Skip to main content

Adding Workflows

Adding Marketplace Workflows

In the ACTIVATE Marketplace, we have pre-configured workflow tools and templates you can use to complete your work.

Note

This section is a quick-start guide for adding workflows. For more detailed information about the Marketplace, please see Navigating the Marketplace.

Click Marketplace.

Screenshot of the user selecting Account from the User dropdown menu.

Click the workflow you want to add.

Screenshot of the user selecting a workflow in the ACTIVATE Marketplace.

Click Use latest version.

Screenshot of a worklflow's icon changing to a green Workflow Added icon.

The Use latest version button will turn green, and the message Using version successfully will appear in the bottom right corner of your screen.

On the Workflows page, the workflow will appear in the Marketplace Workflows section. The workflow's version will be included in its Name and Tags.

Screenshot of the user selecting the recently added workflow on the Workflows page.

Creating Local Workflows

Local workflows have their YAML defined within the ACTIVATE platform.

Navigate to the Workflows page.

Screenshot of the user clicking Workflows in the navigation bar.

Click + Add Workflow.

Screenshot of the user clicking the Add Workflow button.

On the next page, configure your workflow by entering a Workflow Name and selecting the Local workflow type. Optionally, enter a Description and Tags.

Click Add Workflow.

Screenshot of the user selecting a Local workflow and clicking Add Workflow.

For the next steps, please see Building Workflows.

Creating Remote Workflows

Remote workflows have a remotely defined YAML file and import files from a remote repository every time the workflow is executed. With this approach, workflow files are updated automatically whenever changes are saved in the remote repository.

Navigate to the Workflows page.

Screenshot of the user clicking Workflows in the navigation bar.

Click + Add Workflow.

Screenshot of the user clicking the Add Workflow button.

On the next page, configure your workflow by entering a Workflow Name and selecting Remote as your workflow type. Optionally, enter a Description and Tags.

Click Add Workflow.

Screenshot of the user selecting a GitHub workflow and clicking Add Workflow.

For the next steps, please see Building Workflows.

Favoriting Workflows

You can add frequently used workflows to your Home page for easy access.

On the Workflows page, click the slashed heart icon to favorite a workflow. The icon will change to a plain heart after you click it.

Screenshot of the user selecting the favorite icon on the Workflows page.

The workflow will now appear in Favorite Workflows on the Home page.

Screenshot of the favorited workflow appearing on the user's Home page.