Account Registration Reservation Process
Issues user accounts and adds or removes users from mailing lists and Organizations/Roles on the Workflow platform. Information about a user is entered at the [1. Request for Account] Step, then after approval by the supervisor it is passed to [3. Set accounts]. After that, additions and deletions from the email list, etc. are automatically executed at the specified date and time.
Download
account-registration-reservation-process-20171218-220-en.qar
Only available for Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a settings error will occur
- Make the necessary settings in edit mode
- Configure HTTP Authentication Settings respectively for Questetra and Google
- Make the necessary settings in edit mode
- For practical use, please change the fixed values that have been set
- Choice IDs and Display Labels in Select-type Data Items of “GoogleGroup to add to” and “GoogleGroup to delete from”
- Set the target email address for each
- Choice IDs and Display Labels in Select-type Data Items of “QuestetraOrg to add to”, “QuestetraOrg to delete from”,”QuestetraRole to add to”, and “QuestetraRole to delete from”
- While referring to [System Settings] > [Organization List/Role List], set the “Organization Name/Role Name” to the display label, and the number part of “Organization ID/Role ID” to the Choice ID (e.g.: 3 of g3)
- Choice IDs and Display Labels in Select-type Data Items of “GoogleGroup to add to” and “GoogleGroup to delete from”
See also
- Scenario: Episode 566: Reserving Revision of Membership Information due to Personnel Change
- Settings Required When Importing an Archive
- Manual: M223: Automatically Sleep for a Specified Period During A Process
- Manual: M224: Auto Sending of Email with Business Data Inserted
- Manual: M303: Add [Organization] Units to Group User Accounts
- Manual: M304: Add [Role] Units to Group User Accounts
- Manual: M415: Adding an Auto-Step to be Used in a Business Process Definition
- Reference: R2240: Available Items for Specifying Address (To/Cc/Bcc)
- Reference: R2272: Output of Strings via EL syntax
- Reference: R3030: Organization Properties
- Reference: R3031: Examples of an Organizational Tree
- Reference: R3032: Formats for CSV Bulk Addition (Organization)
- Reference: R3040: Formats for CSV Bulk Addition (Role)
- Blog: Let’s Send an Email Automatically in the Middle of a Workflow (Basic chapter)