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Add documentation on Blueprints sandbox
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Nishu Goel
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Sep 27, 2024
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{ | ||
"label": "Blueprints" | ||
} |
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# Epilot Marketplace | ||
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### 🚀 Coming Soon 🚀 |
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# Blueprint Pipelines (Sandbox Solution) | ||
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A Sandbox solution for customers who wish to safely test epilot configuration in a sandbox environment and promote their changes to their production organization in a controlled fashion using an automated Pipeline. | ||
This solution introduces easy-to-use *Pipelines*, built on the technical foundation of our currently being developed Blueprints Self Service Solution, which provides a way to export and import configurations between epilot organizations. | ||
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:::info | ||
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This feature is currently in **beta** and fully functional. Expect ongoing improvements and new capabilities in upcoming updates. | ||
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::: | ||
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![Blueprint Pipelines](/img/blueprints/pipelines.png) | ||
<p align="center"> | ||
<i>Figure 1: Blueprint Pipelines</i> | ||
</p> | ||
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![Create Pipeline](/img/blueprints/connect-pipeline.png) | ||
<p align="center"> | ||
<i>Figure 2: Create a Pipeline by connecting an organisation</i> | ||
</p> | ||
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### Supported Resources | ||
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The following resource configurations are supported currently: | ||
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- **Journeys** | ||
- Journey Launcher | ||
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- **Automations** | ||
- Webhooks* | ||
- Workflows | ||
- Email Templates | ||
- Document Templates | ||
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- **Products** | ||
- Prices | ||
- Taxes | ||
- Cross Sellable Products | ||
- Files (Images, Downloads, Availability) | ||
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- **Entity Mappings** | ||
- **Entity Schemas*** | ||
- Attributes | ||
- Groups | ||
- Capabilities | ||
- Headlines* | ||
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- **Taxonomies** (Purposes are included here) | ||
- Purposes | ||
- in Schema attributes | ||
- in Schema groups | ||
- in Schema root | ||
- Purposes assigned to entities | ||
- Email templates | ||
- Files | ||
- Products, prices, taxes | ||
- Automation action / Entity mapping | ||
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- **Workflows** | ||
- Closing Reasons | ||
- Automations | ||
- Journeys | ||
- Portal related configuration | ||
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- **Email Templates** | ||
- Files (Attachments) | ||
- Journeys Linked in Template (Post Qualification Journey) | ||
- Custom Variables* | ||
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- **Files** | ||
- Document Templates | ||
- Product Images | ||
- Email Attachments | ||
- Product Downloads | ||
- Availability Files | ||
- Address Suggestions on Journeys | ||
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- **Designs*** | ||
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--- | ||
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### A Preview of installing supported resources | ||
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![Tree of resources being installed](/img/blueprints/import-resources-tree.png) | ||
<p align="center"> | ||
<i>Figure 3: List of resources being installed by the blueprint</i> | ||
</p> | ||
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### Not Supported Resources (Upcoming) | ||
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- **Email Templates** | ||
- Custom Variables | ||
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### Later | ||
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- [ ] Dashboards | ||
- [ ] Saved Views (Table & Inbox) | ||
- [ ] Portals | ||
- [ ] Roles | ||
- [ ] Families (Labels) | ||
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### Known Limitations* | ||
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1. Webhooks are included as part of automations, but created in incomplete state, waiting for the user to add a URL and auth configuration. | ||
2. Installing full schemas can sometimes take a very long time. | ||
3. Email Templates currently don’t include Custom Variables and cannot be exported independently. | ||
4. Designs can be copied standalone, but the target organization’s default design is applied for installed Journeys. | ||
5. Capabilities and Headlines are currently only exported when exporting full schema. |
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