How-To
Step-by-step how-to guides and tutorials.
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This guide walks through a three-flow Okta Workflows automation that lists members of specific Okta groups and removes them all on a recurring schedule — useful for keeping temporary or rotating groups clean automatically.
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Authorizing an Okta Workflows connection with a service account works differently depending on whether the target app has its own login, signs in through Okta, or is Okta itself. Here’s how to handle all three cases.
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Okta linked objects store user-to-user relationships as references rather than text attributes, which means you can read them in both directions. Here’s how to do it with two Okta Workflows cards.
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This guide shows how to build an API request body using output from previous cards in Okta Workflows. It covers GET and POST requests, including JSON and URL-encoded body examples using the Postman Echo API.
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This guide shows how to paginate API results using the HTTP-Paginate card in the Okta Workflows Connector Builder. It covers two flows: a Main flow that sets up the initial pagination state, and a Helper flow that fetches each page, accumulates results, and determines when to stop.
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Okta Workflows is a no-code platform for automating identity processes. This guide collection covers how to create reports in Okta Workflows — group membership reports, CSV exports, system log searches, and more.
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This guide shows how to create a group membership report using Okta Workflows. It covers two automation flows: one that lists group members and streams results to a helper flow, which saves each member to a table before exporting to a CSV file and emailing it as an attachment.
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This guide discusses Okta Workflows, focusing on bulk deleting Okta groups using a table of group IDs. It describes two automation flows: one that reads the table and kicks off deletion for each group, and a helper flow that deletes one group at a time. Resources for further learning and community support are also provided.
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Okta Workflows lets you build custom user provisioning for any app with an API — no pre-built integration needed. This guide walks through a working example using Shopify to create, update, and delete customers automatically.
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This guide discusses Okta Workflows, focusing on creating a flow that searches and saves users based on custom criteria into a table. It describes two automation flows: one for listing users and another for saving details. Resources for further learning and community support are also provided.
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How to Create a Salesforce Contact for Users Not Assigned to the Salesforce App using Okta Workflows
How to create a Salesforce Contact for Okta users who aren’t assigned to the Salesforce app, using a list-difference flow and a helper flow that creates each contact.
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Learn how to automatically remove deactivated (deprovisioned) Okta users from all of their groups using Okta Workflows. This guide walks through three flows that list deactivated users, list each user’s groups, and remove the user from every group except Everyone.
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Learn how to delete all rows in a Google Sheets spreadsheet using Okta Workflows. This guide shows how to read the rows from a sheet and remove them one by one so the spreadsheet is ready for fresh data.
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Learn how to set up an Okta inline hook using an Okta Workflows flow. This guide covers the Registration inline hook and shows how to automatically set a user type based on their email domain during self-service registration.
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How to export data from a Google Sheets spreadsheet into an Okta Workflows table.
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How to build a Slack Block Kit UI with dynamic input fields using Okta Workflows.
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How to export an Okta user’s group memberships to a CSV file and email that file using Okta Workflows.
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How to send an automated email notification when a user is unassigned from an app in Okta, using Okta Workflows.
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How to copy the value of one Okta user attribute into a different attribute using Okta Workflows.
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How to update a profile attribute for every user in a specific Okta group using Okta Workflows.
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How to update a specific profile property for every Okta user at once using Okta Workflows.
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The four ways to trigger an Okta Workflows automation: on an event, on a schedule, via an API endpoint, or manually.
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How to create a report listing all groups assigned to an Okta app along with each group’s owners.
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How to automatically remove a user from an app when they’re assigned to a specific group in Okta Workflows.
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An example of handling two different Okta Event Hooks (webhooks) using one shared Okta Workflows flow.