Creating workflows for Degreed users

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You'll get visibility of your Degreed users by creating configurable workflows to automate tasks such as:

• • Retrieving detailed user information, including user opportunities, groups, and skill ratings
  • Onboarding and offboarding users
  • Retrieving SaaS user roles
  • Managing a user status, and logging out users as part of an offboarding workflow.

Before you start

 Creating workflows

Create user workflows

Degreed Update User

Degreed Disable Login for User

Degreed Create New User

Degreed Get Opportunities for User

Degreed Get User Groups

Degreed Get Skill Ratings for a User

Degreed Get User by ID

Degreed Delete User

Create SaaS user workflows

Before you start

Before you create workflows, you need to add your Degreed credentials to Oomnitza. Follow the steps in Adding your Degreed credentials to Oomnitza.

We would also recommend that you set the Degreed Domain as a global variable.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows.
2. Click Add (+).
3. Use search to find and select the Users object.
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter Degreed in the search field. 
6. Select a preset:
   • Degreed Update User
   • Degreed Disable Login for User
   • Degreed Create New User
   • Degreed Get Opportunities for User
   • Degreed Get User Groups
   • Degreed Get Skill Ratings for a User
   • Degreed Get User by ID
   • Degreed Delete User
7. Enter the credentials you created in Adding your Degreed credentials to Oomnitza.
8. Your Degreed Domain is derived from the global variable you created in Adding Degreed global variables.
9. Select Advanced Mode.
10. Select the Information tab. Review and ensure that the properties referenced in this location, such as {{degreed_user_id}}, exists in Oomnitza and are populated with information before you run this workflow. You can create a user integration to retrieve this information before you run this workflow.
11. Select the Headers tab. For Global Admin Tool Organizations, you need to place X-Degreed-Organization-Code in the header followed by your Organization ID (refer to the example below). Contact your Degreed technical partner if you are unsure what your organization code is.
12. Select the Response tab. You can access the complete response by inserting {{response}} in the Response field, and then selecting the Oomnitza field or variable that you want to map to. See Mapping positive and negative responses.
13. Click Save and connect the blocks
14. Edit the Begin block.
    1. From the Actions dropdown, select when your workflow is triggered. You can trigger workflows to run when a new record is added and when a record is edited or archived. You can also configure the schedule to run at a specific time by selecting Schedule.
    2. Optional. In the Rule criteria section, you can add a rule to trigger the workflow. For example, the Status is set to Active, or the Email address is [e-mail].
15. Validate the workflow and Activate it so that the workflow is live in your system.

Fig: For Global Admin Tool Organizations place your Organization Code in the Header. Global Admin Tool Organization tool workflows are necessary if the user you want to create or modify is in a Tenant Organization. 

Fig: Mapping the Get User response in the Response tab

Using the Degreed Update User preset

The Update User preset enables you to update a Degreed user, by User ID. 

The user to be deleted is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

The user email is referenced in the Advanced Mode > Body tab in the property{{email}}.

This preset uses the users:write scope. For further information, refer to the Degreed API Documentation: Update a Specific User

Note
This API does not support theX-Degreed-Organization-Codeheader.

Using the Degreed Disable Login for User preset

The Disable Login for User preset can be used to block a user and prevent them from logging into the Degreed system. Select the Login Disabled checkbox to disable the user.

The user to be disabled is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

This preset uses the users:write scope. For further information, refer to the Degreed API Documentation: Update a Specific User

Note
This API does not support theX-Degreed-Organization-Codeheader.

Using the Degreed Create New User preset

The Create New User preset creates a new user in the Degreed system.

To refer to existing Oomnitza fields rather than entering the information manually, enter the field names in curly brackets, for example {{degreed_employee_id}}{{email}}

Valid values for the Permission Role areAdmin,LearningProfessional,Manager, or Member.

Valid values for the Profile Visibility areUseOrganizationDefault,Everyone,Organization, orPrivate.

This preset uses the users:write scope.

For Global Admin Tool Organizations, if the user is to be created in a Tenant Organization, enter the Organization code in Advanced Mode > Headers.

Did you know?
You can add additional user fields in the Advanced Mode > Body tab. For further information, refer to the Degreed API Documentation: Create a New User

Using the Degreed Get Opportunities for User preset

The Get Opportunities for User preset retrieves all opportunities for the specified user, by User ID.

The User ID is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

This preset uses the users:read,users:write,opportunities:readoropportunities:writescope.

For further information, refer to the Degreed API Documentation: Get Opportunities for a Specific User

Using the Degreed Get User Groups preset

The Get User Groups preset retrieves all groups for a specific user, by User ID.

The User ID is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

This preset uses the users:read,users:write,groups:readorgroups:writescope. For further information, refer to the Degreed API Documentation: Get Groups for a Specific User

Using the Degreed Get Skill Ratings for a User preset

The Get Skill Ratings preset retrieves all skill ratings for a specific user, by User ID.

The User ID is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

This preset uses the users:read,users:write,skill_ratings:readorskill_ratings:writescope. For further information, refer to the Degreed API Documentation: Get Skill Ratings for a Specific User

Using the Degreed Get User by ID preset

The Get User by ID preset enables you to fetch a Degreed user, by User ID.

The User ID is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

For Global Admin Tool Organizations, if the user belongs to a Tenant Organization, then theX-Degreed-Organization-Codeheader must be provided.

This preset uses the users:read,users:writescope. 

Did you know?
You can modify the URL in Advanced Mode > Information to fetch users by Email instead of User ID.For further information, refer to the Degreed API Documentation: Get a Specific User

Using the Degreed Delete User preset

The Delete User preset enables you to delete a Degreed user, by User ID.

The User ID is referenced in the Advanced Mode > Information tab in the property{{degreed_user_id}}.

For Global Admin Tool Organizations, if the user belongs to a Tenant Organization, then theX-Degreed-Organization-Codeheader must be provided.

This preset uses the users:writescope. For further information, refer to the Degreed API Documentation: Delete a Specific User

Warning
If successful, this workflow returns a204 No Contentresponse code. Do not map a response in Advanced Mode > Response, as it will cause the content to fail due to no content.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

Creating Saas User workflows

Complete the following steps to configure the SaaS User Role block for Degreed. Configuration of this SaaS User Role block will allow you to capture the Degreed Last Login and Permission Role in Oomnitza.

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the Degreed software entry in the Software > SaaS menu.

To create a Saas User workflow using the Degreed User Role preset, complete the following steps:

1. Click Configuration > Workflows > Saas Users from the menu.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter Degreed in the search field and choose the Degreed User Role preset
8. Click the right arrow >
9. Enter your Credentials.
10. Your Degreed Domain is derived from the global variable you created in Adding Degreed global variables.
11. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Degreed > Users if they are not found in your Degreed instance.
12. Click SAVE.
13. Connect the blocks.
14. Save, validate, and activate your workflow.

To view active Degreed users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for Degreed.
3. Click Users in the side pane.
4. The Last visit and Role column will be populated with the user details to confirm that this user has been found in your Degreed SaaS.

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.