Step 3 : Create a connection

Note: This step is required only if you are planning to use connector actions A workflow action that performs a basic operation through a connected system. in the workflow.

A connection is a set of managed credentials, including any additional settings required by the given connection type, for connecting to the indicated system (either a web-based service or a SharePoint Online list, site, site collection, or tenancy). You can securely store credentials for connector actions used to design workflows.

You have to select a connection when configuring a connector action. The type of connection to use depends on the action A tool for building the processes, logic, and direction within workflows.. For more information about connection and how they are used, see Connections in Nintex for Office 365.

Shared and personal connections

A connection can be a shared or personal connection.

Shared connection

Shared connections are created from the Connections page in the Workflow Gallery. These Connections can be created by a site collection administrator, Nintex administrator or site owner. The default level of availability depend on the account used to create the connection. For example if a Nintex administrator creates the connection it is available for all users in the tenant.

Only connection owners with the site collection administrator privilege can change the level of availability.

Account used to create the connection Availability

Nintex administrator

Tenant
Site collection administrator Site collection

Full (site owner)

Site

Personal connection

A personal connection is created from in the workflow designer when configuring an action. A personal connection is available across the tenant, regardless of the level of user permissions of the user creating the connection. These connections are available only across the tenant to the user who created it.

Create a connection

Note: Available only for users with Nintex administrator, full site owner or site collection administrator permissions.

1

Open the Connections page

  1. Do one of the following to open the Workflow Gallery from a Site List, Document Library, or the Site Contents page.

      • On the top ribbon of a list or document library page, click Nintex Workflow. The List workflow gallery page for the list or document library opens.
      • On the site contents page, click Nintex Workflow for Office 365. The workflow gallery page for the site opens.
  2. On the left pane, click Connections. The Connections page opens.

2

Create a connection
  • Click Create New Shared Connection and follow the steps to create the connection. For detailed steps, see Create a shared connection.

 

Next step:

Step 4 : Build a workflow