Create Connection

creating a connection is a critical component of integration between diffracts systems, and it serves as a central element in engini workflows this guide will walk you through the step by step process of establishing a connection in engini create a connection step 1 add connections navigate to connections page by clicking on 'connections' on the left sidebar step 2 add new integration click on 'new integration' step 3 choose a software choose the software you want to connect to you have 2 options type the name and you'll find it right away search it in the box and click it every software you want to connect to comes with its specific connection prerequisites as outlined in its documentation upon selecting the software, a window will appear, prompting you to input the necessary connection data for further guidance on establishing a connection with particular software, refer to the information provided in the apps section step 4 modify the connection after you have established a connection, you can modify it by following few steps clicking on the 3 dots, in the right side of the connection next, a new window will open, and now you can choose which action you want to execute edit you can modify the components you entered in the connection refresh objects after you created or modified the connection, you need to refresh the connection the use of this feature varies by application in broad terms, it is usually used when structural changes are made within the application for example \ monday com adding new boards \ priority opening access to forms and subforms \ salesforce creating new objects \ sql selection of tables, views and stored procedures when you click the refresh objects action, and it worked successfully engini will indicate that all the objects were well refreshed if the process completes successfully, the 'in progress' status disappear, and the refresh button is no longer visible if the process fails, the status will change to 'error', indicating that there is a problem with the connector refresh objects status the refresh objects status action displays the current status of the refresh objects process it shows whether the process is still 'in progress' or has 'finished' delete after choosing the "delete" option, a warning window will pops up as you can see below in the warning window, click on the "accept" button in case you sure you want to delete the connection in other case, click on the "cancel" button and the activity won't be deleted important deleting a connection will have a direct impact on all processes and functionalities associated with it be cautious when proceeding with this action, as it may disrupt your existing workflows and integrations sort use the sorting options to organize the integrations list according to the information you want to display first to change the sorting, click the relevant column name the integration and connection id columns can be sorted in ascending or descending order for the created and updated columns, clicking the column name opens additional sorting options based on either the user’s name or the date integration sorts the integrations alphabetically by integration name a – z – displays integration names in alphabetical order z – a – displays integration names in reverse alphabetical order connection id sorts the integrations according to their connection id a – z – displays the lowest connection id first z – a – displays the highest connection id first created sorts the integrations according to the user who created them or the date they were created a – z – sorts alphabetically by the creator’s name z – a – sorts in reverse alphabetical order by the creator’s name oldest first – displays integrations with the oldest creation date first newest first – displays integrations with the newest creation date first updated sorts the integrations according to the user who last updated them or the date they were last updated a – z – sorts alphabetically by the name of the last user who updated the integration z – a – sorts in reverse alphabetical order by the name of the last user who updated the integration oldest first – displays integrations with the oldest update date first newest first – displays integrations with the newest update date first