Actions Configurable in Workflows – Josys Help Center

Note: The screenshots in this article are currently taken from the Japanese version of the product. Some labels in the images may differ from the English interface.

Overview

This page explains the "Actions" that can be configured when creating a workflow.
Reference: About the Workflows Feature

About Each Action

These are the tasks you want to run automatically when a workflow is triggered.
Click "Add Action" to add an action. Please refer to the details below for each action.
Once the setup is complete, click "Next" in the bottom right corner.

Add Account Action

This action automatically provisions an account for the target app from Josys. Please proceed with the required settings for each app during account provisioning.

💡For apps where Josys does not have the authority to provision accounts, you can switch the configuration screen to either "Manual Task" or "Create Ticket".

Create Ticket Action

This action creates a ticket in Jira when the workflow is triggered.

Select the timing for creating the ticket.
Select the Jira project and issue type for the ticket.
The required input fields for that issue type will be displayed. Fill them out as needed.

💡To use this feature, you must first integrate Jira via the App Catalog and Integrate Workspace Tools.
Reference: Integrate Workspace Tools with Jira

Create Manual Task Action

This action creates a task in "My Tasks" in Josys when the workflow is triggered.

Select the timing for creating the task.
Set the task assignee.
└ All Josys Administrators
└ Select a single task assignee
Enter the "Task Description" to specify what needs to be done when this task is registered.
Example: "After provisioning the account for the target app, change the task status to 'Completed'."

The behavior after the workflow is triggered is as follows:

When the user assigned to the manual task logs into Josys, the task will be added to "My Tasks".
Clicking the displayed "Task" will show the details of the request on the right side.

Delete/Archive/Suspend Account Action

This action automatically deletes, archives, or suspends an account for the target app from Josys.

💡For apps where Josys does not have the authority to delete, archive, or suspend accounts, you can switch the configuration screen to either "Manual Task" or "Create Ticket".

Send Email Action

This action sends an email when the workflow is triggered.

Select the timing for sending the email.
Set the recipient's email address.
Set the subject and body of the email.

💡Since adding only a manual task does not send email notifications, we recommend adding this action to prevent missed tasks.

Classify App Action

This action updates the approval status of the app when the workflow is triggered.

Select the target status.
Options: Approved, Rejected, Under Review, Hidden

Frequently Asked Questions

Q: I selected multiple apps as triggers. What happens if the workflow fails for one of the apps?
A: Since the workflows run independently for each app, even if one app fails, the account provisioning or deletion actions for the other apps will still complete successfully as long as they are operating normally.