Sharing and collaboration

Share with other users in your organization

This guide describes how you can share a workflow with the other users within your CARTO organization.

When you create a workflow, it’s always set to private by default. To share a workflow, you just need to make sure it has a name, and then click on the Share button in the top-right corner to open the sharing options.

A new dialog screen will open allowing you to select who do you want to share your workflows with:

Currently, we support the following two main sharing options:

• Private: Only you can view and edit the workflow.

• Organization: The workflow will be visible to all users in your organization. Editor users will be able to duplicate the workflow so they can create a copy and start working on it.

  • If you have Single Sign-On (SSO) and Groups enabled at your organization, you will be able to share workflows only with specific groups, instead of the entire organization. Read more about Managing user groups.

  • You can also share only with specific users in your organzation.

Editor collaboration

Enable the "Allow editing this workflow" option to allow collaboration from other editor users with access to the map.

After you enable this setting, all editors with access to this map will also be able to edit it. A few things to take into consideration:

• To enable editor collaboration, the connection used to create the workflow also needs to be shared.

• When using the CARTO Data Warehouse, or a connection with Viewer Credentials, each user will use their own temporal storage for Workflows, meaning that the result of each node and their execution status will not be shared.

Collaboration is asynchronous. If two users try to open the map at the same time, a pop-up will appear to decide who will take control of the map at that moment. If the current editor is away from the keyboard, the new editor can take control of the map in 30 seconds.

The current editor can also choose to deny the take over, remaining in control of the map until the map is closed.

Export a workflow as a SQL file

Click on the three dots in the upper-left corner and find 'Export'

This action will download a file that contains the SQL code needed to create a stored procedure based on the contents of your workflow. It will observe existing variables and parameters, the former being exposed as input parameters for the stored procedure.

Import a workflow from a SQL file

A .sql file that was obtained by exporting a workflow can be imported to reproduce the same workflow. There are two different ways to import a workflow:

• Drag a drop a compatible .sql file into your Workflows page in Workspace.

• Click the import button next to + New workflow and select a file from your computer.