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PerfectApps™ Help Guide

Navigation: Integration > PerfectApps Connections

Creating PerfectApps Connections

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Connections can be used for:

 

Background Lookup

Pop-up Lookups

Creating a new instance of a different app and passing data into that new instance

Updating data in an existing instance of a different app

Writing to database tables

Calling stored procedures

Passing data from the app to a Web Service

 

 

 

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If you are setting up a database connection, a directory services connection or a connection into a text or CSV file, you will need to have installed the connection agent.

 

Connections must be created on the Connections Dashboard by a PerfectApps administrator. For each connection, one or more actions (including insert, select and other common calls) should be created. To open a connection and use its actions, a Connect or Connect and Search behavior command must be assigned to an app event. The connect commands will open the connection, run the selected action associated with that connection and pass or receive data as specified in the behavior properties.

 

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1.Go to the Connections Dashboard.

2.Click the New button then select the type of connection you want to create.

Creating Connections - Connections Dashboard New Option

 

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Detailed descriptions of the various connection types are included in subsequent topics. You may also import a connection saved as a .PA or .PF file on your local drive (see Migrating and Importing a Connection).

3.Give your new connection a suitable name.

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App designers will need to select the connections in their app using the name that you choose here.

4.Click Apply Changes to save the new connection.

5.You will also need to define your connection but this would differ depending on the connection type that you are using. Please refer to the following topics:

Database Connections

Directory Services (LDAP) Connections

SOAP Web Services Connections

REST Web Services Connections

Apps Connections

Google Spreadsheet Connections

Text/CSV Connections

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See the Defining Connection Actions topic for additional detail.