Creating workflows for DriveLock users

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

• • Managing user groups, including creating, getting, and deleting groups.
  • Getting users.
  • Resetting a user's password

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Before you start

Creating workflows

Create user workflows

Before you start

Before you can create the integration with Oomnitza, you need to have completed the following steps:

1. Added your DriveLock credentials to Oomnitza
2. Created an extended integration for DriveLock users. 

Creating workflows

Create user workflows

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

1. Click Configuration > Workflows 
2. Click Add (+) and select People from the list.
3. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email 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. 
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter DriveLock in the search field. 
6. Select a preset from the list below. To choose a preset, click the forward arrow (>).
   
   • DriveLock Activate Account. Activates an account.
   • DriveLock Create Group. Creates a group.
   • DriveLock Delete Group. Deletes a group, by Group ID.
   • DriveLock Get Groups. Gets a group, by Group ID.
   • DriveLock Get User. Gets a user, by User ID. The User ID is referenced in the Advanced Mode > Information tab in the property{{DriveLock_User_Id}}
   • DriveLock Get User Groups. Gets a list of user groups.
   • DriveLock Reset Password. Resets a user password.
7. Select the credentials that you created in Adding your DriveLock credentials to Oomnitza.
8. Your Subdomain should be derived from the variable you set in Adding your DriveLock subdomain as a global variable.
   
9. Enter any mandatory information when prompted.
10. Select Advanced Mode.
11. Select 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 parse the JSON response values to custom Oomnitza fields, as per the example below.
12. Connect the Blocks. 
13. Save, validate, and activate your workflow.

Reference articles for workflows

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