Creating workflows for Lattice users

Let Oomnitza be your single source of truth!

Connect Oomnitza and Lattice in minutes

Save time by automating common tasks, and creating configurable workflows that enable you to retrieve detailed employee reports, including employee tasks, management, direct report, department, role, and status.

Before you start

Before you create user workflows, you need to have added your Lattice credentials to Oomnitza.

Creating workflows

Create user workflows

To create a user workflow, complete these steps:  

1. Click Configuration > Workflows 
2. Click Add (+) and select People from the list.
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter Lattice in the search field. 
5. Select a preset:
   • Lattice Get User Details
6. To choose a preset, click the forward arrow (>).
7. Configure the API Block following the preset instructions below, and save your changes.
8. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and set the Email to Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
9. Connect the Blocks. 
10. Save, validate, and activate your workflow.

Using the Get User Details preset

The Get User Details preset enables you to retrieve a single user by their Lattice User ID. When you select this preset you need to supply the Lattice credentials that you created in Adding your Lattice credentials to Oomnitza. You can configure the message payload by selecting Advanced Mode.

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Information tab. You will notice that the Lattice User ID is referenced in the property {{lattice_user_id}}. You can map the User ID to this field by creating a user integration and following the mapping steps in Creating custom mappings, otherwise you can enter the User ID instead.
3. In the Response tab, you can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then map individual JSON values to custom fields, as per the example below. For further information, refer to Creating custom fields.

For further information, refer to Lattice API Documentation: Find a user.

Reference articles for workflows

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