Set Up Development Stages with Organizations

Studio development stages allow you to set up a series stages that correspond to your organization's script development lifecycle. Script developers promote scripts through the stages during their development workflow.

This help page provides information about setting up workflow stages for CXone Mpower systems that are not configured for divisions Separate data securely between lines of business. Data can only be accessed from within the division it's part of.. Organizations allow you to organize scripts in Studio when you need to keep scripts separated, such as for company departments or lines of business. Each organization has its own unique set of development stages.

You can learn about the differences between using divisions and organizations with Studio.

Create an Organization

Required Permission: ACD > Studio > Organizations & Stages >Create/Edit 

You must create at least one organization. If you want to separate scripts to align with departments or lines of business, you can create additional organizations.

If you plan to use GitHub for version control, set up a repository in GitHub before starting these steps. You will also need to create a personal access token in GitHub.

1. In CXone Mpower, click the app selector and select Studio.
2. Click Development Workflow in the left menu.
3. On the Organizations page, click New Organization.
4. On the General tab, enter a Name and optional Description.
5. Enter the name of the Script Folder that will hold this organization's scripts and subfolders. If you don't specify a folder here, this organization's development stage folders will be created in the root folder. This folder's name cannot be changed after you save .
6. If you're using a third-party version control provider with Studio, select the Repository Provider your organization uses. Currently, the only option is GitHub.
7. Enter the Repository URL for the repository you want to associate with this organization.
8. Set up development stages for this organization.
9. Click Save & Activate.
10. Create a folder to hold the organization's scripts. To create a new folder: 
    1. Create a new script or duplicate an existing script.
    2. When saving the script, click Create New Folder and enter a New Folder Name that exactly matches the name you assigned to this organization.

Set Up Development Stages

Required Permission: ACD > Studio > Organizations & Stages >Create/Edit 

Development stages are unique to each organization you set up in Studio. Each stage has its own folder in the organization's top-level folder, which is defined in the Script Folder field on the organization properties' General tab.

Studio has default names for each of the four possible stages. These names do not appear in the UI for script developers. Instead, script developers see the name of the folder you assign to each stage. Name the folders appropriately to correspond to each division's development stage terminology. The names cannot be modified after saving.

Studio allows you to create between two and four stages. After creating a stage, it cannot be deleted and the folder it's assigned to cannot be modified.

1. In CXone Mpower, click the app selector and select Studio.
2. Click Development Workflow.
3. Click the organization you want to add development stages to.
4. On the Workflow tab, select the checkbox next to each development work stages you want to use.
5. For each stage, enter the name of the Stage Folder you want all scripts in that stage to be in. If the folders already exist, you can select them from the drop-down.
   
6. Click Save.
7. Create the corresponding folders in Studio. For each folder you named in the preceding steps: 
   1. Create a new script.
   2. In Location, select the organization folder where you want the folder to be created.
   3. In Location, click Create New folder and then scroll to the top of the list.
   4. Enter development stage folder name exactly as you typed it in the preceding steps. Press Enter after typing the name.
   5. When you create the folder for the lowest stage (dev), create a subfolder within the stage folder called main. All scripts and subfolders must be stored in this folder. If you're creating folders for other stages, you don't have to create subfolders unless you want to.
   6. Depending on the development stage you're creating folders for, select the new stage folder or main in Location and then click Create.

Add or Change the Repository Assigned to an Organization

Required Permission: ACD > Studio > Organizations & Stages >Create/Edit 

Studio can commit script changes to a GitHub repository. You can assign a different repository to each division. Repositories are not required, so you only need to assign one to the divisions that use it. Before completing the following tasks: 

• Set up the repository in GitHub.
• Create an access token in GitHub. You may be prompted to provide your access token during these steps.

1. In CXone Mpower, click the app selector and select Studio.
2. Click Development Workflow.
3. Click the organization you want to work with.
4. On the General tab under Repository Information, select the Repository Provider your organization uses. Currently, the only option is GitHub.
5. Enter the Repository URL for the repository you want to associate with this organization.
6. Click Save & Activate.
7. Enter your access token when prompted and click OK.

Assign Permissions to Studio Users

The ability to interact with development stage folders is controlled by permissions. Assign Studio permissions for development stages to roles for CXone Mpower users who need to access and interact with scripts.