Overview

In this exercise, we will create the various Connections needed across the remaining exercises of this Quick Start guide.

Primary Learning Objective

This exercise is designed to reinforce the concept of Connections.

Secondary Learning Objectives

None

Prerequisites

A Workspace named Learning OneCloud with a DEV environment needs to exist. See the Learning OneCloud Quick Start Guide for more information.

Supporting Template

N/A


Create a new Connection and enable all Connections for both the DEV and PROD Environments.

Step 1: Add an HTTP Connection

To add a new Connection or view an existing OneCloud Connection, click the Connections tab on the navigation pane on the left of the page.

  • Click on the (+) button in the lower, right-hand corner.

  • Under BizApp, select HTTP Request for this demonstration.

  • Scroll down to confirm the Environments for "DEV" and "PROD" are enabled.

  • Click the corresponding boxes, as necessary.

  • Save the Connection.

📓 About the Example Video:

Connections are available across Workspaces and must have unique names. They must also be enabled within a specific Environment of a Workspace to be used. The tenant creating this video had previously created a HTTP Connection for another tutorial. Thus, the Environment shown is "Learning OneCloud" rather than "Sample Workspace for Workiva". The process is consistent regardless of whether this is the tenant's first Connection or fifth.

Editing an Existing Connection

  • Click on the 🔽 to the right of the Connection.

  • Select Edit.

  • For this example,

    • Scroll down to the "Environments" Section.

    • As necessary, click the box(es) to enable the Connection for the "PROD" and "DEV" Environments.

    • Save the changes.

Step 2: Source EPM Applications (optional)

Depending on the Environment, a range of Connections to other source applications or data sets may be created to use with Workiva. Please visit one or more of the following guides to create a required source connection:


📚 Related Topics from this Section:

Environments

Connections

Workiva BizApp



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