5. SaveShare Saving and Sharing

In this section, we’ll go over the basic ways to save and share our workflow.

5.1. Saving and Exporting

Saving and exporting our workflow is simple. We simply choose from our desired option under the File Menu, just like with most computer applications. There are a few options for saving and exporting which are mapped out in the following:

Figure 1: Saving and Exporting Options

  1. Update/Save the current workflow
  2. Save As: save the workflow with a new name
  3. Update and Close: update the workflow and then close out
  4. Export (zip): export the workflow as a d3view workflow zip file. These files can be opened into any workflow canvas.
  5. Export as Template JSON; export the workflow bare bones, with the just the workers and no extra data.

Saving a New Workflow for Execution

Save a new Workflow under File > Save & Close (or Save if you want to keep your workflow open).

Figure 2: Save & Close a New Workflow*

Specify a suitable name and description in the pop-up window and click Save again.

Figure 3: Save & Close a New Workflow

Exporting a Workflow

Export a workflow as a fully packaged ZIP file (1) which includes all input files or a JSON template file (2) which will be the workflow structure. Click the Export button at the top right and choose which option you prefer. Exported Workflows can easily be imported in the way mentioned here.

Figure 4: Export a Workflow

Exporting a Report

Under the report generator worker, click on the Download PPT button to save your report as a PowerPoint file.

Figure 5: Export a Report

5.2. Timeline

Under the tools menu at the bottom, we can view a timeline of all saved versions of our workflow.

Figure 6: Show History

From here, we can view different versions and replace, merge or duplicate them.

Figure 7: View, Replace, Merge or Duplicate

Here is a video showing the process:

5.3. Sharing

Sharing a workflow can be performed on the Workflows Main Page under the worker options for a particular worker. Click on the 3 dots next and then “Share” to get started.

Figure 6: Sharing a Workflow

In the next window, we’ll choose the type of sharing for our workflow: Public Share, Team Share and User Share.

Figure 7: Sharing Type

The following video reviews the basics of sharing a workflow. Read on to learn more about each type of share.

Public Share

Public sharing gives us a link to give to anyone.

Figure 8: Public Share

Team Share

For team share, we get to choose a team we are associated with on the d3VIEW and share to all.

Figure 9: Team Share

User Share

The user share allows us to choose specific workers from our team(s).

Figure 10: User Share