Configure a connection through the Connections dashboard.

Before you begin

Role required: connection_admin or admin

About this task

When you transfer an alias or promote it to production, its underlying connection information doesn't get transferred with it. In this situation, the connection is in an unconfigured state and must be reconfigured before you can use it.

Procedure

  1. Navigate to All > Process Automation > Flow Designer > and click the Connections tab.
  2. Locate the alias that you want to add a connection to and click View Details.
  3. In the detailed view, locate the connection that you want to configure and click Configure.
  4. On the Configure Connection 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, see Connection and Credential configuration templates.

    Configuring a connection through the dashboard requires the parent alias to have a configuration template. If yours doesn't, clicking Configure opens the Connection and Credential Alias record for your alias instead of the Configure Connection form. For more information about configuring your connection in the Connection and Credential Alias record, see Create a Connection and Credential alias.

  5. To submit the form, click Configure.

Result

The detailed view displays the new connection in the Connections list.