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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.

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Create a Connection

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Step 1: Add Connections

Navigate to Connections page by clicking on ‘Connections’ on the left sidebar.

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Step 2: Add New Integration

  • Click on ‘New Integration’.

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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.

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Step 4: Modify the Connection

After you have established a connection, you can modify it by following few steps:
  1. clicking on the 3 dots, in the right side of the connection.
  2. Next, A new window will open, and now you can choose which action you want to execute.
  3. Edit - You can modify the components you entered in the connection.
  4. 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.
  1. 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’.
  2. 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.

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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.
  1. 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.
  2. 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.
  3. 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.
  4. 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.