Legend | Description |
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1 | Create a connector. For more information, see Creating connectors. |
2 | Search connectors by name. |
3 | Hover over to display the connector type. For example: OAuth (Named User) or Windchill Basic. For more information, see Connector types. |
4 | Test the connector against the external system to check if it is valid. |
5 | Edit the connector. |
6 | • Share—Share a connector so that other users can use it in new triggers or actions, or configure existing triggers or actions to use the connector. Shared connectors are denoted by . Other users can use this shared connector in existing triggers and actions, including using this connector to lookup data from the external system. However, other users cannot view or edit details of the connector. • Stop Sharing—Stop sharing the connector so that other users cannot use it in new triggers and actions or configure existing triggers and actions to use the connector. If you try to execute a workflow with a shared connector that is no longer shared with you, the workflow execution fails. |
7 | Delete the connector. You cannot delete connectors that are used in any workflow. If you want to delete a connector that is used in any workflow, you must remove the connector from the workflow. For more information about deleting a connector from the workflow, see Workflow settings. |
8 | Switches the authorization type for the selected connector. For example, you can switch the connector type from Basic to OAuth (Named User). The connector name remains the same. When you switch from one connector type to another, as per the connector type, you must provide correct credentials and grant access to appropriate scopes. Any existing workflows that use this connector automatically start using the new switched connector. This option is displayed only if the third-party service supports more than one connector type. For example, to switch from Windchill Basic to Windchill OAuth (Named User), do the following: 1. Click next to the Windchill Basic connector name, and click Switch. 2. In the Switch Connector window, select Windchill OAuth (Named User). 3. Enter the correct credentials and grant access to the appropriate scopes. 4. Click ADD. You cannot modify the value of the Connector Label field. |
9 | Indicates that you have shared the connector with other users. |