Manage connections

1. Obtain credentials and other requirements.

   Browser-stored credentials are accessed for new connections. Either clear credentials from memory or make sure the stored credentials are for the correct environment. For example, if you intend to create a connection to a Salesforce sandbox environment, then make sure the browser-stored Salesforce credentials are for the sandbox environment rather than another Salesforce environment.

   For other items required for your connection, see Connectors.

2. On the Connections page, click Add connection.

3. In the Add connection panel:
   1. Select a Connector service, such as Salesforce.
   2. Click Next.
   3. In Connection settings, enter a Connection name.

   Note: The name must not include any of the following characters: < > " ' ` \ / { } [ ] % $ # * ^ ! @ ~ ? = , ;

   Recommendation for connector naming

   To make it easier to identify connectors created, we recommend using a name that is easily identifiable. You can use a naming convention such as the one given below:

   Environment Name-EnvironmentURL-Username

   For example, SFDC Sandbox-https://<environment>.com-username@domain.com

   4. Complete other fields as required. See Connectors.

   5. Click Connect.

   The entered name is validated for uniqueness. You are prompted for login credentials to the selected connector service. The URL for the connector service, including domain, is indicated above the credential fields.

4. Enter login credentials for the connector service.

   Upon successful login, you are prompted to grant or deny access to Nintex Workflow.

5. Grant access to Nintex Workflow.

   The connection is now ready to use in workflow start events and actions during workflow design.

1. Access the Designer page: 

   • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

   (Or)

   • On the top navigation bar, click Automate > Create workflow.
2. Click the connector action or select the start event you want to add the connection to, or drag an action into the workflow and select it.

3. In the drop-down list for Connection, select Add connection.

4. In Connection settings, enter a Connection name.

   Note: The name must not include any of the following characters: < > " ' ` \ / { } [ ] % $ # * ^ ! @ ~ ? = , ;

   Recommendation for connector naming

   To make it easier to identify connectors created, we recommend using a name that is easily identifiable. You can use a naming convention such as the one given below:

   Environment Name-EnvironmentURL-Username

   For example, SFDC Sandbox-https://<environment>.com-username@domain.com

5. Complete other fields as required. See Connectors.

6. Click Connect.

   The entered name is validated for uniqueness. You are prompted for login credentials to the selected connector service. The URL for the connector service, including domain, is indicated above the credential fields.

7. Enter login credentials for the Connector service.

   Upon successful login, you are prompted to grant or deny access to Nintex Workflow.

8. Grant access to Nintex Workflow.

   The connection is now ready to use in workflow start events and actions during workflow design.

On the Connections page, to the right of the connection:

1. Click .
2. Select Edit from the options menu.
3. Edit the Connection name, if needed.
4. Edit other fields as needed. See Connectors.
5. Click Connect.
6. Complete the authentication process.

On the Connections page, to the right of the connection:

1. Click .

2. Select Delete from the options menu.

There are two types of connection permissions: Owners and Users.

Permissions for Owners include the following:

• Assign Owner/ User permissions to other tenant members.
• Use, edit, or delete connections.

Permissions and restrictions for Users include the following:

• Use existing connections in the Designer page.
• Users cannot assign connection permissions to other tenant members.
• Users cannot edit and delete connections.

Follow these steps to assign connection permissions from the Connections page:

1. On the Connections page, click to the right of the name of the connection to which you want to assign permissions.
2. Select Permissions from the options menu.
3. In the window that appears:
• To assign all tenant members the Owners or Users connection permissions:
1. Click in the Owners or Users field.
2. Click Everyone.
3. Click Save permissions.
• To assign a group of users the Owners or Users connection permissions:
  1. Click in the Owners or Users field.
  2. Select the Group you want to assign permission to from the GROUPS list.
  • Hover over the name of the group and click Show members to see the list of members in the group.
  3. Click Save permissions.

  For information about adding and editing groups, see Create, edit, and manage user groups.

• To assign individual tenant members the Owners or Users connection permissions:
1. Type the name in the Owners or Users fields.
2. Select the users to whom you want to assign permissions.
3. Click Save permissions.