Using eyeShare IT Process Automation to Create Self-Service Portal Workflows

Over the past several years, Ayehu’s eyeShare IT process automation tool has helped countless businesses – both large and small – streamline operations and optimize efficiency levels. We’re excited to announce that eyeShare now features a convenient, easy-to-use “Self-Service” center, making the platform even more beneficial to organizations across the globe.

Simply put, the eyeShare Self-Service Portal feature allows end-users to trigger designated workflows without accessing the eyeShare studio or sending an email. Using a simple web-browser, the end-user may simply select the desired workflow to activate, enter the appropriate information into the required fields and submit. It’s that simple! Let’s take a closer look at how this process works, step by step.

First, let’s create a user in Active Directory for use in the Self-Service portal workflow. To do this, go to the Workflow section next to the Active Directory folder and select “New.” This will open a workflow designer window. In order to create a new user, you’ll need to generate a temporary password. Do this by clicking on “Tools”, choosing “Memory & Functions” and dragging over the “Generate Password” action. Be sure to double click on it to ensure the password adheres to the system requirements.

Next, you’ll need to drag the “Create Active Directory” function over. Double click and enter the data for your new account. Now, follow the steps below:

  • Enter the OU
  • Select the active directory server
  • Input first and last name
  • Input login name
  • Select the recently created password by typing in “generatepassword.password”
  • Enter email address
  • Check the text box to change the password at next login

The next step in the process involves taking care of two potential scenarios with a condition for successful and unsuccessful (or failed) user creation. For successful user creation, the goal is to show the status to the end-user via the self-service response action. In cases in which a user wasn’t created correctly, the response should include the error message received from the active directory server.

When you’re finished inputting each message, click “Save” at the top to save your workflow. Here you can enter your workflow name and also include a description.

Now, let’s delve into how to create a self-service interface using the self-service portal designer feature. First, go to “Self Service” near the “User Management” folder and click “New.” Enter the title of the self-service and select the workflow you just created. Now, click “Generate Blocks,” which loads all the variables exposed during the self-service workflow. Here you can choose between the options of text box, label or combo-box. Once this section is complete you can click “Ok” to create your first self-service workflow.

IT Process Automation Self Service portalFinally, let’s move on to the self-service portal web page. Log in using your eyeShare or active directory credentials. Here you will be able to view all the self-service options that have been completed and are available for use. For instance, you may have created a “New Employee On-Boarding” workflow, which will include whatever parameters and variables you’ve chosen for that particular process. Once these fields are filled out and “submit” is pressed, the request triggers the appropriate workflow in eyeShare with a confirmation sent upon completion.

The self-service portal is also available for use on any smartphone or other mobile device.

For more information on this feature, click here or watch our video tutorial to see it in action.

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