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Exclude persons via source mapping

For more information, see Exclusions.

  1. For the relevant source system, Edit a source system.

  2. Go to the Person tab.

  3. Add the Excluded field to the person mappings by following the instructions in Map an additional field.

    Source_Systems_Person_ExcludedField.png
  4. Click the Excluded field to expand it.

    Source_Systems_Person_ExcludedField_Fixed.png
  5. Select Fixed, Field, or Complex for the field type.

    1. Select Fixed and enable the Excluded toggle if you want all persons from this source system to be excluded.

      Source_Systems_Person_ExcludedField_Fixed_Toggle.png
    2. If you select Field, the field from your raw data should contain the boolean value true or false. Persons with a true value are excluded.

    3. Select Complex if you want to use Complex mappings to determine the exclusion status through a JavaScript function. The function must return a boolean value. For example:

      function getEnabled()
      {
          if (source.Contracts[0].Function.Name === "CEO")
          {
              return true;
          }
          else
          {
              return false;
          }
      }
      
      getEnabled();
      Source_Systems_Person_ExcludedField_Complex.png

      For another example script, see Test Provisioning.

Affected persons will be excluded from Enforcement during the next snapshot. They are listed in the Excluded Persons pane in Business > Exclusions, and labeled with the Source indicator.

Business_Exclusions_ExcludedPersons.png

To re-include persons, Re-include a person.