Map Users to Groups

This automated activity allows adding users from a third-party system by using queries to map the name and email and add them into an existing project group.

Custom Activity Properties

Mapping Query: Specify the SQL used to map user to the Project groups associated to the running workflow instance. You may use tokens to include workflow instances, workflow or workflow activity data into the query.

Connection String: Specify the connection string where the mapping query will be executed. To run the mapping query on the ProjectDox database, leave this property blank.

Group Name Column: Specify the column name in the mapping query containing the ProjectDox group name.

User Email Address Column: Specify the column name in the mapping query containing the user email address.

User First Name Column: Specify the column name in the mapping query containing the user first name. The property is required when a new account needs to be created.

User Last Name Column: Specify the column name in the mapping query containing the user last name. The property is required when a new account needs to be created.

Ignore Non-Existent Group: If this property is checked, processing any groups not existing in the project will error out during execution. Otherwise, it will ignore non-existing groups.

General Properties

Disable Activity (checkbox):  Allows the disabling of the activity. If checked, the activity will be greyed out in the designer and will be skipped in the workflow process.

Stop After Processing: Determine if this activity should stop after execution or continue processing the children activities. This is helpful in debugging and walking through the workflow one activity at a time.

Custom Code: Used to access the custom code for creation or editing. This 100% web-based feature allows creation of custom code, typically used for integrations. The code can run at different times in the workflow, such as before, during, or after the activity has been initialized.

Activity Timer Interval: The interval of time that must pass before the activity is executed inside the workflow engine a subsequent time. The interval will only be in affect when there are no accepted or pending tasks on the activity. Timers are generally used in combination with custom code so that the activity is only executed every X minutes instead of every time the workflow engine fires (i.e. check if fees are paid every 4 hours). The minimum allowed time lapse is 5 minutes.

Icon: Specifies the image name for activity icon shown on the eForm.

Task Properties

Exclude Task from Review Cycle: This property will tell the system to exclude the review cycle number from the task so any tasks created for this activity will not be linked to a specific review cycle.

Task Completion Email Notification Template: Specifies the email template used to notify the user when the task is complete.