Connections in Nintex for Office 365

The table below acts lists the connection types and connector actions available in Nintex for Office 365. You can use this as a guide when you are creating a new connection to determine which connection type to select.

For example, if you want to check items in and out of a SharePoint library or list, you can create a SharePoint Online: List & Library connection type.

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

1. On the Connections page, click Create New Shared Connection. A list of connection types appear.
2. Select the connection type you want for the connection. For more information about what connection type to use, see Connection types and Connector actions.

The Configure a connection window appears with fields for the selected connection type.

3. In the Configure a connection window, do the following:
   1. Fill in the fields to create a connection. The fields that appear depend on the connection type selected. For more information about fields and settings available in the Configure a connection window, see Configure a connection window fields and settings.
   2. Click Connect.
   • If any additional prompts are displayed to select your account and accept the app, complete them as necessary.

   The window closes and the Connections page is displayed. The new connection is added to the connections list on the page.

   By default, the connection status is enabled and the users that create connections are the only owners. Connection owners can Edit a shared connection to assign other users.

This functionality is available only if workflow designer connection creation is enabled in General settings .

1. In the workflow designer, double-click an action that supports connections.

The configuration settings dialog box appears. Credentials are indicated by one of the following:

• Connection field: For new actions
• Username and password fields: For legacy actions. For more information about legacy actions, see Updating legacy action connections.

2. In the Connection field drop-down, select Create new personal connection. Do the following in the Configure a connection window that appears:

   Note: If you see a "Need admin approval" message, then ask your administrator to either create the connection for you or to enable app consent for non-admin users.

   1. Enter the information in the fields.
   2. Click Connect.
      • If any additional prompts are displayed to select your account and accept the app complete them as necessary.

   The window closes and the Connections page is displayed. The new connection is added to the connections list on the page.

   Connections created during action configuration are accessible only by you, across the tenant.

Actions configured before connections were available are referred to as legacy actions and they were configured to use username and password fields. A banner will be displayed in the Action configuration window of legacy actions that have been updated to support the new Connection manager.

Update a legacy action to use connections

1. In the workflow designer, double-click a legacy action. The action configuration settings window opens with a banner message and the Connection field appears in place of the previous username and password fields as shown in the image below:

2. In the Connection field, select the connection you want from the drop-down list to use an existing connection or create a new connection.

   • To apply the new connection to all actions that use this connection type, select the check box for that option (under the Connection field). When you save changes to the action configuration, a confirmation message lists the actions updated to use the selected connection.

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.
3. On the Connections page, click on the connection you want to edit.

4. Click Edit. The Edit Connection window appears.
5. Edit the connection details as required and click Save.

For information on the fields and buttons of the Edit Connection window, see Edit Connection window fields and settings

If the connection is in use by a running workflow instance or referenced by a workflow, deletion may cause the workflow to fail.

1. On the connections page, click of the connection you want to delete.

2. Click Delete.

The Delete connection dialog box appears, informing you that the selected connection might be in use in a running workflow instance and that deleting might cause the workflow to fail.

3. In the Delete connection dialog box, do one of the following:
   • Click Cancel. Deletion is canceled and you are taken back to the connections page.
   • Click Continue. The connections is deleted.

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.
3. On the connections page, click on the connection you want to update.
4. Click Edit. The Edit Connection window appears.
5. Under the Connection type, click the Update credential details button. The Configure a connection window appears.
6. In the Configure a connection window, do the following:
   1. Update field values.
   2. Click Connect.
   • If any additional prompts are displayed to select your account and accept the app, complete them as necessary.

7. Click Save to save changes.