The ‘LIBRARY’ section contains several pre-configured workflows that you can readily use. Some of these workflows are added to the ‘LIBRARY’ by Built.io Flow admin, while others are shared by Built.io Flow users. You simply need to import them to your ‘Workflows’ section to start using them.
When you click on the ‘LIBRARY’ tab or 'Add from Library' link, you will get a list of services (along with icons). These are tags that let you find relevant workflows. So, for instance, if you select ‘Trello’, you will be redirected to a page that contains all workflows that have either a Trello trigger or a Trello action in them.
Each workflow card contains a ‘Downloads’ label at the bottom-left side which specifies the number of times that workflow was downloaded by the users.
Submitting workflows to Library
There are two ways to submit workflows to the ‘Library’:
1. From canvas
2. From dashboard
1. Submitting workflows from canvas
To submit a workflow to Library, click on vertical ellipses (three tiny dots) located at top right-hand side of the canvas as shown in the following figure:
A drop-down menu will appear containing two options, 1) Submit Workflow to Library and 2) Share Workflow as shown here. Click 'Submit Workflow to Library'.
Upon clicking, a new dialogue box will appear where you will be prompted to enter the ‘Workflow Name’ you want to submit. You can also enter a short description (up to 1 MB in size) about the workflow in the ‘Description’ field. If your workflow contains any parameters, you will see a ‘NEXT' button.
When you click on it, you will see a list of all parameters being used in the workflow. If you want to keep the value of any parameter as it is, select the checkbox given beside it. This will only display the unchecked parameters to the users and will prompt them to provide their values, when they import this workflow.
Once this is done, click on the ‘SUBMIT’ button. This will send your workflow to the admin for moderation. Once it’s approved, it will be added to the Built.io Flow Library.
In case your workflow doesn’t contain any parameters, you can see the ‘SUBMIT’ button right after providing a name for the workflow.
When you click on it, your workflow will be sent to the admin for moderation. Once it’s approved, it will be added to the Built.io Flow Library.
2. From Dashboard
To submit a workflow from the dashboard to the Library, first go to ‘Workflows’. Locate the card for the workflow you wish to submit to the Library, and click on the ellipsis that appear on the top right-hand side corner of the card.
From the dropdown options, select ‘Submit to Library’. You can add/modify workflow details such as name and description in the dialogue box that appears, select any parameters of which values you wish to keep, and click on 'SUBMIT'. If your workflow contains any parameters, you will see a 'NEXT' button instead of 'SUBMIT' button in this window which will redirect you to parameters window that you saw in 'Submitting workflow from canvas' section. Select the parameters of whose key values you want to keep as it is for the workflow and then click on 'SUBMIT' button.
Once you click on the 'SUBMIT' button, your workflow will be sent to admin for moderation. Once it’s approved, it will be added to the Built.io Flow Library.
Importing workflows from Library
To use the workflows available in the ‘LIBRARY’, you will have to first import them to your ‘Workflows’. To do this, go to the ‘Dashboard’ and click on the ‘LIBRARY’ tab. You will see a list of all the services of which the workflows are available in the Built.io Flow library. Select the service name to see the workflows associated with it, and then click on the the workflow you want to import. You will see a workflow configuration form similar to the one given in the image below, where you will need to specify the authorizations and values for required fields, along with the parameter values.
First, you will be prompted to enter the values for all the parameters being used in the workflow (except for those parameters of which values were provided by the creator of the workflow at the time of submitting it to the library). Once you have entered the parameter values, click on the ‘NEXT’ button. This will open the configuration window for the trigger (if used in workflow) or the first action of the workflow.
Here, you will be prompted to add or select the authorization for the corresponding action and specify values for the required fields and lookups. Once this is done, click on ‘NEXT’. This will take you to the configuration form for the next action. Once you have entered relevant details for all the actions, click on the ‘ADD TO MY WORKFLOWS’ button.
This will add the workflow to the list of all workflows under ‘Workflows’ tab. You can then use this workflow anytime.
In case you are importing one of the older workflows, you will see a dialogue box similar to the one displayed in the image below, when you click on the 'ADD TO MY WORKFLOWS' option.
Click on 'ADD TO MY WORKFLOWS' button, and provide the relevant credentials and inputs related to the Triggers, Authorizations, or Parameters required to run the workflow, in the window that appears.
Once you have entered all the details, and click on ‘Done’. This will save the workflow to your 'Workflows’. You can then use this workflow anytime.