieve this.
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 or .
Ensure that the script that you want to upload is
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 if this is the case.
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.
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 an app, you don't need to upload it separately - please see .
Ensure that the process flow you want to upload is and .
Step 3 Click the name of the process flow that you want to upload - the process flow is displayed.
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 if this is the case.
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 - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).
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:
Creating and uploading an app 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
Having created/installed/deployed all resources that you want to bundle as an app, follow the steps below to build and upload your app.
Step 1 Login to the Patchworks dashboard - make sure that you're switched to your own 'parent' company profile (rather than a 'child' company that you manage).
Step 2 Select the marketplace option from the left-hand navigation menu, then click the build new app option:
...now you can use the create an app form to select all resources that you want to include in this app:
Step 3 First, enter a name for this app (this name is displayed for users to see in your private marketplace) and - if available - a link for any existing help documentation.
Step 4 Use the process flows dropdown list to select any process flows that you want to include:
The select connectors list will show all connectors that you have installed or built, which are NOT already selected.
The select cross-reference lookups list will show all lookups that you have installed or created, which are NOT already selected.
The select caches list will show all caches that you have created, which are NOT already selected.
Step 9 Click the upload button to upload this app 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 an app (, , , and ) you can create an app and upload it to your private marketplace. This guide walks through the steps needed to achieve this.
If you manage multiple companies, it's important to ensure that you're to your own company profile before creating required apps (and associated resources). For more information please see our page.
If you don't see this option, it's likely that your user account does not have the required permissions. Please if this is the case.
Here you'll see all process flows that have been created within the current company profile, which are .
Step 5 By default, any connectors found in previously selected process flows (via shapes) will be selected for inclusion in this app. If required, you can use the select connectors field to choose additional connectors to be be included:
Step 6 By default, any cross-reference lookups found in previously selected process flows (via shape transformations) will be selected for inclusion in this app. If required, you can use the select cross-reference lookups field to choose additional lookups to be be included:
Step 7 By default, any caches found in previously selected process flows (via and shapes) will be selected for inclusion in this app. If required, you can use the select caches field to choose additional caches to be be included:
Step 8 By default, any data pools found in previously selected process flows (via the shape) will be selected for inclusion in this app. If required, you can use the select data pools field to choose additional data pools to be be included: