Here’s a simple getting started guide that walks you through a basic setup of OnRamp Flows. Following these steps and seeing the app in action will familiarize you with OnRamp’s functionality.
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Install link: https://marketplace.atlassian.com/apps/1232053/onramp-employee-onboarding-and-offboarding Setting up OnRamp flows is a two step process - configuring Flow and setting up Post function. A Flow has a Trigger event (the event that starts the Flow) and Tasks (represent the steps that make up an onboarding process) |
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Configure FlowWatch this 1 min video to see how a Flow can be created. https://www.loom.com/share/68f10bedb9c34cc586593f160da5d07dSteps:
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Setup Post FunctionNow we will configure a post function on the Trigger issue. Here’s a quick video that walks through the configuration steps: https://www.loom.com/share/0471fdea8d494322a951b589b9f74dcdSteps:
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To test and see OnRamp in action, create a new issue of type IssueTypeA in ProjectA. Move this issue to In Progress status. Refresh screen to see the two “dependent” tasks created and linked. |
Extending the sample to use Workday New Hire trigger
Now that you have seen a basic Issue Type triggered Flow in action, let’s kick it up a notch and configure a system trigger. For convenience, we have provided a mock Workday New Hire endpoint. This endpoint returns a single new hire that you can test with.
Setup Workday Connection using below mock endpoint
Code Block API Endpoint URL = https://27af8c7f-d27f-457a-9616-026b70d2717f.mock.pstmn.io/ccx/service/ API version = v40.1 Tenant name = <contact us support@onwardb.com> Username = <contact us support@onwardb.com> Password = <contact us support@onwardb.com>
Edit Flow above and select Workday New Hire Trigger, then configure the below params by clicking on edit icon
Set Connection = Workday, set Project and Issue Type to ProjectA and Issue TypeA, from above example
Set schedule to Monthly and set Last Successful Run to yesterday and any time
Paste below in the Mapping Configuration, replace n1, n2, n3 with the custom field id’s from your instance. See this link for different ways to get your custom field id’s.
Code Block key:Worker_ID=customfield_n1 map:First_Name=customfield_n2 map:Last_Name=customfield_n3
Save changes.
Then click on the “play” icon on the Flow tile. You should see a new issue of type IssueTypeA in ProjectA created