OpenFn / OpenFn/lightning

Help users add credentials after selecting a template

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#3,141 2 comments 0 reactions 0 assignees View on GitHub

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credentials Epic
Dominant language
Elixir
Stars
296
Forks
86
Avg merge
1d 13h
Merged PRs (30d)
50

Description

Very few template workflows run properly without credentials. (A catfact demo might, but nothing useful.) While a common journey may be:

  1. Select template
  2. Get time with technical expert to get from "theoretically valuable template" to "actually valuable running workflow"

We'd likely do well to enable:

  1. Select template
  2. Add required credentials (this issue)
  3. Modify step code (solo or with AI) to do what I want to do

For users that aren't already familiar with OpenFn. Is there some way we could help users add credentials where needed after picking a template?

Contributor guide

No contributing guide indexed for this repository

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by tracing the template-selection workflow and how templates declare or expose required credentials. Define the user flow for adding those credentials after selection, and consider the work done when users can identify and provide the credentials needed to make a selected template useful.

Written by the indexing model from the issue text.

Assessment

Tech stack
elixir
Domain
full-stack
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
30/100

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