Toolkit overview
The Toolkit holds the reusable building blocks Builders use across workflows — scheduling rules, shared limits, organization, and parameter values. Defining them once in the Toolkit keeps workflows consistent and maintainable.
| Item | What it is | Scope |
|---|---|---|
| Frequencies | Scheduling patterns (daily/weekly/monthly/yearly rules) that decide which days a job is eligible. | Global |
| Calendars | Named sets of dates (holidays/blackouts) used to exclude days. | Global |
| Thresholds | Named numeric values used to gate jobs (flow control). | Workspace-scoped |
| Resources | Named capacity pools that jobs reserve and release. | Workspace-scoped |
| Properties | Named key/value pairs (some encrypted) used to parameterize jobs. | Workspace-scoped |
| Tags | Labels for organizing and searching jobs and other objects. | Global |
One page, six tabs
The Toolkit is a single page with one tab per item type, in the order above. The tab you are on decides which list you see; the breadcrumb reads Toolkit and does not change with the tab. Each tab carries one list, a search box, and a single New button for that type — there is no separate detail page for any of the six.
Everything you do to an item happens in a dialog over its list. Creating, editing and viewing all open the same dialog; closing it puts you back on the list with your search, sort and page intact.
| What you do | Where |
|---|---|
| Create | The New button above the list — New Property, New Frequency, and so on |
| Edit | Row menu → Edit, or double-click the row |
| View, without permission to change it | Row menu → View — the same dialog, read-only |
| See what refers to it | Row menu → Cross Reference (every type except Properties) |
| Delete | Row menu → Delete |
Save turns on only once you have changed something, so an item you opened and did not edit cannot be re-saved by accident. Closing a dialog with unsaved edits asks first.
Every open starts clean. Selecting New a second time gives you an empty form, whether the first one was saved or cancelled — on earlier builds it reopened carrying the previous attempt's values and its error message, on every tab.
Rows select one at a time. There is no select-all and no bulk action — an item's actions live on its own row.
On the three workspace-scoped types the Workspace column sorts by workspace name, which is what the column shows, rather than by the underlying identifier.
The row menu, by type
The three shared items are Edit/View, Cross Reference and Delete. Two types differ:
| Type | Its row menu | Its own columns, beyond name, description, created and updated |
|---|---|---|
| Properties | No Cross Reference. Edit/View and Delete only. | Workspace, Encrypted, Value |
| Thresholds | The three shared items. | Workspace, Value |
| Resources | Adds Current Allocations — what is holding the resource right now, per environment. See Thresholds and resources. | Workspace, Total |
| Calendars | The three shared items. | Date Count |
| Frequencies | The three shared items. | Type, Interval |
| Tags | The three shared items. | — |
Deleting checks what refers to the item first
Delete runs a reference check as you select it, before anything is removed:
- Nothing refers to it — you get a plain confirmation, and OK deletes it.
- Something does — the dialog lists what, and the delete cannot go ahead. Remove those references first. The check counts references in every workspace, including ones you cannot see, so a delete can be refused even when Cross Reference shows nothing. Ask someone who can view the other workspaces to remove them.
- The check itself fails — you are told so and OK is unavailable, rather than the delete being attempted and refused by the server.
Properties are the exception: they carry no cross-reference view, so their delete goes straight to the plain confirmation.
Linking straight to an item
A Toolkit address names the tab, and can name an item:
| Address | What opens |
|---|---|
/toolkit/<type> | That tab's list |
/toolkit/<type>/new | That tab, with the New dialog open |
/toolkit/<type>/<id> | That tab, with that item open for editing |
So a link you save, or one global search hands you, lands on the item itself. The address stays as you see it while the dialog is open, so it is still copyable, and closing the dialog goes back to the list.
Opening bare /toolkit lands you on the first tab you have permission to view, rather than always
on Properties.
Why scope matters
- Workspace-scoped (Properties, Thresholds, Resources) default to the tenant's General workspace and are only visible/usable within their workspace. A "missing" item is often in a different workspace.
- Global (Frequencies, Calendars, Tags) are shared across all workspaces.
How workflows use them
- A job references frequencies (when it runs), calendars (days to skip), thresholds and resources (as dependencies), properties (values at runtime), and tags (organization). See How workflows work and Job dependencies.
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