Configure a request type associated with bundles
Configuring a request type for users to request entitlement bundles is a two-part process. First, create a configuration list that's based on the entitlement bundle. Next, create a request type associated with the configuration list.
Before you begin
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Sign in as a super admin, app admin, or and admin with Manage app permissions.
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Ensure that you're assigned to the Okta Entitlement Management and Request Access apps.
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Sync resources manually if you want to use a recently created entitlement bundle. See Manually sync resources from Okta.
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Ensure that the team has access to the Entitlement bundles resource.
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Go to the
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Click Manage Access.
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Verify that the toggle associated with the team is enabled. If it's not, enable access for the team and click Save.
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Create a configuration list for entitlement bundles
A configuration list specifies resources or custom items that you can reference in a request type. It allows teams to automate users' access to resources and control the specific options available to the users as a request gets processed. You must explicitly approve each team that can access a configuration list.
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From the Access Requests console, go to
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Click Create new list. Currently, you can create configuration lists only for Okta, Jira, and ServiceNow resources.
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On the Create configuration list dialog, select or enter the required information in the fields.
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Select teams that can use this configuration list in request types.
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Select the List type as Resource list.
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Select the Resource type as Entitlement bundles.
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Click Add item. Search for and select entitlement bundles that you want to make available for your users. Repeat this step to add more items.
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Click Create list.
You can update this list to add or remove items. The request type that references the configuration list is disabled when you remove an item or a team. You receive an email notification when a request type is disabled.
Create a request type for entitlement bundles
Create a request type with a configuration list that you created to use entitlement bundles in Access Requests. Refer to Create a request type topic for more information on general, question, and task settings. The Timer functionality isn't available for Access Requests to use with Entitlement Management.
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Open the Access Requests Admin Console.
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On the left panel, click Access Requests.
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Click Create Request Type.
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From the editor window, configure the general settings.
When you select a team, ensure that it can access the list of entitlement bundles that you created. Any requests that use this request type are assigned to this team.
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In the central panel, click Question to add questions for users.
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Configure the question settings.
To allow users to select from an entitlement bundle list, ensure that your question settings have the following setup:
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Set Dropdown as the question Type.
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Specify a configuration list of entitlement bundles that you created as the Configuration items.
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Optional. Click Question to add more questions. A requester can't modify the answers to the questions after they submit the request.
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In the central panel, click Task to add tasks to prompt actions from a user.
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Configure the task settings as required. To ensure approvers can grant bundles to users, set Grant access to entitlement bundle as the task Type.
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Optional. Click Task to add more tasks.
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Optional. Configure conditional logic for tasks or questions.
- Click Publish to make the request type available to the specified audience.