Tray Embedded / Integration walkthrough / Create a Solution
Create a Solution
This page will walk you through the process of creating a simple demo Solution.
The steps involved are:
Create a webhook-triggered workflow which sends a message to a Slack channel. The channel and the text of the message will be set as Config Data which will allow your End Users to set the channel and message themselves
Create a Project and add the above workflow (a Project pulls together multiple workflows and Config Data can be shared between workflows in the same Project)
Turn the Project into a Solution and set up the Config Wizard which allows an End User to activate a Solution Instance for their own use
Create the workflow
The first step is to create a workflow with a webhook trigger set to 'When webhook is received, auto respond with HTTP 200'
Then set the Config Data for both
Note that you will be setting 'default' values for both the channel and message. These can ultimately be overwritten by the End User when they are configuring their own Solution Instance.
Testing the workflows
Then make sure you have:
- created a test authentication for your Slack connector
- enabled the workflow by clicking 'enable' in the bottom right
Now go to your workflow settings and retrieve the Workflow public URL:
Copy the URL, open a new browser tab, paste in the URL and hit enter.
You should now see the default message appear in the default Slack channel:
Create the Project
From the Projects section of your dashboard you can now click 'Create new project'.
From here you can add the workflow(s) involved:
As well as view and edit the Project Config Data:
Create the Solution
Edit the Config Wizard
The Solution Editor allows you to fine-tune the Config Wizard.
As you can see from the above screenshot you can drag any fields into the 'Not visible to users' section (for example, if you wanted to make a piece of config data static or if there was no need for the End User to see the public url of their Workflow Instance).
You can also go to Solution settings:
Where you can add tags to enable filtering of Solutions in your app, and custom fields such as icon-url:
Publish the Solution
Once your Solution is ready you can click on 'Publish Draft'