Switch Connection action is not supported in Microsoft Dynamics and Apttus Omni.

Using the Switch Connection action, you can make your apps automatically disconnect from one org and connect to another while executing an action flow. This is very useful if, you are migrating data between orgs, or need to download and compare data across orgs without requiring a user to manually switch.

When you design your app and add the Switch Connection action to your action flow, your runtime users are prompted at the beginning of the action flow to add the connection information.

To create a Switch Connection action

  1. Click on the arrow beneath the Actions button and select Switch Connections. The Switch Connections Action window opens. 
  2. Type a name in the Action Name field.
    This name displays on the X-Author Designer. For example, this is the name you will see when you design your action flows.
  3. Type a name in the Switch Connection Name.
    This name displays to the runtime user and should be used to prompt the user to enter the correct connection information.
  4. Click Save.

     

You can now add the Switch Connection action to your Action Flows.

Using the Switch Connection Action at Runtime

If an app uses the Switch Connection action, the runtime user will be prompted for connection information when the app starts. If multiple connection changes are required, the runtime user will be prompted for all connection information at one time. 

Enter the connection information in the correct order and click Connect for each connection. When all connections are completed, click Close.