Get Groups (Okta) activity

An activity that retrieves one or more groups from Okta.


Get Groups activity

Configure the Get Groups activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Okta tab.

    Open Okta tab
  3. On the Okta tab, drag the Get Groups activity onto your process.

    Drag Get Groups activity

General Configuration

Specifies the basic settings for the Get Groups activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Get Groups Configuration

Specifies the information to retrieve one or more groups from Okta.

Figure: Get Groups Configuration screen

Get Groups Configuration screen

Fields

Field NameDefinition

Okta

Function:
Specifies the access token that connects to your Okta service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Okta.
Function of this Screen:
Configure an access token to connect to Okta.

Filter

Function:
Shows the code snippet that is created when you configure the filter condition for your query.

You can configure the filter condition on the Get Groups Configuration > Create Conditions screen.

Accepted Values:
Read only.
Default Value:
None

Create Create icon

Opens this Screen:
Get Groups Configuration > Create Conditions
Function of this Screen:
Specifies a filter condition to retrieve information about one or more groups from Okta.

Delete Delete icon

Function:
Deletes the query from the code snippet.

Edit Edit icon

Function:
Lets you change the query.

Row Limit

Function:
Specifies the maximum number of groups to retrieve from Okta.
Accepted Values:
An integer up to 10,000.
Default Value:
10,000
Accepts Process Data Variables:
No

Response Mapping

Function:
Maps information about the group from the Okta data model to your process schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Because the query can return more than one result, the parent node in the external data source must be mapped to a node in the AgilePoint NX process schema that is a repeating schema element. The child nodes in both data models must also be mapped, but child nodes in AgilePoint NX inherit the repeating behavior from their parent node.

Default Value:
None
Example:
Refer to:

Get Groups Configuration > Create Conditions

Specifies a filter condition to retrieve information about one or more groups from Okta.

Figure: Get Groups Configuration > Create Conditions screen

Get Groups Configuration Create Conditions screen

Fields

Field NameDefinition

Field Name

Function:
Specifies the name of the group property from Okta to use in your query.
Accepted Values:
A group property from the list.

When you select the access token from the Okta field, this field shows the group property names associated with the access token.

Default Value:
None
Accepts Process Data Variables:
No
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Operator

Function:
Specifies the operator to use in your query.
Accepted Values:
  • =
  • !=
  • >=
  • >
  • <
  • <=
  • starts with
  • has value
Default Value:
=

Field Value

Function:
Specifies the value for the group property.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add Row

Function:
Adds a row for the Field Name and Field Value.

Select Nest Type

Function:
Specifies the use of logical AND and OR operators to nest conditions to filter the Okta groups.

You must set the condition first, before you specify the nest type.

Accepted Values:
  • And - Specifies the logical AND operator.
  • Or - Specifies the logical OR operator.
Default Value:
Or

Indent Right Indent Right icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected row.

Back Back icon

Function:
Saves your rule and goes back to the Create Condition screen.