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Salesforce-Autoreject entitlement request if an account status is inactive&Enable Account usecases

IAM_99
Regular Contributor II
Regular Contributor II

Hi All,

We have a scenario of accounts get directly disabled in Salesforce target, that has to be re-activated in Saviynt.

Saviynt will allow requestor to raise new account/entitlements request  for the inactivated users ( Disable new account request if already exists - this will not help) and then task will fail saying user already exists.

1. How to Check account status if its inactive then reject the request with the steps  in Workflow? (any syntax for sql query /accounts.status eq  to use in if condition ?)

2. Enable Account - any inputs - what is the better way to implement ? 

 

Thanks,suresh

 

12 REPLIES 12

Darshanjain
Saviynt Employee
Saviynt Employee

Hi @IAM_99 

In the workflow you can try putting account.status as Accounts columns is exposed to check in if else condition.

 

Thanks

Darshan

IAM_99
Regular Contributor II
Regular Contributor II

Hi Darshan,  This config  should stop the user from submitting New account request if the user has an inactive account. -  but its not doing., i think its bug in the product.

IAM_99_0-1686292582339.png

any other ways we can handle  Enable Account scenario ?

 

thanks,

suresh

 

Have you enabled this configuration under global configuration?

naveenss_0-1686296049954.png

If not, please enable this configuration and you should be able to see 'Enable Account' button under the ARS form if the account is in disabled state. Please let me know if this helps.

Regards,
Naveen Sakleshpur
If this reply answered your question, please click the Accept As Solution button to help future users who may have a similar problem.

IAM_99
Regular Contributor II
Regular Contributor II

Hi Naveen,

Yes , that will inactive accounts in ARS , but we can submit 'New Account Request' even though account is inactive.

Thanks,

suresh

Does account tagged to user


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

IAM_99
Regular Contributor II
Regular Contributor II

We have an account that is in-active state.

IAM_99_0-1687181459977.png

User can click on 'Add New Access'

IAM_99_1-1687181495950.png

can enter accountname value and can submit

IAM_99_2-1687181591004.png

 

Hi @IAM_99 

Yes it enables unless you have not opted show inactive account in ARS, if this is enabled then it will show you enable account in ARS and will not allow you to create new request.

 

Thanks

Darshan

IAM_99
Regular Contributor II
Regular Contributor II

Hi Darshan,

we are in 23.4 - We have enabled below

IAM_99_2-1686939152376.png

 

IAM_99_1-1686938850436.png

but still - User who has inactive account still can submit new account 

 

thanks,

suresh

Hi @IAM_99 

Are you checking in newer UI or older UI.

 

Thanks

Darshan

IAM_99
Regular Contributor II
Regular Contributor II

We are using 23.4 ( newer version).

Can you check in the older UI for this application as from v23.5 Request access for others tile ( classic UI is directly exposed in Home page ) and going forward we are looking forward to use the Classic UI rather than the new UI.

If you use the older UI, then it shouldnt show the new Account cart button

 

Thanks

Darshan

IAM_99
Regular Contributor II
Regular Contributor II

Hi Darshan,

let me try

I do remember it works in 5.5 verison.

 

Thanks,

suresh