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Using the Library

The Library is a centralized feature designed to manage and utilize reusable components, such as activities, templates, and configurations, in a structured manner. It allows users to create, install, and update custom activities, and configure external service integrations, ensuring consistency and efficiency across workflows.

Start with Manage reusable artifacts when you need to assess ownership, compatibility, or the effect of changing a shared component.

1. Accessing the Library​

  • Open the Library option from the side menu of the platform.

2. Installing Activities​

  • Navigate to the Activities section within the Library.
  • Search for the desired activity using the search bar.
  • Click the Install button next to the activity to add it to your environment.

3. Updating Activities​

  • If an installed activity has a newer version available, the system will display an Update option.
  • Click Update to replace the current version with the latest one.

4. Creating New Custom Activities​

  • Click the Create Activity button in the Library.
  • Provide the required details
    • Name: A unique identifier for the custom activity.
    • Description: Information about the activity's purpose.
    • Configuration: Define the activity's parameters and behavior.
  • Save the activity to make it available for workflows.

5. External Service Integrations​

The Library also hosts the building blocks for connecting Koodisi to external OAuth services and file storage systems. The full setup follows this flow:

Identity Providers → Resource Templates → Managed Resources

SectionLocationPurpose
Identity ProvidersLibrary > My Artifacts > ID ProvidersConfigure OAuth providers (Google, Salesforce, Microsoft, etc.)
Resource TemplatesLibrary > My Artifacts > Resource TemplatesDefine reusable service blueprints with scopes and credentials
Managed ResourcesDeployment Page > Managed ResourcesDeploy live connections with environment-specific credentials