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Library for Assets Page

You can view or create new workflows, ML projects, and apps that you have access to in the Library for Assets page.

To open the Library for Assets, select Library from the Platform Navigation Bar.

Designer Cloud—Designer Experience

Note

This option is available if you've enabled Designer Experience in your workspace.

To view a list of your current cloud workflows, select Designer Cloud—Designer Experience from the leftmost navigation pane. To open a cloud workflow, select Open in Designer from the 3-dot menu.

To create a new cloud workflow, select + New. For more information, go to Build Workflows.

You can also Schedule or Delete a cloud workflow from the 3-dot menu.

Cloud Workflow Sharing

Share your cloud workflows with other members of your workspace. To share a workflow, select Share from the 3-dot menu and then Add Members from the dropdown. Invited members receive an email notification. Note that workflow sharing includes any related Schedules for that workflow.

To remove access to a shared workflow, open the Share dialog, select the dropdown next to the user, and then select Remove. Note that when you unshare a workflow, this action does not unshare related Connections and Datasets.

Important

An admin must enable Cloud Workflow Sharing on the Workspace Settings page from the Admin Console.

Caution

Do not modify the cloud workflow JSON file. This might cause unexpected errors upon import.

Share Cloud Workflow Dependencies

If the cloud workflow has dependencies (for example Connections or Datasets), select Manage from the Share dialog to choose to share or not share these dependencies.

When you share a workflow with a Connection, included members have View access to that Connection. Note that included members must enter their Connection credentials in order to access shared dependencies that come from a Connection.

When you share a workflow with a Dataset, included members have the same permissions as the workflow.

Cloud Workflow Import and Export

If you are a member of multiple workspaces, you can export a cloud workflow from 1 workspace and import it to another workspace.

To export a workflow, select Download from the 3-dot menu to store it locally on your computer.

To import a workflow to another workspace, select Upload on the Library page and then select an exported workflow. For imported workflows, make sure to update any dataset dependencies that the workflow needs to run successfully.

Important

You must be assigned a Role that has Author privileges for Workflows to import a workflow. Go to the Roles Pageto learn more.

Designer Cloud—Trifacta Classic

Note

This option is available if you've enabled Trifacta Classic in your workspace.

To view a list of your current flows, select Designer Cloud—Trifacta Classic from the leftmost navigation pane. You can then select a flow from the list to view it.

To create a new flow, select + New. For more information, go to Trifacta Classic Experience.

Designer Desktop

Note

This option is available if you've enabled Cloud Execution for Desktop in your workspace.

To view a list of your current desktop workflows, select Designer Desktop from the leftmost navigation pane.

You can also Schedule or Delete a desktop workflow from the 3-dot menu.

Desktop Workflow Sharing

Share your desktop workflows with other members of your workspace. To share a workflow, select Share from the 3-dot menu and then Add Members from the dropdown. Invited members receive an email notification. Note that workflow sharing includes any related Schedules for that workflow.

To remove access to a shared workflow, open the Share dialog, select the dropdown next to the user, and then select Remove.

Important

An admin must enable Desktop Workflow Sharing on the Workspace Settings page from the Admin Console.

Important

AAC does not support Desktop workflow sharing with DCM at this time.

Desktop Workflow Import and Export

If you are a member of multiple workspaces, you can export a desktop workflow from 1 workspace and import it to another workspace.

To export a workflow, select Download from the 3-dot menu to store it locally on your computer.

To import a workflow to another workspace, select Import on the Library page and then select an exported workflow. For imported workflows, make sure to update any dataset dependencies that the workflow needs to run successfully.

Important

You must be assigned a Role that has Author privileges for Workflows to import a workflow. Go to the Roles Pageto learn more.

Machine Learning

Note

This option is available if you've enabled Machine Learning in your workspace.

To view a list of your current ML projects, select Machine Learning from the leftmost navigation pane. You can then select an ML project from the list to view it.

To create a new ML project, select + New. For more information, go to the ML Landing Page.

You can also Delete an ML project from the 3-dot menu.

Location Intelligence

Note

This option is available if you've enabled Location Intelligence in your workspace.

To view a list of your current Location Intelligence assets, select Location Intelligence from the leftmost navigation pane. You can then select a Location Intelligence asset from the list to view it.

To create a new Location Intelligence asset, select + New. For more information go to Location Intelligence.

You can also Delete a Location Intelligence asset from the 3-dot menu.

Reporting

Note

This option is available if you've enabled Reporting in your workspace.

To view a list of your current reports, select Reporting from the leftmost navigation pane. You can then select a report from the list to view it.

To create a new report, select + New. For more information, go to Reporting.

You can also Schedule or Delete a report from the 3-dot menu.

App Builder

Note

This option is available if you've enabled App Builder in your workspace.

To view a list of your current apps, select App Builder from the leftmost navigation pane. You can then select an app from the list to view it.

To create a new app, select + New. For more information, go to Build Apps.

You can also Delete an app from the 3-dot menu.

Plans

Note

This option is available if you've enabled Plans in your workspace.

To view a list of your current plans, select Plans from the leftmost navigation pane. You can then select a plan from the list to view it.

To create a new plan, select + New. For more information, go to Plan Basics.

You can also Delete a plan from the 3-dot menu.