Tasks and actions
Use tasks (aka actions) to run actions & integrations in your HelloID environment.
Delegated form tasks run when a delegated form is submitted.
Product actions can run during various stages of the Product request lifecycle.
Scheduled tasks run on a regular, recurring basis.
To get started, Add a task to a delegated form, Add a product action, or Add a scheduled task.
Pre-defined tasks
A variety of common, pre-defined tasks or actions can be quickly added to your HelloID environment with minimal effort.
HelloID's Code snippet library has code snippets that can be used as Delegated form tasks or Product actions (via the Actions - new tab). Copy code from the Code snippet library in a delegated form task or product action and customize it as desired.
The older Task catalog contains tasks that can be used as Scheduled tasks; see Add a pre-defined scheduled task. If no suitable pre-defined tasks are available in the Task catalog, the catalog has an option to add a custom PowerShell task as well.
Although tasks from the Task catalog can also be used as product actions (via the Actions tab, see Add a product action from the Task catalog), it is recommended to use the code snippet library instead, for better performance.
Active Directory synchronization task
An Active Directory synchronization task is a special kind of scheduled task (see Scheduled tasks), created automatically by HelloID when you set up AD sync. It syncs AD users and groups to HelloID Users and Groups, based on the associated Active Directory mapping set.