Automation Workspaces

Automation workspaces are used to build a custom set of jobs and flows to fulfill specific business needs.

Unlike building an integration, an automations are fully customized and are not for deployment to other contexts. You, the owner of the workspace, or perhaps a third party on your behalf, must set up all connectors, flows, services, and schedules manually. Your account must have the Automation Workspaces feature enabled to create an automation workspace.

Create an Automation Workspace

Follow these steps to create an automation workspace.

Your account must have the automation workspace icon Automation Workspaces feature enabled.
  1. Navigate to the account where you want to add a workspace.
  2. From the left menu, select automation workspace icon Automation Workspaces.
  3. Select Add Workspace.
    The Add New Workspace window opens.
  4. Choose one or more connectors to include in the workspace, then select Next.
    Note: If you select a connector that requires an App Xchange Agent to be installed, the App Xchange team will contact you for the connection details.
  5. For each connector, complete all configuration fields and/or add a connection. For instructions, see the Connecting in App Xchange page for the respective connectors in App Connectors or Universal Connectors.
  6. Enter a Workspace Name.
    As a best practice, follow this naming convention when adding a workspace: Company Name : Connector1 <> Connector2.
  7. When finished with the setup, select Continue.
    Note: Adding a new workspace may take several minutes.
The automation workspace is created.

Add an Automation Workspace Connector

Follow these steps to add one or more additional connectors to an already existing automation workspace.

  1. Select Add Connector.
  2. Choose one or more connectors you want to add.
    Note: If you select a connector that requires an App Xchange Agent to be installed, the App Xchange team will contact you for the connection details.
  3. Select Save.
The connector is added. You can now configure the connector.

Create a New Connection

Follow these steps to add the connection to the connector in your workspace.

Be careful when changing the connection initially assigned to a workspace. If the new connection does not work, you must contact the owner of the preferred connection to reassign the original connection.
  1. Depending on the workspace type, select integration workspace icon Integration Workspaces or automation workspace icon Automation Workspaces.
    The workspace opens.
  2. Depending on the workspace type, select the workspace's integration builder icon Integrations or connectors icon Connectors tab.
  3. Under the name of compatible connectors, select Add Connection.
    The Workspace Connection drawer opens.
  4. Choose one of the following options:
    • If the connection has a base connection associated with it, select it in the Base Connection field.
      Note: Selecting a base connection is required if one is available.
    • Select Create New to create a new connection.
    • Select Assign Existing to choose a pre-existing connection you own.
    App Xchange adds the connection definition.
  5. If creating a new connection, use the Select connection definition dropdown to select the appropriate connection definition from the authentication options.
  6. If creating a new connection, enter the Connection Details.
  7. Select Connect.
App Xchange creates the new connection. It is now available under the Assign Existing tab. Use this tab to reassign the connection if it has been disconnected or if you want to reuse the connection details already created.

Delete an Automation Workspace Connector

Automation workspaces allow you to delete connectors directly from the workspace. Follow these steps to delete connectors from an automation workspace.

  1. Select automation workspace icon Automation Workspaces then select the workspace's connectors icon Connectors page.
  2. Select the connector you want to delete.
    The connector details page opens.
  3. Select Delete Connector.
  4. Select OK to confirm the deletion.
The connector and all of its configurations are deleted. It remains on the platform but is no longer registered to the workspace.
Note: If your account owns the connector or the connector is publicly available, you can regain access by re-adding it to the workspace.