Connections
Entity Connections
Connections allow you to link entities together across the platform, creating relationships between workflows, products, suppliers, and other data.
Overview
Connections are template-defined links between platform entities. They enable workflows and other records to reference related data without duplicating information.
Available Connection Types
The platform supports connections to these entity types:
| Connection Type | Description |
|---|---|
| Product | Links to product records in your catalog |
| Supplier | Links to supplier/vendor records |
| Factory | Links to factory/manufacturing facility records |
| TechnicalFolder | Links to technical documentation folders |
| Booking | Links to booking/order records |
| PurchaseOrder | Links to purchase order records |
| TestingLab | Links to testing laboratory records |
| User | Links to platform user records |
| Technician | Links to technician/inspector records |
| File | Links to uploaded files |
| Standard | Links to standard/specification records |
Template-Defined: Available connection types are configured in workflow templates. Not all connection types may be available for every workflow or entity. Contact your administrator to modify available connections.
How Connections Work
Connections are stored as JSON data within the parent entity. Each connection records:
- Who added the connection (user)
- What entity type and ID is linked
- When the connection was created
- Identifier for display purposes
Adding Connections
Connections can be added through:
- Entity pickers in forms - select related records when creating/editing
- Connection actions - add connections to existing records
- Automations - connections added automatically by workflow rules
Connection Scope
Connections can exist at multiple levels:
- Workflow Process level - connections that apply to the entire workflow
- Step level - connections specific to individual workflow steps