Creating the "Add or Remove User - Microsoft Group" workflow

Create part of a workflow to test + Configure the workflow settings and trigger to use information from the form

Module Overview

💡 Now that you’ve decided to trigger a workflow using a form and have built that form, it’s time to create the workflow. This is where the automation takes shape.

Video (4:57 Minutes)

This workflow will be tailored to work with the "Add or Remove User - Microsoft Group" form. It’s useful to keep that form open in a nearby browser tab while you work through the next few steps.

Step 1: Access the Workflow Builder

1. Within Automations, navigate to Workflows and select the "Create" button.

2. Title the workflow "Add or Remove User - Microsoft Group."

⭐ You can add your name or other details to the title. Creating tags like "Work in Progress" or "Training Demo" can help you organize and remember the purpose of each workflow.

Configure Workflow Settings

Step 2: Configure Workflow Settings

1. Click the pencil icon to access the workflow configuration settings.

2. Keep the Workflow Type as "Standard."

3. Add your estimated time saved (e.g., 300 seconds or 5 minutes, an estimate of how long this process would take you to do manually).

4. For input variables, add three input configurations using the "+" icon: action, user_id, and group_id. Mark each as "required." This will enable autocomplete in the Jinja editor, helping to avoid typos and save time.

5. Submit your settings to save the configuration.

⭐ You can review the workflow configuration any time by selecting the pencil icon again to "open" and "close" this area.

Step 3: Add the Workflow Trigger

1. Select the lightning bolt icon to create a new trigger.

2. Name the trigger (e.g., "form trigger") and toggle it to "enabled" so it’s active immediately.

3. Search for "form," then select "Core - Form Submission" as the trigger type.

4. In the Trigger Parameters section, select the form you just created. If needed, you can search for it by title.

5. For the integration override, select your Microsoft Graph API integration to ensure data comes from your own instance.

6. To keep it simple, enable the workflow only for your current organization.

7. Submit to save the trigger.

⭐ You can review the trigger details later by selecting the cog icon next to the trigger name, to open and close the trigger editor.)

Step 4: Publishing and Version Control

After completing a significant piece of work (like adding a trigger or actions), hit "Publish." This allows you to name your progress, which can be helpful if you need to revert to an earlier version.

⭐ Regularly publishing and naming your workflow versions will help you retrace your steps if you ever need to revert to an earlier iteration.

Action Items

Create your workflow using the steps outlined above, ensuring you configure the input variables (in workflow configuration settings) and trigger (to connect to the form you've built).

Navigation

Go to the previous module: Building the "Add or Remove User - Microsoft Group" form

Go to the next module:

Adding actions to the "Add or Remove User - Microsoft Group" workflow