Regarding Automated Workflow for Onboarding
Triggers for workflow execution
The workflow runs under the following triggers:
- When a User Profile is added with “Active” status
- When a User Profile with “Initiated” status is updated to “Active” status
- When a User Profile's “Start Date” is today
- When a User Profile's "Location", "Department" or "Title" is updated
Actions
The following settings are possible:
- Create account creation task for the app owner
- Automatically creating the app user account upon the trigger being activated
Steps to creating an automated workflow for Onboarding
Step 1: Select Workflows and click New Workflow.
Step 2: Click Create Workflow from Automate Onboarding.
Step 3: Select Trigger on which the workflow will be executed.
Step 4: Select apps for which you wish to create an account and click on Next
Step 5: (Optional)On the Condition screen, you can set conditions such as department, role, or employment category. If no conditions are required, please click “Skip” in the bottom right corner.
Step 6: Next, configure one or more actions to be executed when the workflow conditions are met based on the response received by the user. You can choose to:
- Add user app accounts
- Create JIRA Ticket
- Send an email to the recipient
- Create HTTP Request
Step 8: Once all actions are configured, click Next to proceed.
Step 9: Click Save Workflow to save this workflow. The workflow is enabled by default; however, you may disable it in this step.
Step 10: The newly created workflow is displayed on the Workflow screen, from where you can view workflow run history, edit, or delete a workflow.