Managing components

You can manage components by editing, copying, moving, or deleting them. The following sections provide more details on managing components in the Component Explorer.

Editing a component

You can edit components in the Build page.

Steps to edit a component

1. In the Component Explorer, navigate to the folder containing the component.

2. Double-click the component.

   • If the component is in a folder without write restrictions on it, or if you have a user role with write access to the folder, the component opens on a tab on the process canvas and is editable.

   • If the component is in a folder with write restrictions on it and if you are not assigned a user role that allows write access to the folder, the component opens in read-only mode.

3. To edit the component's name, click the text box next to the component type and type a new name.

   The maximum length is 255 characters.

4. To edit the component's description, click Description icon and type a new description.

5. Click Save or Save and Close.

   For information on how to configure different types of components, refer to the Process steps topic.

Copying a component

You can copy a component to another account or to a different folder within the same account.

Steps to copy a component

When copying a component, you can copy only the latest revision. If you want to copy a previous revision, you can open the revision and make a new save, then copy the component as described below.

1. In the Component Explorer, navigate to the folder containing the component you want to copy.

2. Click the three dots for more options next to the component name.

3. Select Copy.

   The Copy Component dialog opens.

4. In the Enter Name Here field, type the name to assign to the copy.

   note

   If you skip this step, the name assigned to the copy is the source component name appended with a space followed by a number — for example, Source Component Name 2.

5. To copy the component to the same account, accept the default in the Copy to Account field and skip to step 8. To copy to another account, click the Browse icon.

   The Choose Account dialog opens.

6. Find the account, select it and click OK.

7. (Enabled only when copying to a different account.) To copy passwords used by the component, select Copy Passwords Across All Accounts.

8. If you do not want to copy dependents that the component references, clear Copy Component Dependents.

   Component dependents copy by default. You cannot clear the check box if you copy a component to a different account. All referenced components, including dependents, must exist under the same account and copy to the destination account.

   important

   Process Route components and the subprocesses that they call are not dependent components. You must copy those components independently.

9. In the Destination Folder field, do one of the following:

   • Click the text box to select a folder from the list.
   • Click the plus icon on the right of the text box to create a new folder. A new folder dialog box opens, where you can create a new name for your folder, and then you select a parent folder to save it in.

   If a folder has write restrictions on it and if you do not have write access to the folder, you can see the folder but you cannot select it. There is a gray lock on the folder icon.

10. Alternatively, you can create and select a new folder location when copying and moving folders and components. Click the plus icon to create a new folder.

11. Click OK.

Moving a component

You can move a component by dragging and dropping it to a different location in Component Explorer or using the Move Component function in the Folder Details for a given component.

Steps to move a component

To manually drag and drop components to a new folder in Component Explorer, use steps 1-2. To quickly move a component to a new folder using Folder Details, use steps 3-4.

1. In the Component Explorer, navigate to the folder containing the component.

2. Click the component, and drag and drop it to another folder.

   note

   If the source folder or the destination folder has write restrictions on it and if you are not assigned a user role that allows write access to those folders, you receive an error message and the component does not move.

3. Alternatively, open a component on the Build page and click Folder Details at the top of the opened component.

4. Under New Folder Location in the Folder Details dialog, choose a folder in the hierarchy and click Move.

   Moving a component in this manner saves any changes made to the component. You are prompted to confirm a final time before the component is saved and moved.

   You can create and select a new folder location when copying and moving folders and components. Click the plus icon to create a new folder.

Deleting a component

In general, you can delete components that are no longer needed from an account.

Steps to delete a component

tip

What you cannot delete is:

• Process components deployed to active Runtimes or environments. If you attempt to delete one, an alert is displayed identifying the Runtimes and environments.

• Published process components shared with account groups. If you attempt to delete one, an alert is displayed giving the reason. If applicable, the alert specifies shared integration packs to which the process is assigned.

1. In the Component Explorer, navigate to the folder containing the component.

2. Click the three dots for more options next to the component's name.

3. Select Delete.

   • If the folder has write restrictions on it and if you are not assigned a user role that allows write access to the folder, this option is not available.

   • If the component is not referenced by other components, a confirmation window appears and you can skip to the last step of this task.

     If the component is referenced by other components, the Confirm Deletion of Referenced Component dialog opens.

4. If you want to view a component that references the component that you want to delete:

   1. In the dialog, navigate to the folder containing the component.

   2. Click the blue arrow next to the component’s name and select Open.

   The component opens on another page.

   3. After viewing the component, close the page.

5. Click OK to confirm the deletion.

   This operation cannot be undone.

6. To view all deleted components in an account, apply the Show Deleted Components filter in Component Explorer.

   The Show Deleted Components filter returns results for both Deleted and active components.

Results

Upon deleting a component from the Component Explorer, the deleted component is no longer displayed in the Component Explorer and is not returned in the list of Show Where Used filter results. However, keep in mind that though references to and from the deleted component are removed, the component will still display in the process canvas until it is either replaced with an active component or is removed from the process. A deleted component requiring cleanup is indicated by red text on the process canvas.

note

When a component is deleted, it is no longer usable in the process canvas and is not visible by default in Component Explorer. However, deleted components can be restored. For more information about how to restore a component's functionality, see the topic Deleted component restoration.

Finding where a component is used

Components can be used in multiple processes or in other components. You can use the Show Where Used filter in Component Explorer to see all the locations where the selected component is referenced.

Steps to find where a component is used

note

To see all the child components included in a Process component, you can open a Process component on the process canvas to see its configuration or if the process has been packaged, view its associated Packaged Component details from the Deploy > Packaged Components page.

1. Click the three dots for more options next to the component.

2. Select Show Where Used.

   The filter shows all the components and processes where the selected component is referenced. If your selected component does not show any other components in the results list, this means that the component is not used or referenced by another component.

3. To clear the usage results, select the blue filter icon and click Clear All filters.

Results

The Show Where Used filter shows you the dependent or independent reference between the given component and the parent component that uses it. For more information about the different types of component references that exist on the Integration platform, see the topic Component References.