Add a connection in the Connections dashboard

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Add a connection through the Connections dashboard.

    시작하기 전에

    Role required: connection_admin or admin

    프로시저

    1. Navigate to All > Process Automation > Flow Designer and click the Connections tab.
    2. Locate the alias you want to add a connection to and select Add Connection.
      If there isn't an Add Connection option, the alias doesn't have a configuration template. To add a connection through the dashboard, the parent alias must have a template. Not all aliases have templates. Templates were first introduced in the Orlando release, so aliases from previous versions may not have them yet. If yours doesn't, you can set up your alias through the platform user interface instead. Select the Advanced Setup option to get started. For more information, see Create a Connection and Credential alias. To learn more about templates, see Connection and Credential configuration templates.
    3. On the form, fill in the fields.
      The fields that appear on the form depend on which configuration template the parent alias has. For details on each specific template, visit Connection and Credential configuration templates.
    4. To submit the form, click Create Connection.

    결과

    The alias card displays the new connection under the Connections list.