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docs(custom-connector): step by step guide on how to create a custom connector based on the rest connector #5202

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@mathias-vandaele mathias-vandaele commented Mar 10, 2025

Description

Provides a step by step guide on how to create a custom connector based on the REST connector

When should this change go live?

ASAP

  • This is a bug fix, security concern, or something that needs urgent release support. (add bug or support label)
  • This is already available but undocumented and should be released within a week. (add available & undocumented label)
  • This is on a specific schedule and the assignee will coordinate a release with the DevEx team. (create draft PR and/or add hold label)
  • This is part of a scheduled alpha or minor. (add alpha or minor label)
  • There is no urgency with this change (add low prio label)

PR Checklist

  • My changes are for an upcoming minor release and:
    • are in the /docs directory (version 8.8).
    • are in the /versioned_docs/version-8.7/ directory (version 8.7).
  • My changes are for an already released minor and are in a /versioned_docs directory.

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👋 🤖 🤔 Hello, @mathias-vandaele! Did you make your changes in all the right places?

These files were changed only in docs/. You might want to duplicate these changes in versioned_docs/version-8.6/.

  • docs/components/connectors/custom-built-connectors/create-connector-from-rest.md
  • docs/components/connectors/custom-built-connectors/img/custom-add-new-properties.png
  • docs/components/connectors/custom-built-connectors/img/custom-create-new-group.png
  • docs/components/connectors/custom-built-connectors/img/custom-hide-authentication.png
  • docs/components/connectors/custom-built-connectors/img/custom-hide-properties.png
  • docs/components/connectors/custom-built-connectors/img/custom-rest-connector.png
  • docs/components/connectors/custom-built-connectors/img/custom-save-as-template.png
  • docs/components/connectors/custom-built-connectors/img/custom-save-as.png
  • docs/components/connectors/custom-built-connectors/img/custom-swapi-connector.png
These files were changed only in docs/. You might want to duplicate these changes in versioned_docs/version-8.7/.
  • docs/components/connectors/custom-built-connectors/create-connector-from-rest.md
  • docs/components/connectors/custom-built-connectors/img/custom-add-new-properties.png
  • docs/components/connectors/custom-built-connectors/img/custom-create-new-group.png
  • docs/components/connectors/custom-built-connectors/img/custom-hide-authentication.png
  • docs/components/connectors/custom-built-connectors/img/custom-hide-properties.png
  • docs/components/connectors/custom-built-connectors/img/custom-rest-connector.png
  • docs/components/connectors/custom-built-connectors/img/custom-save-as-template.png
  • docs/components/connectors/custom-built-connectors/img/custom-save-as.png
  • docs/components/connectors/custom-built-connectors/img/custom-swapi-connector.png

You may have done this intentionally, but we wanted to point it out in case you didn't. You can read more about the versioning within our docs in our documentation guidelines.

- **Icon**: Optionally, upload a custom icon with supported formats: SVG, PNG, and JPEG.
3. Click `Create Template` to save the new connector template.

## Step 4: Customize the New Connector Using the Element Template Editor
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🚫 [vale] reported by reviewdog 🐶
[all.glossary] Inconsistent spelling detected. Use Element template instead of Element Template. Review the WCoE glossary - https://confluence.camunda.com/x/b5RZBw .

@@ -0,0 +1,97 @@

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[prettier] reported by reviewdog 🐶

Suggested change

Comment on lines +9 to +10
- Click `New Diagram`.
- Name your diagram and click `Create`.
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[prettier] reported by reviewdog 🐶

Suggested change
- Click `New Diagram`.
- Name your diagram and click `Create`.
- Click `New Diagram`.
- Name your diagram and click `Create`.

Comment on lines +16 to +17
- Click on the task element.
- Select the wrench icon to change the element type and choose `REST Outbound Connector` from the Connectors section.
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[prettier] reported by reviewdog 🐶

Suggested change
- Click on the task element.
- Select the wrench icon to change the element type and choose `REST Outbound Connector` from the Connectors section.
- Click on the task element.
- Select the wrench icon to change the element type and choose `REST Outbound Connector` from the Connectors section.

- Click on the task element.
- Select the wrench icon to change the element type and choose `REST Outbound Connector` from the Connectors section.
3. Configure the REST Connector:
- In the properties panel, fill out the required fields such as Authentication URL, HTTP method, and any headers or payload needed for the API request.
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[prettier] reported by reviewdog 🐶

Suggested change
- In the properties panel, fill out the required fields such as Authentication URL, HTTP method, and any headers or payload needed for the API request.
- In the properties panel, fill out the required fields such as Authentication URL, HTTP method, and any headers or payload needed for the API request.

## Step 3: Save the REST Connector as a New Connector Template

1. With the REST Connector task selected, open the element template editor:
- Click the `Save as Template` button.
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[prettier] reported by reviewdog 🐶

Suggested change
- Click the `Save as Template` button.
- Click the `Save as Template` button.

Comment on lines +79 to +81
- Set `resource` as a `Dropdown`.
- Set `index` as a `String`.
![img.png](img/custom-add-new-properties.png)
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[prettier] reported by reviewdog 🐶

Suggested change
- Set `resource` as a `Dropdown`.
- Set `index` as a `String`.
![img.png](img/custom-add-new-properties.png)
- Set `resource` as a `Dropdown`.
- Set `index` as a `String`.
![img.png](img/custom-add-new-properties.png)

![img.png](img/custom-add-new-properties.png)

8. **Add an Icon**
- Enhance your connector's visual appeal by adding an appropriate icon.
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[prettier] reported by reviewdog 🐶

Suggested change
- Enhance your connector's visual appeal by adding an appropriate icon.
- Enhance your connector's visual appeal by adding an appropriate icon.

![img.png](img/custom-add-icon.png)

9. **Publish the Connector**
- Once all configurations are complete, click on `Publish` to make your connector available for use.
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[prettier] reported by reviewdog 🐶

Suggested change
- Once all configurations are complete, click on `Publish` to make your connector available for use.
- Once all configurations are complete, click on `Publish` to make your connector available for use.

![img.png](img/custom-publish-connector.png)

10. **Access Your New SWAPI Connector**
- The newly published SWAPI connector is now ready for use in your BPMN workflows.
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[prettier] reported by reviewdog 🐶

Suggested change
- The newly published SWAPI connector is now ready for use in your BPMN workflows.
- The newly published SWAPI connector is now ready for use in your BPMN workflows.


## Conclusion

By following these detailed steps, you have successfully created a reusable connector template based on the REST connector. This template streamlines interactions with the specified REST API and ensures consistency and standardization across different BPMN workflows. Enjoy integrating the power of the Star Wars API into your business processes!
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[prettier] reported by reviewdog 🐶

Suggested change
By following these detailed steps, you have successfully created a reusable connector template based on the REST connector. This template streamlines interactions with the specified REST API and ensures consistency and standardization across different BPMN workflows. Enjoy integrating the power of the Star Wars API into your business processes!
By following these detailed steps, you have successfully created a reusable connector template based on the REST connector. This template streamlines interactions with the specified REST API and ensures consistency and standardization across different BPMN workflows. Enjoy integrating the power of the Star Wars API into your business processes!

@akeller akeller added available & undocumented This is already available but undocumented and should be released within a week. component:connectors Issues related to the connectors project. labels Mar 10, 2025
@akeller akeller requested review from sbuettner and a team March 10, 2025 15:54
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akeller commented Mar 10, 2025

@mathias-vandaele, this is currently only changing the 8.8 docs. Do you also mean to change 8.7 and 8.6? I ask because you mention this is available but undocumented. What versions can you use it in?

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mathias-vandaele commented Mar 10, 2025

@mathias-vandaele, this is currently only changing the 8.8 docs. Do you also mean to change 8.7 and 8.6? I ask because you mention this is available but undocumented. What versions can you use it in?

@akeller Yes It should also be added for 8.6 and 8.7, I would like to know if that is the right place to include it, I was messaging @mesellings about it

I will add it to 8.6 and 8.7, could you confirm this documentation has been added to the right section ?

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@mathias-vandaele I'll take a look at this for you as discussed 👍

@mesellings mesellings requested review from mesellings and removed request for a team March 10, 2025 16:22
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