Manage the workspace's resources

In Chain Builder, you can upload and manage text and binary files for use by the environments or connections in your workspace, such as:

• Calculation business rules
• Automation or batch scripts
• Configuration files for connected data sources
• Seeding files such as header template files

You can upload and manage resources for the workspace from Resources.

Note: Upload only resources needed to enable connections with data sources. Don't store data as resources, except for maybe a small set of 10 records for testing.

Upload resources

To upload a resource to your workspace:

1. In Chain Builder, from the Resources tab, click Upload at the top right. 
2. Under Upload Resources, browse to the files to upload, or drag them from your file explorer.
3. Click Create.

Edit a resource

To manage the name or description of a resource or edit a text-based resource:

1. Under Workspace resources, click the resource's name.
2. To help identify the resource and its intent, update its name or description.
3. Under Resource Content, edit the text of the resource as necessary. To select a workspace variable to include in the text, press CTRL + /.

   Note: To update the content of a binary resource, upload a new file to the workspace.

4. Click Save.

View a resource's usage

To view how many or which chains use a resource, such as before you edit or delete it, click its name under Workspace resources. Next to Update Resource, you can view how many chains use the resource; to view which chains, click the Uses count.

Track a resource's audit history

To help track changes, each resource has versioning. To see previous instances of a resource, click its name under Workspace resources, and then click Versions.

Under Version History, you can expand an instance to view its details. To return to the resource to the selected instance, click Revert, Revert, and Save.

Delete a resource

If you no longer reference or use a resource within a chain or environment, you can remove it from the workspace. To remove a resource, click its name under Workspace resources, and then click Delete and Delete.

Note: If a chain uses a resource, you can't delete it. To see which chains use a resource, click its Uses count.