Database actions

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To connect to a database, use the Open SQL Connection action. This action only requires one input: the connection string. The Connection String field specifies all information that is necessary to connect to a database, such as the driver, the database, server names, and the username and password.

SQL actions require a database connection. When the action connects to a database, it stores the connection into a SQL connection variable. To connect to a database, enter the string manually or as a variable.

The properties window of the open sql connection action

Alternatively, use the connection string wizard:

  1. Select Build connections string to open the Data Link Properties window. The data link tool helps the user compose the required connection string step by step.

  2. Once you access the wizard, select the correct driver for the database under the Provider tab.

    The provider tab of the data link properties window

  3. Next, under the Connection tab, enter the remaining details such as the server name, the username, password, and database name. Select the Test Connection button to test that the connection string connects to a database successfully. Alternatively, copy a ready-made connection string.

    The connection tab of the data link properties window

  4. Specify a connection timeout and additional network settings in the Advanced tab.

    The advanced tab of the data link properties window

Query the database using the Execute SQL Statement action. Under Get connection by select SQL connection variable. In the SQL connection field, specify the already established SQL connection you assigned to the %SQLConnection% variable in the previous action.

Alternatively, the action can connect to the database directly, with the method described in the Open SQL Connection action.

The execute sql statement action properties window

To terminate the connection to the database, use the Close SQL Connection action. The SQL connection variable is required.

The close sql connection action properties window