Create a resource

This guide explains how to create a resource reusable in your workflows.

Before you begin

• Have a role that allows managing shared resources (Builder or above) — see Permissions — Organization and administration.

Steps

1. Click Resources in the menu.
2. If the resource matches a SaaS solution, click Create an app to open a pop-in allowing to upload a logo — see Apps.
3. Click Add.
4. Fill in the form:

Field	Required?	Description
Name	Yes	Identifies the resource in lists and in the node picker.
Description	No	Describes the role of the resource for the team.
Type	Yes	Family of resource to configure; the fields displayed depend on the chosen type.
App	No	Business application to attach the resource to — see Apps.
Configuration	Depending on the type	Settings specific to the type (URL, keys, options).

5. Click Save.

What you get

The resource appears in the Resources list and in the "Custom" tab of the node picker: workflows can now use it — see Use resources in workflows.

Next steps

• Use resources in workflows
• Apps
• Introduction to resources