Updating an instance

Introduction

You can update an existing connector instance at any time. If you update an instance that is currently used in process flows, your changes will take effect as soon as the instance is saved.

The steps

To update an existing instance for one of your installed connectors, follow the steps below.

1

Access your connectors

Log in to the Patchworks dashboard and select process flows ➤ connectors & instances to access the manage connectors page.

2

Access settings for the required instance

Locate the required connector and click the settings (i.e. cog) button. For example:

The instance settings page is displayed, with access to configuration options over instance details, authentication, and certificates tabs. For example:

3

Review & update settings

To update basic details for this instance, use the instance details tab. To update authentication credentials, click the authentication tab, and to update a certificate, use the certificates tab.

For more information on these options, please refer to Adding an instance.

4

Test & save

Having made the required changes, you can use the test instance connection button to check authentication credentials are valid, then click save instance settings to save your changes.

Using the test instance connection option before saving allows you to verify credentials without committing your changes. You can't save an instance with invalid authentication credentials.

Changes are retained as you switch between tabs - there's no need to save instance settings each time.