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Using a Resource in a Workflow

An activity that talks to an external system reads its connection details from a resource. Selecting the resource in the activity keeps the connection configured in one place, so changing it later updates every activity that uses it.

Before you begin​

Create the resource in the application first. See Creating and Renaming Resources.

Use a resource in a workflow​

  1. Open the workflow and drag an activity that connects to an external system onto the canvas.
  2. In the activity's configuration, select the resource.
  3. Configure the remaining parameters the activity requires.
  4. Save the workflow.

Only resources of the type the activity expects appear in the list.

How you know it worked​

The activity shows the selected resource in its configuration, and a test run connects successfully. See Test a Workflow or API.

Best practices​

  • Use descriptive resource names so their purpose is clear from the activity configuration.
  • Check that imported resources match the environment you are working in before using them.
  • Export resources you depend on, so you can restore them.

Next steps​

Test the workflow to confirm the connection works. See Test a Workflow or API.