Set Up a Solution's Connections

Read the solution’s README first

The README tab is the install page’s first tab. It carries the solution author’s setup notes — which integrations to connect, what each config value is for, and any one-time steps.

1. Open the install from Solutions and stay on the README tab.

2. Follow the author’s instructions before opening the Setup wizard.

Note

The README is owned by the source for a git-connected install and is refreshed on every pull. You can only edit it directly on a disconnected install.

Check the Setup Required signal

An install shows a Setup Required indicator on the install page whenever a required config value is unset or a declared integration does not yet exist. The install still completes — unmet connection and config needs are flagged, not blocking.

1. Open the install. A Setup Required warning and a Continue Setup button appear when anything is unmet.

2. Click Continue Setup to launch the Setup wizard.

Satisfy needs in the Setup wizard

The wizard lists every declared requirement paired with whether it is satisfied. Two kinds appear:

• Config — a config value the solution reads. Required configs gate completion.
• Connection — an integration the solution calls via integrations.get("..."). The need is satisfied once an integration with that name exists.

1. Open the wizard from Continue Setup. Each unmet item is shown with its key, type, and the author’s description.

2. For each unset config item, enter the value. Required items are marked; setup is not complete until every required config is set.

3. For each connection item, create or connect the named integration in Settings → Integrations, then return to the wizard — the item flips to satisfied once the integration exists.

4. When every required config is set and every declared integration exists, the wizard reports setup complete and the Setup Required signal clears.

Caution

OAuth is warn-only. A connection item is satisfied as soon as the named integration exists — even if no OAuth token is connected yet. The wizard flags a missing token, but it never blocks setup completion. Finish the OAuth flow for any integration that needs one, or the solution’s workflows will fail at runtime.

Updating connections later

Solution-managed entities are read-only in the target environment. You set config values and connect integrations through the Setup wizard and Settings → Integrations — those are install-owned. The declarations themselves (which integrations and configs the solution requires) change only when the author re-deploys or the install auto-pulls a new version.

Tip

For authors: connection and config needs are not declared by hand. bifrost solution capture and bifrost solution deploy statically scan workflow source for integrations.get("...") and config reads, serialize secret-scrubbed declarations into the bundle, and pre-create empty integration shells on deploy. That is what the operator’s Setup wizard reads back.