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Using Forms in Workflows
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@iam-sharvari
iam-sharvari committed Jan 25, 2024
1 parent 2b866d5 commit d542bd7
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176 changes: 176 additions & 0 deletions workflows/assign-roles-using-forms/Assign Roles via Form.json
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{
"id": "57e25357-e5d5-4ba0-a6ac-d3bb6520731d",
"name": "Assign Roles",
"description": "Assign Roles",
"owner": {
"type": "IDENTITY",
"id": "bcae0dce3d7f4dac827e7853835882d1"
},
"usedBy": [],
"formInput": [
{
"id": "employeeNumber",
"type": "STRING",
"label": "Employee Number",
"description": "Employee Number"
},
{
"id": "employeeName",
"type": "STRING",
"label": "Employee Name",
"description": "Employee Name"
}
],
"formElements": [
{
"id": "910277720848",
"elementType": "SECTION",
"config": {
"alignment": "LEFT",
"description": "",
"formElements": [
{
"config": {
"default": "",
"description": "",
"helpText": "",
"label": "Employee Number",
"placeholder": "",
"required": false
},
"elementType": "TEXT",
"id": "1545094594991",
"key": "employeeNumber",
"validations": []
},
{
"config": {
"default": "",
"description": "",
"helpText": "",
"label": "Employee Name",
"placeholder": "",
"required": false
},
"elementType": "TEXT",
"id": "521341509460",
"key": "employeeName",
"validations": []
},
{
"config": {
"dataSource": {
"config": {
"objectType": "ROLE"
},
"dataSourceType": "INTERNAL"
},
"forceSelect": true,
"helpText": "Select the roles you wish to assign from the list below",
"label": "Select Roles",
"maximum": 3,
"placeholder": "Role Name",
"required": true
},
"elementType": "SELECT",
"id": "517197279797",
"key": "selectRoles",
"validations": [
{
"validationType": "REQUIRED"
}
]
}
],
"label": "Role Assignment",
"labelStyle": "h2",
"showLabel": true
},
"validations": []
}
],
"formConditions": [
{
"ruleOperator": "AND",
"rules": [
{
"sourceType": "INPUT",
"source": "Employee Number",
"operator": "EM",
"valueType": "STRING",
"value": ""
}
],
"effects": [
{
"effectType": "DISABLE",
"config": {
"element": "521341509460"
}
},
{
"effectType": "DISABLE",
"config": {
"element": "517197279797"
}
}
]
},
{
"ruleOperator": "AND",
"rules": [
{
"sourceType": "INPUT",
"source": "Employee Number",
"operator": "NOT_EM",
"valueType": "STRING",
"value": ""
}
],
"effects": [
{
"effectType": "SET_DEFAULT_VALUE",
"config": {
"defaultValueLabel": "Employee Number",
"element": "1545094594991"
}
},
{
"effectType": "DISABLE",
"config": {
"element": "1545094594991"
}
}
]
},
{
"ruleOperator": "AND",
"rules": [
{
"sourceType": "INPUT",
"source": "Employee Name",
"operator": "NOT_EM",
"valueType": "STRING",
"value": ""
}
],
"effects": [
{
"effectType": "SET_DEFAULT_VALUE",
"config": {
"defaultValueLabel": "Employee Name",
"element": "521341509460"
}
},
{
"effectType": "DISABLE",
"config": {
"element": "521341509460"
}
}
]
}
],
"created": "2023-11-06T10:47:24.875353142Z",
"modified": "2024-01-10T03:14:32.648826623Z"
}
103 changes: 103 additions & 0 deletions workflows/assign-roles-using-forms/AssignRolesviaForms.json
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{
"name": "Assign Roles via Forms",
"description": "Assign Roles to a user via Forms Selection",
"definition": {
"start": "Form",
"steps": {
"End Step — Success": {
"type": "success"
},
"Form": {
"actionId": "sp:forms",
"attributes": {
"deadline": "7d",
"formDefinitionId": "57e25357-e5d5-4ba0-a6ac-d3bb6520731d",
"inputForForm_employeeName.$": "$.trigger.attributes.displayName",
"inputForForm_employeeNumber.$": "$.trigger.attributes.employeeNumber",
"notificationBody": "Hi,<br/><br/>Please use this form to assign additional roles to user - {{$.trigger.attributes.displayName}}. <br/><br/>Regards,<br/>IAM Team",
"notificationSubject": "Action: Role Assignment Required",
"recipient": "bcae0dce3d7f4dac827e7853835882d1",
"reminder": "2d",
"reminderBody": "Hi,<br/><br/>Please use this form to assign additional roles to user - {{$.trigger.attributes.displayName}}. <br/><br/>Regards,<br/>IAM Team"
},
"description": "Form sent to Manager to select Role Assignemnt for user",
"nextStep": "Send Email",
"type": "action",
"versionNumber": 1
},
"Get Identity": {
"actionId": "sp:get-identity",
"attributes": {
"id.$": "$.getListOfIdentities.identities[0].id"
},
"nextStep": "Loop",
"type": "action",
"versionNumber": 2
},
"Get List of Identities": {
"actionId": "sp:get-identities",
"attributes": {
"inputQuery": "attributes.identificationNumber.exact:{{$.form.formData.employeeNumber}}",
"searchBy": "searchQuery"
},
"nextStep": "Get Identity",
"type": "action",
"versionNumber": 2
},
"Loop": {
"actionId": "sp:loop:iterator",
"attributes": {
"context.$": "$.getIdentity",
"input.$": "$.form.formData.selectRoles",
"start": "Manage Access",
"steps": {
"End Step — Success 1": {
"type": "success"
},
"Manage Access": {
"actionId": "sp:access:manage",
"attributes": {
"addIdentities.$": "$.loop.context.id",
"comments": "Providing additional access",
"removeIdentity.$": "$.getIdentity.id",
"requestType": "GRANT_ACCESS",
"requestedItems": [
{
"id": "{{$.loop.loopInput}}",
"type": "ROLE"
}
]
},
"nextStep": "End Step — Success 1",
"type": "action",
"versionNumber": 1
}
}
},
"nextStep": "End Step — Success",
"type": "action",
"versionNumber": 1
},
"Send Email": {
"actionId": "sp:send-email",
"attributes": {
"body": "{{$.form.formData.selectRoles}}",
"context": {},
"recipientEmailList": [
"[email protected]"
],
"subject": "Form Data"
},
"nextStep": "Get List of Identities",
"type": "action",
"versionNumber": 2
}
}
},
"trigger": {
"type": "EVENT",
"attributes": {
"id": "idn:identity-created"
}
}
}
5 changes: 5 additions & 0 deletions workflows/assign-roles-using-forms/README.md
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Assign Roles using Forms

This workflow sends a form to the manager for selecting roles that can/need to be added to a new hire user. Once he submits the form, tho selected roles are provisioned to the user. If there is no approval scheme setup they will be auto approved and provisioned. If there is an approval scheme defined for the roles, an access request will be started and notification will be sent out to the first approver. Once access request is approved, the role will be provisioned.

Please modify the receipient email address in Send Email action in the workflow.
5 changes: 5 additions & 0 deletions workflows/new-hire-additional-info/README.md
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New Hire Additional Info

This workflow sends an onboarding form to the manager for filing in additional info about a new hire. This workflow demonstrates the use of all types pf Form attributes, it's Input and Conditions.

Please modify the Form receipient and the receipent email address in the Send Email action.
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