Connection Manager changes

What has changed?

For the following connectors, credentials are defined separately from workflow action configuration, using Connection Manager.

Once a connection is defined, you can use it in any workflow on the SharePoint site. If desired, you can limit availability to the account used to create the connection.

Why has this changed?

Setting up credentials in Connection Manager is both easier and more secure. Using Connection Manager means you no longer have to enter the user name and password into each action that uses an affected connector.

How does this change affect existing workflows? 

Currently published workflows continue to run; however, to re-publish a workflow that uses affected connectors, you must update workflows for affected connectors to use connections created in Connection Manager.

Creating connections

What will I need?

  1. Decide on scope (availability). Do you want the connection to be available to any workflow designer on the site or to be limited to your user account? 

  2. Define a name for the connection.

  3. Gather the required parameters.

How do I do it?

  1. Identify workflow actions that need connections defined.

    If you are updating an existing workflow, look for unconfigured status indicators when the workflow is open in Workflow designer. Unconfigured status indicators appear on workflow actions for affected connectors when no connection is specified (or other required configuration is missing or invalid).

    Example of an action with an unconfigured status indicator (DocuSign retrieve envelope status):

  2. For each affected connector (such as DocuSign), open the Create Connection dialog box: 

    1. In the Workflow designer ribbon, click Connection Manager.

    2. Click New.

  3. In the Create Connection dialog box, select the scope (User or Site) and then select the provider (such as DocuSign).

  4. Fill in the parameters required for the selected provider.

    DocuSign example:

    Dynamics CRM example:

    Salesforce example:

    Salesforce is an OAuth provider, so click Authorize after filling in the parameters to initiate the OAuth authentication process. Enter your credentials:

    (Salesforce.) Allow Nintex Connection Manager:

  5. Save the connection: Click Save in the toolbar at the top of the Create Connection dialog box.

  6. Test the connection: Click Test in the Connection Manager dialog box.

    Congratulations! You have configured the connection and it is now available for use in workflow actions.

    For example, if you created a DocuSign connection, that connection is now available for use in DocuSign workflow actions, as the connector credentials allows access to DocuSign capabilities.

Using the connection in workflow actions

Once you have a connection defined for the relevant connector, the next task is to specify that connection in workflow actions for that connector.

To use a connection in a workflow action

  1. In the action configuration settings dialog box, for the Connection field, select the connection that you defined.

  2. Fill in other details as needed.

  3. Save changes and close the dialog box.

    The action now shows as configured; the unconfigured status indicator no longer appears on the action.

    You can use the connection in any workflow action that needs to connect to the external system. Availability of the connection is determined by the scope selected for the connection (User or Site).

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