Creating workflows for SAP Concur users

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You'll get visibility of your SAP Concur users by creating configurable workflows to automate tasks such as retrieving user information.

Before you start

Before you can create the integration with Oomnitza, you need to have added your SAP Concur credentials to Oomnitza.

We recommend that you also create an extended integration for SAP Concur users. You can use the information retrieved in these integrations to trigger workflows.

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 SAP Concur in the search field. 
6. Select the SAP Concur Get User Details preset. The SAP Concur Get User Details preset retrieves a unique user, by User ID.
7. To choose the preset, click the forward arrow (>).
8. Select the credentials that you created in Adding your SAP Concur credentials to Oomnitza.
9. Select Advanced Mode.
10. Select the Information tab. Ensure that the property {{concur_user_id}}, exists in Oomnitza and is 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 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.

Mapping the SAP Concur Get User Details response

For further information, see SAP Concur Docs: Retrieve a User’s Identity Profile

Reference articles for workflows

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