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Celonis Product Documentation

Dynamic connections for Action Flows

When configuring an Action Flow, you can specify that a connection to a system or service used in the app requires authentication with personal credentials each time the Action Flow is executed. We refer to this as a dynamic connection.

Dynamic connections allow you to apply individual user permissions from the respective systems to your automations. Additionally, by providing personal credentials when executing an Action Flow, the user name is recorded in the audit log, which improves traceability.

Before you begin

  • Dynamic connection can be created only for Action Flows which have their execution scheduling set to "on demand".

  1. Go to your Action Flow and select an app module.

  2. Next to the Connection box, click the three dots menu and select Create a dynamic connection.

  3. Give the connection a name and set the build-time value.

    Tip

    The build-time value is a temporary connection used for the time of building the Action Flow and it won't be saved when the Action Flow is published.

    AF_dynamic_connection.png
  4. Save your changes.

Once you've created and published your Action Flow, the dynamic connection becomes active. Users who execute the Action Flow for which the dynamic connection was set, either from an Action button in a View or by running an Action Flow once, will have to provide their authentication details first. Once provided, the authentication details will be stored for future use.

For more information on how to create Action buttons in Views, see Adding Action to Tables.

Note

Connecting to SAP?

Users who execute SAP Action Flow modules must also have the permissions necessary to trigger the BAPI used to trigger an Action.

To view all dynamic connections you created, in Celonis Platform, click your user profile > Personal Connections.

AF_personal_connection_view.jpg

In the Personal Connection overview page, you can also update your passwords stored for individual connections.