There are two types of Automation Tasks in HelloID:
- Pre-defined tasks, available in HelloID's built-in Task Catalog
- Custom tasks, based on user-defined PowerShell scripts
Both types can be used in several ways, including:
- To perform an action as part of an Event
- To perform actions during various stages of a Self Service product request
- To perform an action when a delegated form is submitted
- To supply data to task data sources
- To perform actions during scheduled background processes, such as synchronization of Active Directory (AD) configurations
Refer to the Task docs section for documentation on the pre-defined tasks in the Task Catalog. This section also contains some specific examples of custom PowerShell tasks, which are marked as such. See How to Create and Use PowerShell Scripts for general information on creating custom PowerShell tasks.
To see an overview of the existing tasks within your HelloID environment, go to Automation > Tasks.
The following information is displayed for tasks:
The name and icon of the automation task.
The current state of the task. Select the state to navigate to the Task History view. A play or stop button is also present. These buttons will start or stop a task, respectively.
Tasks may be modified or deleted by selecting the Edit or Delete links, respectively. You should always make sure a task has been stopped before editing it.
In addition to creating tasks in Automation > Tasks, you can create tasks directly inside the various types of objects listed at the beginning of this article (self service products, delegated forms, etc). This is a method of encapsulation. It permanently ties the task to the object which will be invoking it. In this way, encapsulated tasks are less likely to be inappropriately reused, and/or accidentally broken. Encapsulated tasks are functionally identical to tasks created in Automation > Tasks, but they aren't listed in this overview grid. They can only be viewed and edited through the object to which they are attached.