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:

  1. 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

  2. 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)

  3. 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 $.config.slack-channel and $.config.slack-message:

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

A Project can contain multiple workflows, and pulls together the Config Data shared across the workflows.

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

A Solution makes a Project configurable for an End User (via the Config Wizard) by pulling all of the Config Data and Authentications contained in your project and making them available as Config Slots and Authentication Slots. These are populated with Config values and Authentication values when the End User runs the Config Wizard, to create their own Solution Instances.

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'

From here you can run through the API calls step-by-step or run the demo app