Pull from Workspace

Dashboards with a Workspace Switcher

If you use workspaces, you might want to create a dashboard that can switch between data from different workspaces.

To achieve this, the dashboard must use a workflow with the "Pull from Workspace" block as its data source.

In this block, you specify the data source based on the type of integration rather than for a specific client.

For example, instead of specifying "Google Ads account for Client 1," you select the "Google Ads" integration without associating it with a specific client.

For this to work, Conduit needs to know which Google Ads account to use when Client 1 is selected. To enable this, you must map the relationship between the integration and the workspace as described in the Configuration section.

Configuration

To enable workspace switching, you need to specify which integrations are linked to which workspaces.

Here’s how to set it up:

1. Connect the necessary integrations.
2. Open the list of workspaces
3. Add a new workspace.
4. Open the "Share Data" dialog.

5. Use the dropdown menu on the right to add an integration.

Order of integrations in the list is not important.

Indication of Misconfiguration in Workspaces

If you have created a dashboard or workflow that uses a workspace but haven't added the necessary integrations as described above, you may encounter the following error:

The workflow "{name}" is attempting to retrieve data 
from the selected workspace "{name}" 
using the schema "{integration/schema}". 
However, no connection is specified in the workspace. 

If you see this error, follow these steps:

1. Open the list of workspaces.
2. Locate the workspace mentioned in the error.
3. Open the "Share Data" section for that workspace.
4. Add the required integration to resolve the issue.