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
- Log in to the IBM RPA Control Center.
- Navigate to the Connections page on the IBM RPA Control Center.
- Click the Create connection button.
- Select an application and click Next. You can also use the Search bar.
- Enter a display name for the connection.
- Optional: Modify the auto-generated Unique ID. The Unique ID is used in RPA commands parameters to identify the connection.
- Set Share Connection to On to share the connection, and click Next.
- 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:- Disabling the option to Share connection affects all scripts that are currently using the connection.
- Only the owner can edit 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.Attention:Only the owner can re-authorize the connection. -
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 affects all scripts that are currently 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.