View Categories

Set Up an Existing User’s Details in GAT Flow

GAT Flow allows a Google Workspace Admin or Delegated Auditor to set up an existing user’s details via a simple workflow.

You can set up set user’s Job title, cost center, department, and employee type at once and many more when selecting the action: Change user employee information.

You can set the below details individually or at once in a single workflow:

  • First Name
  • Last Name
  • Display Name
  • Organization name
  • Job title
  • Cost center
  • Department
  • Employee type
  • Employee ID
  • Building ID
  • Area
  • Building ID
  • Floor name
  • Floor section

Step 1. #

First, to create a workflow, navigate to Flow (1)> Create workflow (2).

Next, fill in the details under the Workflow type section (3):

  • Name (4)– enter a name for the workflow
  • Type – select the type of workflow you want to use (Modify in this example) (5)
  • Next (6) – click to proceed

This is a image illustrating the workflow type section that allows creating a workflow. Workflow name is typed and workflow type is selected when configuring the workflow. The "Next" button allows to proceed to the next configuration stage of the workflow.

Step 2. #

In the next step, Search for a user (1). Select a single user or multiple users’ accounts where the actions will be applied. Search and add the users via Search for a user, group, org. unit, or classroom or import users (2). Once selected, the list of users will be displayed (3).

The Search for a user section is displayed and allows selecting the users that this workflow will affect. Individual user(s), group(s) and org units can be selected, or users can be imported. Once added the list of affected users by this workflow will be displayed for final review. The "Next" button allows moving on to the next stage of workflow creation.

Once users are selected, click on Next (4) to proceed to the next step.

Step 3. #

Then, to Choose actions (1), click on the (+) button (2) and search for the action.

Choose actions section allows selecting a desired action to be triggered.

You will see all the options available, search (1) and select (2) the below action – “Change user’s employee information“:

The action search window and "Change user's employee information" action is displayed after searching for it.

Once the “Change user’s employee information” action node is added in Choose actions section (1), select the information that needs to be added/modified into the relevant field and type the relevant employee information (2). Each field can be selected/deselect as needed.

"Change user's employee information" action is added to the workflow that allows adding or editing employee information such as: First Name, Last Name, Display Name, Organization name, Job title, Cost center, Department, Employee type, Employee ID, Area, Building ID, Floor name, Floor section.

After filling the details in, click on the Send approval request (3).

A new message will be displayed to confirm whether you are ready to send the workflow for approval. Click on “Yes(1) to proceed. The notification is now sent to Security Officer requesting verification of the workflow.

Before the workflow request is sent to Security Officer, it must be confirmed by Requester for the last time before the request is sent for review.

Note: This action has Predefined variables that can be used to seamlessly perform bulk updates across multiple accounts.

Predefined variables are available under the "Change user's employee information" action.

Step 4. #

Last, after sending, the Security Officer has to approve the request. They will receive an email that will lead them to the approval page.

Notification email sent to Security Officer that requires workflow verification.

Note: If the pre-approval option is enabled for the workflow requester, an email is not being sent to Security Officer. The workflow creator can confirm the preapproval option to run the workflow right away. 

Result #

Once the workflow is approved by Officer, the job will be executed and actions will be completed. All those statuses can be verified under Workflow section (1), where the workflow Status (2) and Job status (3) are displayed. By clicking on the “eye” icon (4), more information can be reviewed.

Workflow summary after Security Officer's approval and workflow execution.

As a result of the workflow, the updated information is applied to the users’ accounts.

Workflow result details section.

The results will be displayed, and each information will be shown:

Further executed action details.

Related Posts #

This website uses cookies to ensure you get the best experience on our website