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Marketplace

In this article

The Marketplace is a catalog of objects divided into categories with tabs:

  • All — all items available in the Marketplace
  • Packages — templates of workspaces that can be added to existing workspaces or used as a basis for creating new ones
  • Widgets — custom components for visualizing and detailing business processes
  • Integrations — user packages designed for data and functionality exchange between systems and applications. They are intended to automate routine tasks and reduce manual work
  • Applications — tools from Operavix or third-party systems, ready to use after installation

Access to the Marketplace and applications is governed by the privileges Marketplace and Marketplace.

To navigate to the Marketplace, click the button with the corresponding icon located below the Operavix logo and the Workspaces section icon in the top-left corner of the navigation panel.

Entering the Marketplace

Searching and Filtering Objects

To search for an object, enter its name in part or in whole in the search box.

The search box

Switch to one of the tabs to view objects of a specific category. Tabs Packages, Widgets, Integrations, and Applications support filtering.

Note
  • There are two types of filters in the Packages tab:
    • System
    • Category

To apply a filter, click the filter icon next to the search box and select filter type.

Filter types

In the sidebar that appears, check the required options and click Apply.

Applying the filter

To reset the filter, click the X icon next to the filter name. If multiple filters are applied, you can clear all filters at once by clicking the Reset button.

Resetting the filter

Note

When filtering is active, the search is performed only within filtered objects. If a package matches the search criteria but does not meet the filter conditions, it is not displayed.

Object Profile

To open an object's profile, click its card.

The object profile contains several tabs with information about the object and what it does. The set of tabs depends on the object type. For workspace templates, widgets, and integrations, the following tabs are available:

Description

This tab shows:

  • Basic information: object name, description, and tags
  • What's new: latest updates and the date of the last update
  • Description: version of the object and description of this version

The Description tab

Workspaces

This tab shows a list of workspaces where the current object is installed. The list is generated individually for each user based on their edit permissions for workspaces:

  • If the user has the Workspaces privilege with write access (W operation), all workspaces where the object is installed will be shown
  • If the user has write access to specific workspaces, only those workspaces with the installed object where the user has edit access (W operation) will be displayed

The list includes:

  • Workspace name
  • Installed version
  • Status: Current version or Update available

The Workspaces tab

Workspaces in the list are sorted alphabetically by name in the following order: 0–9, A–Z, a–z.

To update the object to the latest version, select one or more workspaces from the list and click Update.

Updating a workspace

To select all workspaces for update, click the checkbox icon to the left of the Workspace Name column.

To update or open a specific workspace, click the context menu icon and choose an action.

Context menu

General

This tab shows information about the object that cannot be edited:

  • Package name
  • GUID
  • Package type

The General tab

Actions with Objects

What you can do with an object:

  • Add a new object
  • Upload new version of the object
  • Delete an object

Adding an Object

To upload an object, click the + Add button.

The + Add button

During upload, the package GUID is verified. If the uploaded package's GUID matches that of an already installed package, an error will occur.

GUID error

Upon successful upload, the package will appear in the Marketplace.

You can upload either a single package or an archive containing multiple packages. In the latter case, the archive will be unpacked and all packages will be uploaded separately.

Requirements for packages uploaded to the Marketplace are described on the Package Creation Guide page.

Uploading a New Version

Uploading a new version means updating the object to a newer version — uploading a new archive that replaces the old one.

A new version of a package can be uploaded in two ways:

  • From the object's card: right-click the object card and select New version The New Version button
  • From the object's profile: click the New Version button at the top of the page and upload the package Alternate New Version button

When uploading a new version, the author and GUID of the package are checked. The author and GUID of the uploaded package must match those of the installed package. Otherwise, an error will occur. It is also impossible to upload a package with a version equal to or lower than currently present in the Marketplace.

GUID or author mismatch

After a successful upload, a confirmation message will appear in the bottom-right corner of the screen.

Deleting a Package

To delete an object, right-click its card and select Delete.

Deleting a package

Adding Templates, Widgets, and Integrations to a Workspace

To add a template, widget, or integration to a workspace, check the boxes next to the required packages and click Objects, then Add to a workspace.

Add to a workspace

Alternatively, you can add one of those objects directly from the package profile by clicking the Install button.

Alternate "Add to a workspace"

In the modal window that opens, select the target workspace and click Continue.

Selecting a workspace

After adding, the target workspace with the installed package opens.

If the package contains connections, you can configure their parameters now or skip the setup step.

Warning

If connections are not configured, some template features may not function properly.

Templates added manually or from the Marketplace appear in the Packages tab.

The Packages tab

To view the Packages tab, the user must have the Workspace privilege with the W operation.

A package added from the Marketplace can have one of two statuses:

  • Current version (if the package version matches the version from the Marketplace)
  • Update available (if the package version differs from the version in the Marketplace)

When a package is unpacked in a workspace, all its objects become editable. If an object is included in multiple packages, it becomes editable only after all the packages containing it have been unpacked.

For objects added from the Marketplace, the following actions are available:

  • View (redirects to the package page in the Marketplace)
  • Unpack (grants editing access to all objects within the package; not available for widgets)
  • Update (updates the package to the version from the Marketplace)
  • Delete (removes the package along with all its objects)

To manually add a package to a space, click + Add in the top-left corner of the Packages tab and upload the archive.

For manually added objects, the following actions are available:

  • New Version (upload a newer version of the package)
  • Unpack (grants editing access to all objects within the package; not available for widgets)
  • Delete (removes the package and all its contents)

Manually added packages are labeled as Custom in the workspace.

Creating a Workspace Based on a Template, Widget, or Integration

To create a workspace based on a template, widget, or integration, select the required packages with checkboxes and choose Create a workspace.

Create a workspace

When creating a new workspace, specify:

  • Name
  • Database name

If the package includes connections, you can configure their parameters now or skip this step.

Applications

To install an application into the system, go to its profile in the Marketplace and click Install. To update the application, click the New Version button.

Buttons in the application profile

To open an installed application, click Open.

Open

The application profile contains two tabs:

  • Description — shows general information about the package, including any changes in the current version and version-specific descriptions Description tab
  • General — shows package information that cannot be changed:
    • Package name
    • GUID
    • Package type
    General tab

After opening an installed application, the Access tab becomes available, where you can manage user access:

  • Edit access — user can view the application, assign access rights, and view the General tab
  • View access — user can open the application and view the General tab

To grant access, click the + Access button and select the option you need. In the panel that appears, select the users to whom access should be granted and click Save.

The Access tab also allows synchronizing access rights.

All installed applications are displayed at the bottom of the system's main page under the Applications group.

To delete an application from the Marketplace, right-click the application card, and select Delete.

Installed Custom Widgets

Custom widgets appear in the widget selection menu within dashboards under the Installed category. To add a custom widget to the canvas, click the Widget button in a row or column placeholder and select the desired widget.

Adding a custom widget

Custom widgets in dashboards are automatically updated when the underlying widget package is updated. If a widget configuration is incompatible with the new version, widget's settings are automatically reset.

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