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Add the Provide Information action to ask someone for information when the service is requested. On the Properties tab, configure the general settings of the action.
Configuration
Field |
Explanation and Tips |
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Action Name |
Optionally specify a friendly name for the action. This name must be unique in the workflow. |
Actor |
Specify who should provide information. Specify actors manually or use the drop down field to specify them indirectly. Dynamic actorsYou 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.
Smart rulesIf you select a smart rule of type List of people or People related to subscriber, also specify its behavior:
|
Message |
Specify a message.
|
Show a summary at the end of the workflow |
Display summary information at the end of a Provide Information action.
This feature is available starting with Identity Director 2022.1.1. |
Send e-mail notification |
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).
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Allow user to cancel this 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:
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Email reminder |
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.
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Expiration |
Specify when the action expires. If the action has not been performed in time, it fails.
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Enforcement level in user portal |
Starting with Identity Director 2021.2, you can configure 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. |
Workflow Detail |
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.
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