The following steps provide a framework to configure existing OneCloud Workspaces. They may be adjusted to suit specific user requirements.

📓 The example starts from a new OneCloud tenant. If already using OneCloud, the sample screenshots and videos may deviate from what is seen in the OneCloud Environment.

Step 1: Create a Workspace

Login to your OneCloud tenant and select Workspaces from the left-side navigation panel.

  • In the lower-right corner, click the blue (+) icon to Create a Workspace

  • Under Basic Info, change the name to "Sample Workspace for Workiva".

  • If desired, add a description. This reads: "An example Workspace to get started".

  • Click the "Save" button on the right.

Step 2: Add a Variable

Create Workspace Variables to hold values that are reusable in various areas of the Workspace.

  • Click Edit.

  • To the right of the Variables section header, select the blue (+) button.

  • The new Variable will appear below (in the section namesake).

  • Set the Name to "data-type".

  • Save the change.

Step 3: Create an Environment

Add a new Environment that will be dedicated to run production-only operations.

  • Click the blue (+) button to the right of the existing Environment.

  • Under Basic Info, set the Name to "PROD".

  • If desired, click the color box to assign a different color.

  • Save the change.

📓 Different Environments may be assigned the same color.

Step 4: Update the Environment Variables

This is an area where you can override Variables and set the proper value based on the Environment.

  • To edit an Environment, click the pencil icon within the Environment's box.

  • Inside the “DEV” Environment, the Variables are listed towards the bottom.

  • Set the “data-type” variable to “dev-data”.

  • Save the change.

  • Edit the “PROD” Environment, altering the “data-type” variable to “prod-data”.

  • Save the edit.

Step 5: Switch between Environments

Use the Environment-switcher to quickly switch between Environments.

📓 Two routes to the Environment-switcher are demonstrated below. Depending on where a user is in the platform, one path may save time compared to the other.

  • On the left-side navigation panel, click Build to open the Chains canvas.

  • Near the upper-right corner, select the 🔽 to toggle between Environments.

📚 Related Topics from this Section:

Workspace Configuration

Environment Setup

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