- Create Workflow and Save Action Sets
- Saved Action Sets and Event Workflow
- Related Posts
GAT Flow allows Google Workspace Admins to take actions on the users on their domain in bulk. They can also automate user onboarding with this tool by creating and running the workflow and saving the action set to be used in the future.
Create Workflow and Save Action Sets #
An Admin can use Create workflow feature and create a new user(s), then set the jobs required to run during the onboarding process.
Step 1: Create workflow #
To onboard a new user(s) navigate to Flow-> Create workflow, fill in the title and set the type to Onboarding, then click on Next.
Next, fill in all necessary fields in the Create a user window.
For a large number of users, Admin can add the information separately or upload the user details from a spreadsheet.
When ready, click on Proceed to actions.
Next, choose actions that must run during the onboarding process.
When ready, Send approval request.
The request is sent to the Security Officer.
Step 2: Save action sets #
To search for the existing workflow, navigate to Workflow, find a previously created workflow whose action set is to be copied (or search via name set), then click on the ‘eye’ icon to see further details.
Click on Save as action set after reviewing the details.
That set of actions can be used for the next onboarding process if applicable.
The saved action set can be used in the new workflow by clicking on Add actions set.
Previously set actions are automatically included in the workflow.
Saved Action Sets and Event Workflow #
GAT Flow also provides an alternative method to speed up the new user(s) onboarding process. It consists of two steps:
- Saved Action sets
- Event Workflow
In this method, the admin first creates and saves a set of actions for onboarding new users. Then, they create an Event triggered workflow where the saved set of actions will be used. This 2 step process will help Admins to automate onboarding in any organization including schools or colleges.
Step 1: Saved action sets – Modify #
To create a new set of actions that can be used for further workflows, navigate to GAT Flow -> Saved action sets -> Create action set
On the next window, enter the actions set name, select the type of the workflow: MODIFY, and if applicable, switch on the following options ‘Conditional flow’, ‘Validated’.
- The conditional flow option allows the creation of the workflow based on the conditions that need to be met to run the jobs
- The validated option allows choosing whether all mandatory fields need to be filled in right away in the workflow, or they can be left empty and be filled in at a later stage during the workflow creation – depending on the business/project needs
When the name and type of the workflow are filled in, select the ‘plus’ button on the left-hand side of the graph to Add action. Continue adding as many new actions as necessary to be executed on onboarded users in your organization, and once all is set up, click on Save. A new Action set is created and ready to be used.
An Admin can set up the conditional flow based on the requirements set in the workflow, as per an example below:
There are several predefined conditions that can be used, such as:
- The Advanced option allows setting complex condition that contains several rules, as shown below in the Advanced condition editor. Once applied, several specified conditions need to be met to trigger the job(s) set.
- Group, Org. unit, Active, Suspended, Archived, Cost center, Department, Manager, Title, Building ID
- Custom Attribute
How the complex setup would look like:
When everything is ready, click on Save to record the whole setup in Flow for future usage.
A set of actions for the onboarded user(s) based on the Advanced condition (several rules to be met to trigger the whole workflow) is now saved in the GAT Flow dashboard and can be found under Saved action sets.
The setup of actions can be edited or deleted here.
If Validated is switched ON all the jobs’ fields set up in the workflow will necessarily have to be filled in, for example, Send email job must be configured as shown below:
If Validated is switched OFF, the jobs’ fields can be left empty and be configured at a later stage when using Saved action sets in the future workflow. This depends on the user’s needs.
Step 2: Event trigger workflow – Start when the user has been created #
In GAT Flow the actions can be set to run automatically based on different Events.
Navigate to Event workflow > Create workflow
In Add event workflow creator, specify the Name of the workflow, Type: Modify, and Event: Start when user is created
The user needs to be already onboarded/created for this event workflow to kick off. Every time a new user is onboarded into the domain, the workflow will run.
Other options in this setup are:
- Active – activate or deactivate the Event workflow using this switch
- Pre-approved – when on the workflow does not need to be approved, when off the whole workflow (actions after the user is created) has to be approved again by the Security Officer.
- Conditional flow – this option needs to be switched ON if the previously saved set of actions is based on conditions. If the standard workflow was used while creating the Action set, the Conditional flow switch should be OFF. All the actions need to be consistent throughout the tool.
When ready, click on Next
Add a set of actions configured before #
When choosing the actions, hover around the top left side of the START box and select the ‘plus’ button to be able to use the saved Action sets:
Once clicked on the Add actions set, previously set and saved action sets become available.
Select the designated setup by clicking on the ‘+’ button to build up the Event triggered workflow with one mouse click.
Next, click on Send approval request.
Security Officer Approval #
Security Officer needs to approve the workflow only once if the Pre-approved option was toggled on during the process of creating the workflow. If the Pre-approved option was not enabled for this workflow, Security Officer needs to approve the request every time when a new user is added.
The set of actions will become available and will run automatically every time when a new user is added to the organization.