Save Deactivated Users, Export as CSV, and Email in Okta Workflows
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Overview
This article will cover how to save and export deactivated users into a CSV file and email the file via Okta Workflows.
The solution has two flows:
- Flow 1: Save the deactivated users into a Workflows table.
- Flow 2: Export data from a table as a CSV file and email it.
Solution
Save deactivated users into a Workflows table
The first flow runs when a user is deactivated and saves the user information into a table.
Save deactivated users in a table.
Flow steps
The flow has the following steps.
Run when a user is deactivated
The Okta – User Deactivated event runs the flow.
Read user information
The Okta – User Deactivated event provides minimal information about the user. The flow uses the Okta – Read User card to obtain additional information about the user.
Save user information into a table
The Tables – Create Row card saves user information into a table.
The table looks like this:
Export to a CSV file and email
The second flow runs daily, exports the users to a CSV file, and emails the file.
Export users to a CSV file and email the file.
Flow steps
The flow has the following steps.
Run on schedule
The Okta – Scheduled Flow card runs the flow on schedule, for instance, daily or weekly.
Export to CSV
The Tables – Export to CSV card exports table data to a CSV file. The card configures which columns to export.
Get today’s date
You want to include the date the flow ran in the email. The Date & Time – Now card returns the current time.
Convert today’s date
The Date & Time – Convert card converts the time to a specified time zone.
Create email
The Text – Compose card sets the email subject and body.
Send email
The Gmail – Send Email with Attachment sends an email with the attached file.
Result
When the flow runs, it sends the following email:
Email with attachment.
Related References
- How to Export Group Membership to a CSV File and Email the File in Workflows
- How to Send an Email with an Attachment from Workflows
- How to Remove a User from Google Groups When the User Is Deactivated in Workflows
