Set Up Integration Configurations

Configs allow you to define properties and values that you can reuse across flows. When setting up your integration, create these configs in the integration builder, then add and map them to flows. Use config keys when writing flow steps to reference their predefined values.

Add integration configs

1. Open the integration where you want to add a config, and go to the Configuration page.

2. Select Add Configuration and fill in the fields:

• Key: Required. The name of the config that authors will enter in the flow fields:  flow.config.key  
  This value will be converted to camelCase before being saved.
  Example: flow.config.projectSightPortfolioId 

• Title: The name of the config in plain English.

• Description: Additional details about the config explaining what it is used for.

• Required: Select this checkbox if you want to require a user to enter a value. 

• Type: Identify the data type. Choose from: text, multiple text items, decimal, multiple decimals, integer, multiple integers, or true or false.

• Default: Enter the default value for this config. When you add the config key to a flow, this value will auto populate in the field.

• Validation: Enter a Regular Expression (RegEx) that the input must match. 

• Options: Enter a different value per line that a user can choose from. If provided, the user will be able to select one of the provided options instead of freely typing in any value.

Note: After saving a config, you cannot change the Key or Type.

3. Select Save.

You will be able to use this config in your integration and in flows in any workspaces synced with that integration definition. 

For information about flow configs, see Use Configs in Flows.

Edit an integration config

1. Open the integration where you want to add a config, and go to the Configuration page.

Note: Make all config edits from the Configuration page within the integration builder.

2. Select the config you want to edit and update the fields. For a list of the edits and changes you can make to configs, see Manage Configs.

3. Select Save. 

Delete a config

A config can only be deleted as long as it is not mapped to any flow configs. 

1. Remove that config from all flows it is mapped to. See Unmap Flow Configs.

2. On the Configuration page of the integration, select the config you want to remove.

3. Select Delete, and confirm your deletion.

Note: If an integration config is mapped to any flow configs, you will not be able to delete it until you remove all mappings.

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