article Shared automation connections in Official Support Articles

Shared automation connections

Emile_Koslowski — Thu, 30 May 2024 06:49:40 GMT

The new shared capability for automation connections enables you to create and manage automation connections in shared spaces.

At a later stage, we will make it possible to also create and manage automations in shared spaces.

This article covers the following topics:

Create automation connections in shared spaces
Use shared connections in an automation
Manage shared connections from the management console

1. Create automation connections in shared spaces

When you navigate to the overview page of a shared space, you will find a new "Automation connections" tab under the connections section. From here you can create new automation connections in the space and view the connections from you and other users.

2. Using shared connections in an automation

To configure a shared connection in an automation, you can go the automation editor and open the connection tab in the block configuration menu on the right. Here you can find a new "Select Space" filter that allows you to filter across the shared spaces you have access to.

Click the connection you want to use for the block or use the "Apply for all" button to add it to all blocks of that connector in the automation.

3. Managing shared connections from the management console

Changing the owner of a connection or moving it to another shared space is possible from within the management console. These actions are restricted to tenant admins as it could break existing automations.

Change owner

Changing the owner of a connection will allow you to reconnect without having to update any automations.

Note: this will reset the connection configuration (inc. credentials) and the new owner will be required to reconfigure the connection.

Move a connection

Through the "Move" action you can move a connection to another shared space or move a connection from a personal space to a shared space.

Note: Make sure that the owners of the automations where the connection is used also have access to the new space. If they do not have access to the new space, their automations will break.

Delete a connection

Deleting a connection will remove it from the space and any automations that are using the connection.

Note: Make sure that the connection is not used in any automation before deleting it. If it is used the blocks where it is configured will fail.

Re: Shared automation connections

paulcalvet — Thu, 30 May 2024 12:05:23 GMT

Thanks ! first step to create automation in shared space !

Re: Shared automation connections

tolange — Wed, 12 Jun 2024 09:04:24 GMT

Thanks, very valuable functionality!

Re: Shared automation connections

youngaaron — Wed, 19 Jun 2024 19:26:26 GMT

Hello,

If I create an Automation that uses the shared Connection and I change the owner of the Automation to another User, will the connection be retained (providing that new Owner has appropriate permissions to use the Automation connection in the Shared Space)?

Re: Shared automation connections

Emile_Koslowski — Mon, 24 Jun 2024 12:50:55 GMT

Hi @youngaaron ,

Automations and automation connections are just linked to each other.

If the automation's connections are shared and the new owner has access to them, then they will remain connected.

If the connections are not shared or if the new owner can not access them then they will break when the ownership is changed.

Please note that we had a small bug to this behavior which has been resolved.

Re: Shared automation connections

youngaaron — Tue, 25 Jun 2024 00:53:25 GMT

Thanks for confirming @Emile_Koslowski! I think I was experiencing that small bug last week. 🙂

Re: Shared automation connections

Jul_K — Wed, 14 Aug 2024 06:19:05 GMT

Thanks, sharing automations with others in a shared space is a must have for us 🙂