Connections in Live and Edit Mode

Connections in Live and Edit Mode

1. What Does This Page Cover?

Learn to view and manage connections in the live and edit mode of your Zoho Creator application. Click here to learn more about connections.

2. Availability

Connections:
  1. Are available only for paid plans of Creator
  2. Can only be created and managed by the super admin, admins, and developers, while other users can authorize and access them
  3. Are available in the United States (.com), Europe (.eu), India (.in) and Australia (.au) data centers
  4. The availability of the payment services differs based on your data center.

3. See How to View Connections

In live mode:

In edit mode:

4. View Connections

In addition to connections being listed under the Microservices section, they can also be viewed and accessed within applications in both live and edit modes. While this facility is accessible to all users, visibility of individual connections is based on the logged-in user type, user permissions for the application component, and the connection type. Admins and developers have access to view all types of connections, including system connections. Other application users can only see logged-in user type connections. Learn about the locations within the application where this connection panel is positioned.
Upon clicking connections, a slider will open, displaying all connections used within the application in live mode. In edit mode, it will show only the connections used in the specific component, along with basic details of each connection, such as:
  1. Service name: The name of the service for which the connection was created.
  2. Authorized account: The name associated with the account that authorized the connection.
  3. Status: Indicates the current status of the connection, whether it is connected or not connected.
  4. Authorize button: A button is provided to authorize the connection if it has not been authorized yet.
  5. Connection type: The connection type is represented by different icons, as shown in the table below. 

Icon

Type

Admin connection

System connection

User connection 


By clicking on a connection, you can view more details, such as permissions, references, and options to switch and revoke authorization.

4.1. Connection Placement

To optimize accessibility and ease of usage, the users can directly view and manage from within the application in both live and edit modes.

To view connections in live mode:
  1. Click the settings icon () adjacent to your user name in the application.
  2. Note: The settings icon's () placement may vary depending on the application theme in use, but it is typically found near your username.

  3. Click Connections.

To view connections in the edit mode:
  1. Click on the connections icon () in the top-right corner of the builder.

Note: To view connections directly from the Deluge editor, select Connections in the top bar of the editor.


5. Authorizing the Connections in Live and Edit Mode

Users can directly authorize and use the connections from the respective components of the application. To authorize the connection in live mode:
  1. Navigate to the connection from the live or edit mode of your application. All connections in your application will be listed here.
  2. Click Authorize.
  3. Enter the authorization credentials to authorize the connection. 
  4. Note: For OAuth2 type connection, once you click Authorize, a timer of 90 seconds will be triggered. You will be redirected to the service's authorization page, where you need to grant access.
  5. Enter your authorization credentials and accept the access permissions before the time limit expires.

5.1. Behavior of Application Component with Unauthorized Connection

When an unauthorized connection is utilized within any component, workflow, function, or blueprint in your application, an authorization prompt will appear either upon accessing that component or during the workflow execution.
  1. For admin connections, only admins and super admin will be shown the prompt to authorize the connection. Other users will be unable to access those resources until authorized by the admin, and they will be shown a message instructing them to contact the admin. The admin must authorize the connection for users to access the form.
  2. For system connections, only super admin will be shown the prompt to authorize the connection. Other users will be unable to access those resources until authorized by the super admin, and they will be shown a message instructing them to contact the admin/super admin. The super admin must authorize the connection for users to access the form.
  3. For logged-in user connections, any type of user will be shown the prompt to authorize the connection. 
Some of the examples for the authorization prompt cases in live mode are,
  1. Form with a workflow containing unauthorized connections configured to execute on load of a form.

  2. Page with a panel containing an unauthorized connection.

  3. Integration report with an unauthorized connection.

  4. When a live user accesses the form with an unauthorized admin connection or system connection.

Note: The same behavior applies when accessing an application component with a disabled connection or disabled connection access to an application. In such cases, the admin must enable it from the microservices to allow users to access them.

6. Switch Authorization

Note: 
  1. Switching the authorization of the system connection can only be done by super admins.
  2. Admin connection authorization can be switched by all admins.
  3. Logged-in user connection authorization can only be switched by the authorization owner.
Switching the connection involves the process of granting a new authorization to the connection. It is also necessary in cases such as: 
  1. Expiration of the authorization credentials linked to the connection
  2. Invalidation or deletion of the auth token from the third-party service
Note: When a connection authorization is switched, all the applications that utilize it will henceforth use the new authorization.
To switch authorization of a connection in live or edit mode of an application:
  1. Navigate to connections from live or edit mode of your application and click on the desired connection.

  2. Click Switch.

  3. Enter the name of authorization account and click Authorize.
  4. Note: For OAuth2 type connection, once you click Authorize, a timer of 90 seconds will be triggered. You will be redirected to the service's authorization page, where you need to grant access.

  5. Enter your authorization credentials and accept the access permissions before the time limit of 90 seconds.

7. Revoke Authorization

When a connection authorization is revoked, the permissions and access to the third-party service will be removed and the components using that connection authorization will not function as intended.

Note: 
  1. Revoking the authorization of the system connection can only be done by the super admins.
  2. Admin connection authorization can be revoked by all admins.
  3. Logged-in user connection authorization can only be revoked by the authorization owner. If the primary account linked to the logged-in user connection is revoked, an admin must mark a different admin's account as primary to enable users to authorize connection.
  4. Revoking a connection authorization will not affect other connections using the same authorization.
To revoke a connection authorization in live or edit mode of your application:
  1. Navigate to connections from the live or edit mode of your application and click on the desired connection.
  2. Click Revoke

8. Points to Note

  1. In the live and edit mode, the super admin, admins, and developers can view all types of connections in the applications. Other users can only view connections specific to their logged-in user type, depending on the associated permissions with the application component.
  2. If a logged-in user connections is used in datasources and schedules without the primary account authorization, the application users cannot authorize it until the admin authorizes it and configures a primary account.
  3. Both admins and developers have the ability to view all types of connections used within an application. However, when it comes to system connections, only the super admin can authorize them.
  1. Understand Connections
  2. Create and Authorize Connection
  3. Manage Connections


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