Step 4: Customize the Flow

Customizing a flow with your own actions is a core feature of the Okta Workflows platform. Customers tell us that adding notifications is a common use case in identity flows. Using that as an example, here are some operations that will help you understand the customization features of Okta Workflows.

Let’s modify a flow so that a notification is sent after the user is created. We’ll use Gmail for this example, but you can substitute Slack or O365 in the steps that follow.

To customize the Flow:

  1. In your Shared folder, hover over the Date Created column of the Create User in Salesforce flow, and then click Duplicate.

  1. Select the duplicate flow (appended with the word COPY), and change its name to Create User in Salesforce and Send Notification.
  2. After naming and describing your new flow, check the box to retain history for this flow.
  3. Scroll right to the Create User card in the If/Else branch. Click the Add Another menu (inside the If/Else branch), and then select App Action.
  4. In the Applications menu, select Gmail.
  5. In the Gmail Actions menu, select Send Email.

  1. In the New Connection window, verify your Gmail account, and then click Create. If your connection is no longer active, click the Gear icon and select Reauthorize.
  2. Test the new Send Email card. Enter your email address, a subject, and a test message, and then click the card’s Test icon.

Now, let’s add a real message that requires input from a previous field.

  1. In the Add Another menu, select Function.
  2. In the Functions menu, select Compose.

  1. Drag the Compose card to the left, and position it between the Create User (Salesforce) and Send Email (Gmail) cards.

  1. In the Compose card, enter the following message: The workflow for the user with userName of [input userName] was completed.
  2. Drag the Okta User Alternate ID from the User Assigned to Salesforce event card into the Compose card. When you see it in the message body, drag it into the [input userName] field and remove the brackets.
  3. Drag the output of the Compose card to the Body input field of the Send Email card.

Next

Step 5: Save and test your custom Flow