Create Connection dialog box

The Create Connection dialog box allows you to create connections to external providers, such as DocuSign, Microsoft Dynamics CRM, and Salesforce. This dialog box contains the following buttons and fields.

Button or field

Description
Save Saves changes to the current connection.
​Cancel ​Cancels changes and closes the dialog box.
​Help ​Displays the Help.
​Scope

​Select one of the following options.

  • User: Limits availability of this connection to the current user account.
  • Site: Does not limit availability of this connection. Any user on the site can use the connection.

Provider

Select one of the following options.​

  • DocuSign

  • Dynamics CRM

  • Salesforce

Additional fields are displayed for the selected provider.

​Connection name ​Name of this connection to be displayed for selection when configuring workflow actions associated with the provider.

Related information

Connection Manager dialog box

Managing connections to external providers