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.
|
Provider | Select one of the following options.
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 topics
Connection Manager dialog box
Managing connections to external providers