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New account task on another endpoint

akhilvatsa
New Contributor III
New Contributor III

Hello,

We have two endpoints A and B. The requirement is, whenever user requests New Account task for Endpoint A, a new account task should also be created for Endpoint B automatically.

Currently, we have added Endpoint B as a Mapped Endpoint to Endpoint A.

So, the user is prompted to select Endpoint B before they can request for new account for Endpoint A, however is there any automated way to accomplish this task without prompting the end user?

Thanks,

Akhil Vatsa

8 REPLIES 8

Nmaheshwari
New Contributor II
New Contributor II

Hi,

You can use "Entitlements with New Account" tab. We can add any dummy entitlement for another endpoint which in turns create account for another endpoint.

Thanks,

Nupur

This feature have known defect, in case of reject request . this entitlement will be still added


Regards,
Rushikesh Vartak
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Nmaheshwari_0-1673963917558.png

We can add entitlement for another endpoint here.

rushikeshvartak
All-Star
All-Star

Multiple ways based on request form design

  •  Enterprise Role ( add entitlement from both endpoints)
  • Entitlement Map

Regards,
Rushikesh Vartak
If you find the response useful, kindly consider selecting Accept As Solution and clicking on the kudos button.

Thank you, 

We are planning to test the Entitlement Map route, however is there any way for bulk mapping? 

 

Yes you can upload a csv using upload entitlement map from csv

sk_0-1674054065424.png

 


Regards,
Saathvik
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akhilvatsa
New Contributor III
New Contributor III

Thanks for the response, so the entitlement we add here will be added too as a dependent task. And we want the same entitlement to be added to multiple other entitlements.

E.g. Entitlement A needs to be provisioned for All Entitlements from Entitlement B to Entitlement Z. But in this case we can have a one-many relationship, where by bulk upload we create multiple tasks for the mapped entitlement. We need many-one relationship. Is that possible?

Bulk Upload is not supported you need to do manually/via csv per entitlement & it can not be based on condition


Regards,
Rushikesh Vartak
If you find the response useful, kindly consider selecting Accept As Solution and clicking on the kudos button.