Connecting an Option Generator Workflow to a Rewst Form

Now all that's left is connecting that workflow to the "Add or Remove User - Microsoft Groups" form...the one you created in the "Building a Basic Form and Workflow" lesson.

Module Overview

💡 In this last module we'll update the Rewst form to use the Option Generator built in the previous module. If you skipped ahead and don't have that form, or any workflows, don't worry - you can still catch up. So whether you're watching this to continue building what we started earlier in this course, or just to see how Option Generators work, let's jump in to see how it's done!

Video (5:55 Minutes)

Step 1: Connecting a form to an Option Generator Workflow

1. Navigate to the Form created in Lesson 2: Building a Basic Form and Workflow

2. Reorder the fields, moving "Action" between the User and Group field.

3. Select the Group field and enable "Workflow Generated".

4. In the "Workflow" field, select your Option Generator

   1. You can find it easier by typing its title

5. In "Label Field" enter "displayName"

6. In Trigger, select the trigger to the Option Generator.

7. Under Workflow Inputs:

   • Select "Populate from form field" for the action field

     • Select action from the dropdown

   • Select "Populate from form field" for the user_id field

     • Select user_id

8. Save the Form.

Step 2: Testing the Option Generator

1. Select the View Usages (List Icon)

2. Select "View Direct URLs" -> "Open the URL for your Organization"

3. Select a User

4. Choose add or remove.

5. Click the Group field dropdown.

Action Item

• Test the form to ensure the Group field populates with different options based on the selected action.

Navigation

Go to the previous module: Using Jinja in Data Aliases and Creating an API Request Action

Go to wrap up the lesson: Next Steps