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Creating and Renaming Resources

Resources are created inside an application. Once created, a resource is available to every workflow in that application, so the connection details are defined once and reused.

Create a resource​

  1. Right-click the Resources folder in the application and select Add Resource. You can also select the application in the Applications panel and choose Resource from the create options.
  2. Select the resource type you want, or search for an existing one, then select Save.
  3. Enter the connection details for the resource and save them.

The resource is saved in the Resources folder and is ready to use in the application's workflows.

Rename a resource​

  1. Select the Ellipsis icon next to the resource in the Resources folder.
  2. Select Rename.
  3. Enter the new name and press Enter.

You can also open the resource and update its name along with its other fields.

How you know it worked​

The resource appears under the application's Resources folder under its new name, and it is selectable from the activities that use that resource type.

Next steps​

Reference the resource from an activity. See Using a Resource in a Workflow.