KurtD.63202 (Customer) asked a question.
Workflow - Contractor Expiry Notification - Modification request
I’m working with the Okta Workflow template “Contractor Expiry Notification” and need some modifications to better suit our needs. The template functions correctly, but currently, it sends an email to a fixed address.
I’d like to adjust it so that it:
- Checks if a user’s role is Contractor
- Verifies if the account will expire in 90, 60, 30, 15, or 1 day
- Sends an email notification to the user’s manager instead of a fixed address
Would you be able to assist with modifying the existing template? Your help would be greatly appreciated!
Thanks in advance.
@KurtD.63202 (Customer) -- If you have your first 2 bullets handled the third bullet that you want to "change" the behavior of would just require you to pull the attribute that identifies the manager. If this is already an email you can just use it directly OR lets say it was a employee ID value you could then Search for that value and return the user then pull their email address.
Here is a quick example of what I mean. The "Assign" card is just representing having the user's ID somewhere to the left of the Send Email.
Read User to pull the managerId (I populate this as an email in my environment since it is also used by Okta Identity Governance in this format). I then pass the email into a List Construct and set the output to "List of Text". Finally, the output of the list Construct is passed into the Email that requires a list of text (email addresses).