Connections

A connection is a definition of inbound and outbound integrations. The Connections page is available from the main menu ( mceclip3.png ) and selecting the submenu items Connections or if already within the Resources pages via the connections icon (mceclip0.png)

The defined connections will be available for users to utilize when building an app. A connection can be used to pull files/tables in apps.  

Adding a New Connection

  1. Go to Resources>>Connection to open the Connections screen.
  2. Click the plus icon (mceclip0.png) to add a new connection.
  3. A "Create Connection" screen will appear.
  4. Name - Provide a unique name for the connection. This value is uneditable once the connection is created.
  5. Connection Type - Select the 'Connection Type' from the dropdown list. This selection is uneditable once the connection is created. Based on the selected connection type, additional fields for connection type credentials will be populated.
  6. Tags -  Select the tag from the tags list. You can create your tags from Admin Center>>Tags. You can read more about tags here.
  7. Click 'Save'.

The new connection will appear on the 'Connections' screen and will be available for use within an app.

Test Connection

When creating a new connection, you can now test it right away, even before saving, to ensure it's in working order before trying to use it in an app. Once you have added all the details for the selected connection type, you can click 'Test' to validate if the connection details are correct or not. Once validated, you will see the Success message in Green as highlighted below:

If the credentials entered are not valid, you will see an error message in Red Color as highlighted below:

 

Deleting a Connection

When the connection has any dependency on any other object like Apps, then you will not be able to delete the connection. You can check more on Connection Dependencies by selecting the connection from the Connection list and then navigating to Connection Dependencies from left side menu. You can check more on Connection Dependencies here.

Sharing Options

When creating a new Connection, users can select sharing options such as Private, Public, or Group. However, a System Admin role will always have access to all connections, irrespective of the sharing option chosen. The owner or a System Admin can modify the sharing option later.

  • Private: If you select Private, only you (the owner) can access the Connection. This means nobody else, except for System Admins, can see or use it. System Admins have access to all connections, regardless of their sharing settings.
  • Public: Public is the default setting. This means that anyone in the system can access the Connection.
  • Group: If you choose Group, you can limit access to specific groups of users that you've assigned to the Connection. Again, like with Private, System Admins can see and access Connections shared with a group, even if they're not part of that group themselves.

So, essentially, it's all about controlling who can see and use the Connection you've created. If you're the owner, you have the power to decide who gets access, but remember, System Admins always have access to everything.