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Flow Using Manual Trigger

In Backflipt platform, you can create a flow to streamline the onboarding of a new employee process. For example, you can create a flow that uses a manual trigger to onboard a new employee in Office 365.

Manually creating user accounts and provisioning access to Office 365 applications can be time-consuming. This flow automates the onboarding process for new users into Office 365, saving time, reducing errors, and ensuring that all new users have a seamless onboarding experience.

Prerequisites:

  1. Sign in to the Backflipt platform and ensure you have the required privileges in Backflipt platform to create a flow.
  2. You have an active user account that you can use to authenticate Office 365.

To create a flow using manual trigger:

  1. Go to My Flows > Flows dashboard.
  2. Select +Create Flow.
  3. In the Add flow dialog, enter the name and description.

                    

  4. Select Next.    
  5. In the Add Flow dialog, select Manual Trigger.

  6. Select Done. You will be redirected to the Flow Builder canvas.
  7. Add a Call Flow entity to the flow.

  8. In the properties panel related to the Call Flow:

    • Select Operation as Fire and Forget.
    • Select Call Flow as Fetch User from Users DB.
    • Select the latest Flow Version.
    • Authenticate all applications involved in the call flow.
      Use the Fetch User from Users DB flow from the catalog if it is not available under flows.
  9. Add another Call Flow entity to the flow.
  10. In the properties panel related to the Call Flow:           
    • Select Operation as Fire and Forget.
    • Select Call Flow as Fetch Role Definitions from Local DB.
    • Select the latest Flow Version.
    • Authenticate all applications involved in the call flow.
  11. Add the Office 365 User Management application to the flow to create access to the Office 365 applications for the new user and provide valid authentication details.
  12. Add the Slack application to the flow to send a slack message to HR about the status of the onboarding and provide valid authentication details.
  13. Save the flow and set it as the latest version.
    Once the flow is created, enable the flow to publish it to make it available for use.

When a Human Resource (HR) manager manually initiates the flow with the input, the flow will automatically generate a new user account in Office 365 and send Slack messages to HR about the status of the onboarding. The flow will also provide real-time updates on the onboarding status.

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