Moving OU To Trigger an Offboarding Workflow.
Users can trigger an offboarding workflow by moving users to different OUs. This is configured at an OU level. This can be activated manually using the steps below, from domain synchronisation or from CSV import.
Enabling the step
- Navigate to the OU section in 'Offboarding Workflow'
- Select the relevant OU to execute the setting on ie for when a user is moved to that OU, to start an offboarding
- Navigate to the 'Workflow settings' tab
- Tick the checkbox 'automatically trigger offboarding when a user is moved to this OU'
- Click 'Save Rules'
Note: This option will only work at the Organisational Unit level. If a user is part of a Smart Team with an offboarding workflow enabled, the Smart Team offboarding workflow will take precedence.
Triggering the step
To trigger the step:
- Navigate to the Directory
- Select Users
- Select the user that you'd like to move to an OU and start an offboarding
- Click on the Actions button
- Click on Move User
- Select the target OU to move the user to
- Move the user