00u1xi1avoOTiz2qD0i1.5301976408872715E12 (Customer) asked a question.
Emailing profile data from Workflows in a TABLE format
Im looking for a way of using Workflows to send out an email (via the gmail connector) that has columns based on Okta profile data and a row for each relevant user.
We use a custom profile field to store the 'end date' of an worker.
Id like to build a workflow which searches for all users due to expire on a certain date and then email out a list with certain profile data in table format (attached).
Has anyone done this? Is it possible to format data in a table?
Thanks
EXAMPLE OF DESIRED OUTPUT >>
The following users are set to expire on <date>
@00u1xi1avoOTiz2qD0i1.5301976408872715E12 (Customer) -- If you are just wanting to send out a CSV as an attachment that is easy enough. You could just build a table in Workflows then export/attach it to an email.
If you are looking to embed a table in the body of an email that is quite a bit more complex as you will need to build out the HTML.
I've attached a flopack that I built out of a proof of concept a couple of years ago. The process should still be essentially the same. You can use the "Sample data" flows to build out some generic data then see how the table embedding flow functions.
Note: This is provided as is. The intended purpose is to show a concept. Okta Workflows Support doesn't provide fully scoped out, built, tested custom flows for environments. This would be a function of Professional Services.
emailHtmlTableV1
We did it exactly as mentioned by @TimL.58332 (Workflows) and it works well. We sent all Okta users to our HR in order to verify that all employees are valid on a monthly basis.
Thanks, Tim, for coming back so quickly on this .. and with the sample flow.
Please give us some time to review and Ill hopefully post back with a sucsess story.
It is a HTML embedded table in the email we are looking for, not the attached csv.
Give us some time and we will share our experience.
Also thanks to Stephan for the input.
Power to the collabourative nature of this forum .. awesome!