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changes.mady.by.user Manoj Tippani

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changes.mady.by.user Phillip Hanegan

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SubmitAccountTerminations workflow

  1. The workflow claims account stores where CleanUpEnabled is set to true and gets the following SetGroup GUIDS from Resource System Config Settings in order to process those groups:

    • TerminationBeforeProcessingSetGroupGUID — To notify before Move and Disable

    • TerminationNotProcessedSetGroupGUID — To Move and Disable

    • TerminationProcessedSetGroupGUID — To Terminate. Processes one account store at a time, claiming all accounts in an account store that is in the SetGroup.

  2. If CleanUpReportModeOnly is set to true, all the account processing steps are ignored and the account’s AccountOrganizationStatusID is set to 3 (TerminationPending). This logs everything that the workflow would do if Report Only Mode was turned off.

  3. Else if CleanUpReportModeOnly is turned off and whether CleanUpStaleAccountOU has a valid External OrgZone.

  4. If the CleanUpStaleAccountOU setting on the account store is not valid, the account store is ignored, No accounts will be disabled and moved. Else it continues to claim the accounts and process the claimed accounts.

  5. If number of accounts in the account store reaches the specified threshold, SubmitAccTerminationsApproval workflow is invoked.

  6. Else number of accounts of the account store is under the ThresholdOnAccounts Resource System Config Setting value, SubmitAccountTerminations workflow moves the accounts to the OU specified by the CleanUpStaleAccountOU setting.

  7. If the DisabledAccountOnMove setting on the Workflow parameters is set to true, the accounts are disabled when moved. Else accounts are not disabled and moved.

  8. When an account is moved, the AccountOrganizationStatusID is set to 5 (Transfer) and the TransferDate is set to current date and time on the account.

  • Emails are sent to manager and admin after the account is moved. EmailTemplateManagerMoveNotification and EmailTemplateAdminMoveNotification are used as templates to send emails.

  • The AdminManagementRoleGuids workflow parameter determines which admin users should receive the email notification.

  • Once the emails are sent, an AssigneeNotification is inserted for that Account and will not be claimed again to send notifications before moving accounts.

  • The Accounts that we claimed earlier to Terminate will be processed by Invoking TerminateAccountAdvanced Workflow for each Account to Terminate.

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