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User actions

  • 已更新：2022/06/17
    • Automation 360 v.x
    • 构建
    • RPA Workspace

User actions

The Genesys package offers a palette of actions to detail and access user records.

User action palette for Genesys

A person is on-boarded as a user. User records can then be assigned with different attributes and roles. The user record begins the process of building out a fully organized work force. The Genesys package includes the following user actions:

Action Description
Create user Create a new user.
  • Enter the user's Email (login ID).
  • Select how you would like your password entered.
    • Use Credential to pick a preconfigured credential locker.
    • Use Variable to select an established credential variable.
    • Use Insecure string to enter your credential in the field.
  • Enter the Password required for the user to sign in.
  • Enter the Full name of the user.
  • Enter a Division ID for the user.
  • Select whether the user State is active or inactive in the repository.
  • Optionally, enter the user's Title and Department.
  • Enter the Session name for your changes to the repository.
Delete user Delete an existing user.
  • Enter the unique user ID for the Internal user ID that you want to delete.
  • Enter the Session name for your changes to the repository.
Get user Retrieve the details of a user.
  • Enter a unique user ID for Internal user ID.
  • Enter the Session name for your changes to the repository.
  • Select how the outcome data will be saved.
    • If using Multiple variables, use the following steps for each variable:
      • Click Add variable mapping.
      • Enter the Key of the variable.
      • Choose a variable where the data will be saved.
      • Click Add for this data to be saved to the configured variable.
    • If using a Dictionary variable, then select the established variable where outcome data can be saved.
List/search users Retrieve a list of users that match your input criteria.
  • Select how the data will be entered to begin adding user data to the search.
    • If using a List:
      • Select the data Type.
      • Enter the Value of the data in the list.
    • If using Variable, then select the established variable of the data to be added to the list.
  • Optionally, select whether the State of the user is active or inactive.
  • Enter the Session name for your changes to the repository.
  • Choose a variable where the outcome data can be saved.
Update user Update the details of a user. Leave any field blank if no update is needed.
  • Enter a unique user ID for the Internal user ID.
  • Enter the data that you want to update, such as the following:
    • Email (login ID)
    • Department
    • Manager
    • Date hired
    • Employee type
    • Biography, Interests, or Hobbies
    • Spouse
  • Select to turn Auto answer on or off for connecting calls to the user.
  • Enter the Session name for your changes to the repository.
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