Create a Request Type

This page explains the general process of creating a Request Type for Okta Access Requests. For a more specific example, see Create a sample Request Type.

Before you begin

Start this task

  1. Open the Access Requests Admin Console.
  2. On the left panel, click Access Requests.
  3. Click Create Request Type.
  4. From the editor window, configure the general settings.
    SettingAction
    Icon Select an icon to identify the Request Type.
    Name Specify a name to identify the Request Type.
    Description Enter a description.
    TeamSelect a team to manage the Request Type. Any requests that use this Request Type are assigned to this team.
    Audience Select a specific Okta group allowed to submit requests using this Request Type or make it available to everyone within your Okta org.
    Mark as done automatically Enable to automatically close the request after all questions and tasks are complete.

    Note: This setting requires at least one task or question assigned to an approver.

  5. Add questions.
    Questions collect information from users.
    For more information on questions, see Forms and fields.
    1. In the central panel, click Question. The system adds a blank question.
    2. On the right panel, configure the question settings.
      SettingAction
      Text Specify the default text displayed in the question.
      Make it a required field Select to mark the question as needed.
      TypeSpecifies the input type for the question.

      Options include:

      • Text: Allows users to enter up to 100 characters
      • Date: Allows users to specify a date
      • Dropdown: Allows users to select from a predefined list
      Custom optionsSpecify one or more custom choices available for to select.

      Note: This field is available after setting the Type setting to Dropdown.

      Configuration itemsSpecify information synced from an existing connection. This can include applications, groups, sublists, or configuration items. See Create a resource list.

      Note: This field is available after setting the Type setting to Dropdown.

      Assigned to

      Specify the person, team, or Okta group responsible for completing the task.


    3. Optional. Click Question to add more questions.

    Note that a requester can't modify answers to the questions after they submit the request.

  6. Add tasks.
    Tasks prompt actions from a user.
    For more information, see Tasks.
    1. In the central panel, click Task. The system adds a blank task.
    2. On the right panel, configure the task settings.
      SettingAction
      Text Specify the default text displayed in the task.
      Make it a required field Select to mark the task as needed.
      TypeSpecifies the input type for the task.

      Options include:

      • Custom Task: Assigns the task to a user for action.
      • Approval Task: Assigns the task to a user for review and approval.
      • Action Task: Adds specific actions related to a configured integration. The system can complete these tasks automatically or assign them to a team.

      Note: Before adding action tasks, admins must manually enable access to third-party integrations for the related team. See Create an Access Requests team.

      Assigned toSpecify the person, team, or Okta group responsible for completing the task.
      Due date Specify a timeframe to complete the task within.
    3. Optional. Click Task to add more tasks.

  7. Optional. Add a timer.
    Timers control the flow and timing of follow-up actions.
    Timers can last for up to 90 days. If a duration or date is specified outside the limit, the timer still ends after 90 days. After the timer expires, the request begins any followup actions. The timer ignores any changes to the request that would change the end date of the timer. 
    1. In the central panel, click Timer. The system adds a blank timer.
    2. On the right panel, select and configure a timer type.
      Timer typeAction
      End after durationSelect to end the timer after a specified number of days, hours, or minutes.

      Under How long should this timer be?, enter a value and choose a unit of time.

      End on DateSelect to end the timer on a specific date. The timer ends at 12:00am in the requesters time zone.

      Under End this time using, select an existing date field, or create a field. When the system, processes a request, the date specified in this field controls when the timer ends.

      Note: If the request specifies a date in the past, the timer ends immediately.

  8. Optional. Configure conditional logic for tasks or questions.
    1. Select a task or question.
    2. On the right panel, open the Logic tab.
    3. From the drop-down menu, select Only show this task if.
      By default, the system displays every question.
    4. Select another question or task.
    5. Specify a logical operator and content to match against.
    6. Optional. Add more conditions.
  9. Click Publish.

The system makes the Request Type available to the specified audience.

Next Steps

Create and manage requests