Provide Information: Properties tab

Optionally specify a friendly name for the action. This name must be unique in the workflow.

Specify who should provide information. Specify actors manually or use the drop down field to specify them indirectly.

Dynamic actors

You can use placeholders and/or functions to dynamically determine the actor(s) to which the action applies. When the action is executed, these resolve to a specific value. For example, this allows you determine the actor by a previous action or by user input.

• In the Determine actor based on field, specify the placeholder and/or function that resolves to one or more actor(s). Specify a separator for multiple actors.
• In the Look up actor with person identifier field, specify the person identifier that identifies the actor based on input from the previous field.
• In the Action behavior field, specify how the action should be assigned:
  • Select Assign to one person on the list to assign someone on the list. This may cause a delay in the workflow, for example if this person is away from the office and not able to respond.
    • If there is no preceding action with the same dynamic actor rule, a random actor is assigned.
    • If there is a preceding action with the same dynamic actor rule and one actor was assigned, this actor is assigned.
    • If there is a preceding action with the same dynamic actor rule and multiple actors were assigned, the actor who completed the preceding action most recently is assigned.
  • Select Assign to all people, proceed with first response to assign everyone on the list. The normal workflow continues as soon as someone responds.
  • Select Require all people on the list to complete the tasks to assign everyone on the list. The normal workflow continues when everyone has completed ALL tasks.
  • Select Require response from all people on the list to assign everyone on the list. The normal workflow continues when everyone has provided information. If the action expires or is canceled, the workflow continues with the exception path.

Smart rules

If you select a smart rule of type List of people or People related to subscriber, also specify its behavior:

• Select Assign to one person on the list to assign someone on the list. However, this may cause a delay in the workflow, for example if this person is away from the office and not able to respond.
  • If there is no preceding action with the same smart rule, a random actor is assigned.
  • If there is a preceding action with the same smart rule and one actor was assigned, this actor is assigned.
  • If there is a preceding action with the same smart rule and multiple actors were assigned, the actor who completed the action most recently is assigned.
• Select Assign to all people, proceed with first response to assign everyone on the list. The normal workflow continues as soon as someone responds.
• Select Require all people on the list to complete the tasks to assign everyone on the list. The workflow continues when everyone has completed ALL tasks.

Specify a message.

• The markup editor supports basic styling functionality like headings, block quotes, color and numbered lists, but also hyperlinks and drag-and-drop.

Display summary information at the end of a Provide Information action.

• This option is disabled by default.

• This will enable users to review the information provided so far and change it, if needed.

This feature is available starting with Identity Director 2021.1.1.

Enable e-mail notification for this specific action. This sends an e-mail to the user that a message has been delivered in the Web Portal, if you have enabled E-mail Integration (at Setup > E-mail Integration).

• This option is selected by default. It is also selected in upgraded environments.
• Clear the option to disable e-mail notification. This prevents unnecessary e-mail notifications, which is useful in actions that send notifications to multiple actors as the result of a smart rule. For example, if you have configured a service with a Provide Information action that is sent to all actors on a smart rule list, and the workflow should proceed with the first response, you probably do not want to send this notification by e-mail. You can prevent this by disabling e-mail notification for this specific action.

Allow the subscriber to cancel the action from the Status Details window in the Web Portal. Auto provisioning is not affected by this option. The Cancel option is only displayed:

• if the service was requested by the subscriber;
• when this action is Pending.

Starting with Identity Director 2021.2, you can optionally notify the person that needs to approve or confirm the action, according to the time interval you input.

• You can set the time interval to a number of days, weeks, or months.

• The system keeps sending notifications until the action is approved, canceled, or when it expires.

Specify when the action expires. If the action has not been performed in time, it fails.

• You can use placeholders to make the expiration time for the action dynamic.
  • When the action is executed, the placeholder needs to resolve into an integer (e.g. "9"). Invalid input (e.g. "Nine") causes the action to ignore the expiration time. The transaction continues immediately.

Starting with Identity Director 2021.2, you can configure the Provide Information window to pop up in the Web Portal.

• Select Optional (requester only) to have the Provide Information window pop up only when the requester of the service is the actor as well.
• Select Optional (all actors) to have the Provide Information window pop up for all actors.
• Select Mandatory to have the Provide Information window pop up for all actors.
• Select - Please Choose - if you do not want the Provide Information window to pop up in the Web Portal.

When any of the Optional versions is selected, the user can close the window or cancel the request. The Provide Information form can be later found and completed in the My Queue tab of the Web Portal.
When the Mandatory versions is selected, the user cannot close the window or cancel the request without completing the Provide Information action. Furthermore, the window pops up even if the user refreshes the page.

Specify the level of detail that is shown when people track the service status. Depending on your configuration of this field, the Label field specifies the status information.

• Select Default to show the behavior configured at Setup > Behavior.
• Select Status only to show the status of the service.
• Select Workflow action to show the status of the action.
• Select Full details to show the status of the action and its actor.
• Select Use custom label to configure a custom text.