The following are some questions and answers from the Okta Workflows community office hours on Thursday, September 26, 2024. I edit some questions for clarity.

New to Okta Workflows

The Getting Started with Okta Workflows page has all the resources to help you get started.

Community forum

Consider posting your questions in the Okta Workflows community forum for a faster response or if there are no open spots in the next office hours session.

Office hours questions and answers

How do use Workflows with Jira, Access requests and access certifications?

We suggest to start with the Automate Account Creation from JIRA template.

How do you set up Workflows mapping for Personio using XaaS integration?

Review the Implement Anything-as-a-Source with Personio and Okta Workflows template.

How do you use Custom Filter field in the Okta – List Users with Filter card?

Okta recommends using the Okta – List Users with Search card for better performance.

The Custom Search Criteria field from the List Users With Search card works similarly to the Custom Filter field. The Search for Users using Custom Search Criteria in Workflows KB shows search examples. Learn about search (and filter) operators you can use.

What can you use Workflows for?

We recommend to look at the available Okta Workflows templates to learn what you can build and automate.

How do you create automation for the Okta profile termination date when it becomes available and create a ticket in Jira?

Use the Jira – Create Issue card to create a new ticket in Jira.

Okta Workflows resources

🍫 Get help from Workflows specialists during weekly community office hours.

📺 Learn from Workflows videos.

🛟 Share your flows and ask questions on the Okta Workflows community forum.

🙋🏻‍♀️ Get help from the community: join the #okta-workflows channel on MacAdmins Slack.