Introduction

If an instance is no longer required, you can remove it from your manage connectors page.

Before you can remove connector instances, you may need to complete some housekeeping. An instance cannot be removed if it's currently configured in any process flows (irrespective of whether the process flows are enabled or disabled). If the instances that you need to remove are used in any process flow connection shapes, these shapes need to be reconfigured or removed first.

The steps

Step 1 Log in to the Patchworks dashboard and select process flows > connectors & instances to access the manage connectors page.

Step 2 Find the required connector and instance.

Step 3 Click the settings 'cog' icon associated with the instance that you want to remove - for example:

Step 3 Click the 'trash' icon:

Step 4 When prompted, type confirm to confirm that you wish to proceed:

Step 5 If this instance is found to be configured in any process flows, you'll be prompted to update these before trying again. Otherwise, the instance is removed immediately.

Introduction

An instance of a connector is unique to your company, personalised with your own credentials and settings. Any instances that you add are available for use in process flows when you add a connection shape.

This section includes guidance for key tasks that you may need to perform when working with connector instances.

In this section

• Accessing instances

• Adding an instance

• Updating an instance

• Removing an instance

Introduction

Once a connector is installed (or built with our connector builder), it's available on your manage connectors page. From here, you can add any required instances.

Every instance requires authentication credentials that allow you to access the associated third-party application - you'll need these to hand before starting the steps detailed on this page. Typically, you'll create one instance for each set of credentials that you have for a given connector that you want to use in process flows.

The steps

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

Step 1 Log in to the Patchworks dashboard and select process flows > connectors & instances to access the manage connectors page.

Step 2 Find the required connector.

Step 3 Click the add new instance button:

Step 4 The new instance wizard is launched - enter a name for this instance, then click the next step button:

Step 5 Update settings as appropriate - settings defined here take effect wherever this instance is configured in process flow connector shapes:

Available options are summarised below:

Step 6 Choose which authentication method you wish to use for this instance, then click the next step button:

Step 7 Enter valid credentials for this instance, then click the next step button:

Step 8 The instance is created for the associated connector and is now shown on the manage connectors page - for example:

Introduction

Having added an instance, you can make changes to basic details and authentication details, at any time. If you update an instance that has already been used in , your changes will be cascaded down to them automatically.

The steps

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

Step 1 Log in to the and select process flows > connectors & instances to access the manage connectors page.

Step 2 Find the required connector and instance.

Step 3 Click the 'cog' icon associated with the instance that you want to update - for example:

Step 4 The instance settings page is displayed - from here you can view/update instance details:

Available options are summarised below:

Step 5 Click the authentication tab to view/update authentication details:

Step 6 Click the save instance details button to confirm any changes:

Introduction

Any instances that have been added for your installed connectors are displayed with those connectors on the manage connectors page - for example:

For information please see Accessing your connectors.