Description

This HelloID Service Automation Delegated Form provides a report containing the members of a HelloID Self Service product owner group. The following options are available:

1. Select one of the available HelloID Self Service Products
2. The members of the Resource Owner group are shown
3. Export to a local CSV file on the HelloID Agent server is possible for the selected product or all of the available products

Versioning

Version	Description	Date
1.0.2	Added version number and updated code for SA-agent and auditlogging	2022/08/03
1.0.1	Added version number and updated all-in-one script	2021/12/13
1.0.0	Initial release	2020/09/08

Table of Contents

• Description
• All-in-one PowerShell setup script
  • Getting started
• Post-setup configuration

All-in-one PowerShell setup script

The PowerShell script "createform.ps1" contains a complete PowerShell script using the HelloID API to create the complete Form including user defined variables, tasks and data sources.

Please note that this script asumes none of the required resources do exists within HelloID. The script does not contain versioning or source control

Getting started

Please follow the documentation steps on HelloID Docs in order to setup and run the All-in one Powershell Script in your own environment.

Post-setup configuration

After the all-in-one PowerShell script has run and created all the required resources. The following items need to be configured according to your own environment

1. Update the following user defined variables

Variable name	Example value	Description
HIDinternalApiKey	Welkom01!	API Key of the HelloID portal used to read HelloID Self Service products and users
HIDinternalApiSecret	Welkom01!	API Secret of the HelloID portal used to read HelloID Self Service products and users
HIDreportFolder	C:\HIDreports\	Local folder on HelloID Agent server for exporting CSV reports

Manual resources

This Delegated Form uses the following resources in order to run

Powershell data source 'HID-generate-table-report-products-all-products'

This Powershell data source uses the HelloID API the receive all configured HelloID Products. It uses an API key and API secret specified as HelloID user defined variable named "HIDinternalApiKey" and "HIDinternalApiSecret".

Powershell data source 'HID-generate-table-report-products-get-product-owners'

This Powershell data source uses the HelloID API the receive all HelloID users configured as resource owner of the selected HelloID product.

Delegated form task 'HID - Report - Self Service product owners'

This delegated form task runs the same HelloID API calls as the PowerShell data source and export the data to a local CSV file if selected in the form.

Getting help

If you need help, feel free to ask questions on our forum

HelloID Docs

The official HelloID documentation can be found at: https://docs.helloid.com/