Request type settings

The Okta Workflows option is only available in the Access Requests console if you have enabled the Okta Workflows actions in Access Requests and Assign admin roles to apps features for your org, and assigned Okta Access Request OAuth app as an admin. Okta Workflows actions in Access Requests is an Early Access Feature. To learn how to enable it, see Enable self-service features. Also, see Before you begin.

General settings

Setting	Action
Icon	Select an icon to identify the request type
Name	Specify a name to identify the request type
Description	Enter a description
Team	Select 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 of the questions and tasks are complete Note: This setting requires at least one task or question assigned to an approver

Question settings

Setting	Action
Text	Specify the default text displayed in the question
Make it a required field	Select to mark the question as needed
Type	Specify the input type for the question. Select one of the following options: 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 options	Click Add option to specify one or more custom choices available for your end users to select. You can't reuse the custom options you define here in another request type. Create a custom list if you want to reuse custom options in multiple request types. See Create a configuration list. Note: This field is available after setting the Type setting to Dropdown.
Configuration items	Specify a configuration list synced from an existing connection. See Create a configuration list. Note: This field is available after setting the Type setting to Dropdown.
Assigned to	Specify the person, or Okta group responsible for completing the task.

Task settings

Add tasks to prompt actions from a user.

Setting	Action
Text	Specify the default text displayed in the task
Make it a required field	Select to mark the task as needed
Type	Specify the input type for the task. Select one of the following options: Custom Task: Assigns the task to a user for action Approval Task: Assigns the task to a user or group 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. The following Okta actions are available: Assign individual app to a user Assign app to a group Run a workflow List groups assigned to user List groups assigned to app Remove user from a group List apps assigned to user Remove user from app Before adding action tasks, admins must manually enable access to third-party integrations for the related team. See Create an Access Requests team. If an automated task doesn't complete, check that the questions and other tasks in the request are complete. Access Requests automatically runs the task after a request assignee enters the missing information. Request assignees can also run a delegated workflow manually by clicking Run manually or mark the task as done without running the flow by clicking Mark as complete.
Assigned to	Specify the person, Okta group, or group owner responsible for completing the task
Due date	Specify a time-frame to complete the task within

Timer settings

Optional. Add a timer to 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.

Timer type	Action
End after duration	Select 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 Date	Select to end the timer on a specific date. The timer ends at 12:00am in the requester's 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.

Timer type

Action

End after duration

Select 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 Date

Select to end the timer on a specific date. The timer ends at 12:00am in the requester's 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.

Operators

Operator	Input type
is*	Text, Date, and Dropdown
is not*	Text, Date, and Dropdown
in configuration list	Dropdown
not in configuration list	Dropdown
is after	Date
is before	Date
is in between	Date
contains text	Text
does not contain text	Text
includes	Dropdown This option is available only if you've enabled the Multi-select? option.
is not empty	Text, Date, and Dropdown