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Inquries regarding retrieving the value and overwrite the value of request during workflow phase

ApacheT101
New Contributor
New Contributor

Hi Team,

Kindly need your advice on whether is it possible to cater these use cases:

We have a TPAG form that allow the user to create third party staff like contractor. The requestor must be an employee in the company to raise account creation for contractor and the workflow will be routed based on the requestor's (requestorby) custom property 10 and 11 (Verifier and Approver). 

Currently, our form allows the requestor to save the contractor's routing level (custom property 10, 11, 12), these dynamic attributes are not compulsory and all are single select list.  

The issue we are facing now are below:

1. We want something our workflow to behave like these:

If the user's user type (will be saved in customproperty30) is not null, it will be routed to requestor's verifier and approver due to the user is contractor. (employee do not have any value in customproperty30)

Currently in our workflow, we are using user.customproperty30 eq null to check the user whether the user is employee or contractor. Since user are based on existing user profile in Saviynt, if a new contractor is created, the request will be auto-approved rather than route to verifier. 

May I know is there any way to retrieve the value in the request form and define if/else condition to cater this?

2. We have a use case to include N/A in the list of verifier and approver so the requestor can select N/A, since these lists' values are based on users table in Saviynt, we have created a inactive user called N/A to cater this.

However, we do not want to save N/A in user profile as it will cause the requestor will not be able to request access. We want something like this: if the verifier and approver are N/A, makes it equals to null so N/A will be saved in user profile.

Appreciate your help on this. 

 

7 REPLIES 7

rushikeshvartak
All-Star
All-Star

Please share workflow wiring


Regards,
Rushikesh Vartak
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ApacheT101
New Contributor
New Contributor

Hi Rushikesh,

I have shared workflow and the screenshot of TPAG form at here.

ApacheT101_0-1725600824345.png

 

Please share UI wiring screenshot


Regards,
Rushikesh Vartak
If this helped you move forward, click 'Kudos'. If it solved your query, select 'Accept As Solution'.

ApacheT101
New Contributor
New Contributor

ApacheT101_0-1725601325483.png

 

 

 

ApacheT101_1-1725601463878.png

 


Regards,
Rushikesh Vartak
If this helped you move forward, click 'Kudos'. If it solved your query, select 'Accept As Solution'.

ApacheT101
New Contributor
New Contributor

Hi Rushikesh,

Kindly need your help on this:

This is the current add register user rule:

CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE

ApacheT101_0-1726032570002.png

 

(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END)
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'1')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'2')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'3')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'4')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'5')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'6')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'7')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'8')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'9')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'10')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'11')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'12')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'13')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'14')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'15')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'16')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'17')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'18')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'19')
###
CONCAT(LEFT(LOWER(lastname), 1), CASE WHEN LOCATE(' ', firstname) > 0 THEN LEFT(LOWER(firstname), LOCATE(' ', firstname) - 1) ELSE LOWER(firstname) END,'20')

Basically, the naming convention of username is the first letter of last name + first name (only first word) (example: Alice Yam -> yalice)

if there is any duplicate name, the name will be added with the number (example: yalice2)

ApacheT101_1-1726032579893.png

We want to displayname attribute in the form takes first letter of last name and first word of first name, combine and show in the display name. 

Is it possible to do that?

Thanks in advance.