Using Dynamic Fields in Actions

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Dynamic Fields make it possible to target unique values from across your domain's Connectors, and use them to personalize and scale the actions you take in BetterCloud.

When utilizing Dynamic Fields as part of manual actions, this functionality can be used to customize unique results, enrich messaging, and save time. 

Dynamic Fields in Actions

Exploration grids in BetterCloud allow you to view, sort, and audit directory and data entities from across your domain's Connectors, all in a single location. When selecting entities from a grid either individually, or in bulk, you can take manual actions to manage their properties.

General instructions for taking actions in applicable grids and sub-grids can be found in the following articles:

Taking Actions from the Users Grid

Taking Actions from the Groups Grid

Taking Actions from the Files Grid

When you have entities across multiple Connectors that you wish to manage manually, utilizing Dynamic Fields in your action can help you pinpoint unique properties from entity to entity, and deliver customized results in one broad step; relying on common properties to sort and target entities is no longer necessary. 

In an action's right side flyout tab, fields that can accept Dynamic Field entries will be marked with the "{{" Dynamic Field icon. Entries that are applicable to add will be available to select from a dropdown menu, after clicking on this icon. 

When your action is taken, the Dynamic Fields you utilized will pull their unique filler from each entity you selected in your grid, and this will be applied in your results. 

Using a Dynamic Field entry in your action will scope the context of the action and how it enacts the required change, but neither the amount of time needed to take the action, nor the way that the action is recorded in the BetterCloud Audit Logs will be affected. 

Use Cases

Here is an example use case template, in which Dynamic Fields can help you enrich manual actions:

I have targeted user accounts across my Connectors that have been suspended for some time. I want to send a message to each user's manager, to confirm that it is safe to proceed with deactivating these accounts.

For more use cases and Workflow templates, please see here: Workflow Templates

Important / Requirements

Please note the following details about the behavior of Dynamic Fields: 

  • Please ensure that the syntax of a Dynamic Field entry remains intact and unaltered, within its {{  }} brackets. If the syntax of a Dynamic Field entry is changed, or if any brackets are removed, the entry will either be nullified in the context of your action, or will be converted to plain text and inserted as-is into your field. 
  • If the content being pulled to fill your Dynamic Field entry does not exist yet (for example, if you utilize the {{target.Google.Gsuite.User.Manager}} entry, but the user's "Manager" profile field does not yet contain an entry) an "undefined" entry will be added, instead.   

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