Connecting Systems (From Workflows)

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.

Version selection is available only on the Systems page and only during the first connection.

Supported System Types

• Users can connect to both public and private systems directly from within a workflow.

FTP, SFTP, and S3 are not yet supported for new systems.