Overview

You can automatically assign Members to Management Rules in WASURENAI based on ticket approval status in a workflow system.

For example, when a SaaS usage request is approved in the workflow system, you can configure the process so that the required account is automatically provisioned.

Configure the Integration

  1. Open "Settings" and select "External Collaboration".

  2. In the Workflow section, click "Add Data Source". Note: You can also configure the integration from "Management Rules" > "Workflow Integration Settings" > "Integrate".

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  3. Enter the authentication information required for the workflow integration.

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  4. Copy the Webhook URL and Secret Token.

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  5. In kickflow, click Admin Center from the left menu.

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  6. Click Webhook under "Integrations" in the left menu.

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  7. Click Create New, enter any desired "Name", input the Webhook URL and Secret Token copied from Wasurenai, specify the target and event, and create the Webhook. This setting determines which workflow and operation (event)triggers integration with Wasurenai.

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Event Descriptions

Event Description
ticket_created Ticket created
ticket_updated Ticket edited
ticket_opened Ticket submitted
ticket_approved Ticket approved (Approval / Remand step)
ticket_confirmed Ticket confirmed (Circulation step)
ticket_rejected Ticket remanded
ticket_denied Ticket rejected
ticket_completed Ticket completed
ticket_withdrawn Ticket withdrawn
ticket_archived Ticket archived
comment_created Comment created
comment_updated Comment edited / deleted
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  1. Return to Wasurenai and click Workflow Integration Settings at the top right of the workflow section.

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  2. Click Add Workflow at the top right.

  3. Enter the following items according to your use case and click Add.

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Item Descriptions

Item Description Display Condition
Workflow Select which workflow in kickflow to target applications from. Always displayed
Workflow Type Select whether the requested software is fixed per workflow or chosen by the applicant upon applying. Always displayed
Software Selection Field Select which field in kickflow identifies the software. Only displayed when Workflow Type is set to "Workflow where software to apply for is selected"
Target Software Select which software to target from those specified in the field above. Only displayed when Workflow Type is set to "Workflow where software to apply for is selected"
Target Member for Management Rule Select whether to apply changes to the applicant or to other members (members matching specified conditions). Always displayed
Member Field Select which field in kickflow identifies the target member. Only displayed when Target Member is set to "Members matching specified conditions"
Rule Reflection Condition Select which kickflow action triggers the reflection in management rules. Always displayed
Management Rule Select which existing management rule in Wasurenai to target. Always displayed
Change to Management Rule Select whether to assign the target member to the management rule or unassign them. Always displayed
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  1. Create and approve a ticket in kickflow using the workflow set in Step 10.
  2. Members will be assigned to the management rule according to the conditions set in Step 10.

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