Connections for Default Services

Setting Up Connections with Default Services

Setting up Connection with Default Services

The application provides default Connections with many services, such as Zoho, Google, Hubspot, Trello, etc. To set up Connections for default services, follow these steps:

Go to Setup >> Developer Space >> Connections and click Add Connection.
Select the service under Pick Your Service tab.
Provide the Connection Name and Connection LinkName.
Under Scope (if available), select the access permissions required by ServiceDesk Plus Cloud to the resource data.
The Use Credentials Of Login User checkbox is used to allow users to authorize the connection in custom widgets individually. If the option is unchecked, only the administrator who created the connection can authorize it using their own tokens.
Click Create and Connect.

The Scope access permissions are defined only by the third-party service that you're using in the Connection. Therefore check the help documents of the third-party service to learn about the scope they provide.

The Use Credentials Of Login User option is relevant only to custom widgets. If a connection is used independent of custom widgets, this configuration will not be accounted by ServiceDesk Plus Cloud and only administrators will be allowed to authorize connections.

The Connection will be created and displayed with the following fields and a code snippet.

Link Name: This is the name you provided for your Connection.
Scopes: The account authorized through the Connection will have access to the URLs displayed under Scopes.
ServiceName: Name of the third-party application.
Status: Indicates the Connection status.

Click Done, and you will be redirected to the Connections home page.
To set up the created Connection, click Connect or the Plug icon displayed upon hovering over the specific Connection.

Sign in to the third-party application and authenticate ServiceDesk Plus Cloud. The connection will become active.
You can use the code snippet provided for the Connection in custom functions.

If you are using a custom domain, make sure that it's HTTPS enabled to access Connections.

Using Connections

Click a Connection on the Connection home page to view the code snippet.

Copy the Deluge code snippet to a custom function and proceed as follows:

Replace <url> with the URL to be invoked.
Choose the HTTP method.
Pass parameters, if any.

You can add connections to custom widgets by copying the JSON code snippet to a custom widget package. Note the following pointers for reference:

Add line breaks after each property in the JSON object.
You can set the "userAccess" as "true" to allow users to authorize connections individually. To restrict authorization to only administrators, set userAcess as "false".

Click here to learn more about adding connections to custom widgets.

Connections Home Page Actions

On this page, you can set up, revoke, and delete Connections.

Use the Add Connection button to create a Connection with default and custom services.
Click Connect or the Plug icon displayed on a Connection to set up the Connection.
View the code snippet of each Connection (both active and revoked) by simply clicking the Connection name.
Modify the name and scope of a Connection by using the Edit button displayed upon hovering over the Connection.

Revoke and delete Connections by using the respective options displayed upon hovering over the Connection.

Technicians can set up, use, edit, and delete Connections created by other technicians and view the code snippet as well.

You cannot delete a Connection currently being used in a custom function.

When you update a Connection's scope, the Connection will automatically be revoked. You must re-authenticate to use the Connection.

Deleting a technician will revoke the connections authorized by that technician.

Learn about setting up Connections for custom services here.