I have a list of users which have been upload into a temp_table (example, name and email), and now I want to create an account for each user in the list and then send each user a temp password.
I can do this for one user, not a problem using a single create account for etc. but I am unable to work out how to do this for a list of users.
Has anyone done this:
Have a list of users (example 50) in a temp_table created from a CSV upload.
I need to:
Create an account for each user.
Assign temp password for each user.
Send an email to each user.
Can anyone point me in the right direction, please?
The action for Schedule an API Workflow on a List will work well for this. Set up an API endpoint with a parameter for the temp record, and add the following actions to the endpoint:
Create an account for someone else (use the temp parameter value to retrieve email and name)
Assign a temp password (to the result of step 1)
Send email (to the result of step 1’s email). The body of this email can reference the result of step 2 to display the temp password value.
In the same workflow that uploads the CSV, add an action for Schedule an API Workflow on a List. Select this new endpoint you created in API Workflow. The list itself will be the result of the CSV upload, and set the parameter to equal “This Temp Record”. What will happen is for every record created via CSV, it will run through the API Workflow, thus creating an account, creating password, and sending email.
As a follow up to this question - can you run an API workflow on a list created with a custom state. I am trying to run an API workflow on a list using a list stored in a custom state, but without success. Basically, the custom state stores a list of selected employees.
I have added some screen shots which may help. I am not seeing any warnings but not sure if it is picking up the list, maybe I am doing something wrong?
Assign Temp Password should be to the temp ‘invite’s Employee_User’
A tip for anyone trying the same thing. I also tried to include in the API an action to change a ‘User’ thing and it would not work.
To solve this, I first changed the temporary ‘invite’s user’ to the change I wanted. In the next action to change the actual User thing, I referred to the previous change.
Not sure if this is the right way to do it but works well!
Glad you got it figured out! In your last note there though, the user change you’re making in steps 3 & 4 look to be the exact same. You should only need step 3.
