I have a connected system that needs to be manually clicked in order for it to get a token. Once you press the "Authorize" button, it somehow saves the token in Appian and then you can call an integration. Can that same functionality be replicated in a Process Model? What needs to happen for the integration to get that token in the PM? Or is there a way to get the token in a PM?
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That is not possible. At least not easily or out-of-the-box. This type of authentication requires the user to interact.
So the Connected System has to be always "Authorized" manually? Is this correct?
here2learn
As Stefan said, it needs user interaction to get a token. You can create a user input task in the process model where the individual user can authorize their session and generate a token, Below links might be useful:
docs.appian.com/.../authorization_link_component.htmldocs.appian.com/.../setting_up_an_oauth_connected_system.html
On the other hand, if you don't want the user interaction, then you can try changing the connected system to work based on OAuth 2.0: Client Credentials Grant.
Selvakumar Kumarasamy that's how I have my Connected System setup. How does that help with not having to get the token manually? I still have to press the Authorize button and then add it to the integration, can you explain further please? I saw the article as well on OAuth 2.0: Client Credentials Grant and doesn't explain how to utilize it in a PM, do I get the Token endpoint into a variable in a PM?
here2learn said:I still have to press the Authorize button
For a connected system that uses the OAuth 2.0 Authorization code, user interaction is absolutely necessary. We cannot bypass it & that's where I recommended using the authorization link component to make the user authorize.
The OAuth lesson in this academy course explains all bout it - academy.appian.com/
My other suggestion to use the Client Credential grant method is more of a kind of system-to-system communication that requires no user interaction. We just have to create a connected system of this type and use it inside an integration. Then we can call the integration at the required places - Appian will automatically generate tokens for the API calls.
No I meant, I have my Connected System with the "Client Credentials Grant", but I was under the impression that you had to click the "Authorize" button first. I set it up again without clicking the "Authorize" button in the Connected system and went to the integration to "Test Request" and it worked! So that was the issue for me, that I thought I had to click the Connected System first with the Client Credentials Grant. In theory then, when calling this integration in the PM (with CC Grant), there would be no manual authorization. Thank you Selvakumar Kumarasamy for your help in clarifying this for me, much appreciated.