Using Workflows, Users can connect to external Systems through existing or new credentials. Below is a guide on how the connection logic works:
Connecting to an Existing System
- If credentials already exist for a system, Users can connect only to the specific version associated with those credentials.
- Users will not be able to choose a different version from the workflow.
Creating a New Credential from the Workflow Page
Depending on whether credentials already exist, Users will have different options:
- If credentials exist for the system (means if the system is already connected):
- Users can create a new credential, but only for the same version those credentials are tied to.
- If credentials do not exist:
- Users can create a new credential, but only for the recommended version of that system.
- Version selection is not available within the workflow.
Supported System Types
- Users can connect to both public and private systems directly from within a workflow.