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Design Component Palette

Introduction

The design component palette is one of the two types of component palettes. (The other type is the script component palette.)

The design component palette is displayed next to the design canvas and provides access to create endpoints using connectors in its Connectivity tab:

For definitions and an annotated diagram identifying connectivity resources, see Connectivity in Cloud Studio Terminology.

Collapsing and Expanding

To collapse the component palette to provide for more screen real estate on the design canvas, click the collapse icon in the top right:

To expand the component palette, click the Connectivity tab icon:

Searching

You can search to limit the connectivity resources displayed in the palette. To search within the Connectivity tab, use the search box to enter a single keyword or keyword string:

To clear the search, click the remove icon .

Categories

The Connectivity tab is organized into two categories described below: Endpoints and Connectors. Connectors is described first, as you use connectors to create endpoints.

Each category can be collapsed or expanded using the disclosure triangles .

Connectors

A connector provides the interface for entering user-provided input such as credentials to create a connection. The Connectors category shows the available connectors.

All connectors are able to be used with Private Agents. Connectors that are not available to be used on Cloud Agents are indicated by the presence of a Private Agent icon on the connector.

To open the configuration screen for a connection, click a connector:

For configuration details, see the documentation for the endpoint connection under Connectors.

Endpoints

An endpoint refers to a specific connection and its activities. The Endpoints category shows the connections.

To select a connection and reveal its activity types, click the connection:

A selected connection is displayed with a white and purple border. The activity types are displayed below the connection:

Select connectors, such as the Salesforce Events (Beta) connector, have certain activities that are designated as listener activities, as indicated by the presence of green listener icon . For more information, see View or Enable/Disable Listeners in the Management Console Projects page.

To position your cursor for renaming a connection, click the connection name or click an already selected connection.

To create an instance of an activity that can be configured, drag an activity type to the design canvas or copy the activity type and paste it on the design canvas (see Creating an Activity Instance in Component Reuse). For configuration details, see the documentation for the endpoint activity under Connectors.

The actions menu for connections is described in the next section, Actions Menus.

Actions Menus

To open a menu of actions to take on a connection or activity type, do one of these:

  • Right-click the connection or activity type.
  • Hover over the connection or activity type, and then click the actions menu icon .

Connection Actions Menu

A connection's actions menu includes these actions:

Menu Item Description

View/Edit opens the configuration screen for the connection (see documentation on the specific endpoint connection under Connectors).

Test tests the connection. This action is the same as clicking the Test button available in a connection configuration screen (see documentation on the specific endpoint connection under Connectors).

Duplicate creates a new, unreferenced connection using the same configuration as the original connection (see Component Reuse).

Delete permanently deletes the connection (see Component Dependencies, Deletion, and Removal).

Activity Type Actions Menu

An activity type's actions menu includes this action:

Menu Item Description

Copy places a copy of the activity type on your clipboard to be used to create an activity instance (see Component Reuse).