Add a connection through the Connections dashboard.

Before you begin

Role required: connection_admin or admin

Procedure

  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.

Result

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