Adding connections to an application

Connections help in establishing tasks between users and third-party applications. To create a connection, users need to authorize the connection to an application.

About this task

When creating a connection, the following components are presented:

  • Application
    All third-party services supported to establish a connection.

  • Display name
    A unique name to identify the connection's purpose.

  • Unique ID
    A technical name generated automatically based on the Display name field.

  • Share connection
    A switcher that set the connection to shared or nonshared. A shared connection enables all users in the tenant to use the connection in their scripts, and a nonshared connection enables only the user that created the connection to use it.

To create a connection, users need to authorize the connection through an application. See the following procedure to add connections to an application.

Before you begin

  • Your user must have permission to manage connections. See the Checking user permissions topic to learn how to check your user permissions.
  • You can only change the Unique ID when creating the connection for the first time.

Procedure

  1. Log in to the IBM RPA Control Center.
  2. Navigate to the Connections page on the IBM RPA Control Center.
  3. Click the Create connection button.
  4. Select an application and click Next. You can also use the Search bar.
  5. Enter a display name for the connection.
  6. Optional: Modify the auto-generated Unique ID. The Unique ID is used in RPA commands parameters to identify the connection.
  7. Set Share Connection to On to share the connection, and click Next.
  8. Review the summary of the data that you entered and click Authorize.

Result

Once authorized, the new connection appears in the Connections table. A pop-up should notify the authentication status.

What to do next

  • Edit a connection
    To edit a connection, in the Connections menu, choose the connection and click the ellipsis button ⋮ > Edit.

    ⚠ Attention: Changing the Share connection option to No impacts scripts using the connection.

  • Re-authorize a connection
    To re-authorize an expired connection, in the Connections menu, choose the connection and click the ellipsis button ⋮ > Re-authorize.

  • Delete a connection
    To delete a connection, in the Connections menu, choose the connection and click the ellipsis button ⋮ > Delete connection.

    ⚠ Attention: - Deleting a connection impacts the scripts using it. - This action is irreversible.

  • Reference connections on your scripts
    If you want to reference a connection on your script, see Referencing connections on your scripts.