Description

This HelloID Service Automation Delegated Form provides updates for mobile and fixed phone numbers on an AD user account and AFAS employee. The following options are available:

1. Search and select the target AD user account
2. Show basic AD user account attributes of the selected target user
3. Enter new values for the following AD user account attributes: OfficePhone and MobilePhone
4. AD user account [OfficePhone and MobilePhone] and AFAS employee [TeNr and MbNr] attributes are updated with new values

Versioning

Version	Description	Date
1.0.0	First release	2023/05/24

Table of Contents

• Description
• All-in-one PowerShell setup script
  • Getting started
• Post-setup configuration
• Manual resources
• Add another system to update
• Getting help
• HelloID Docs

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 assumes none of the required resources do exist within HelloID. The script does not contain versioning or source control

Getting started

Please follow the documentation steps on HelloID Docs in order to set up 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
ADusersSearchOU	[{ "OU": "OU=Disabled Users,OU=HelloID Training,DC=veeken,DC=local"},{ "OU": "OU=Users,OU=HelloID Training,DC=veeken,DC=local"}]	Array of Active Directory OUs for scoping AD user accounts in the search result of this form
AFASBaseUrl	https://yourtennantid.rest.afas.online/profitrestservices	The URL to the AFAS environment REST service
AFASToken	< token>< version>1< /version>< data>yourtoken< /data>< /token>	The AppConnector token to connect to AFAS

Manual resources

This Delegated Form uses the following resources in order to run

Powershell data source 'AD-AFAS-account-update-phone-lookup-user-generate-table'

This Powershell data source runs an Active Directory query to search for matching AD user accounts. It uses an array of Active Directory OU's specified as HelloID user-defined variable named "ADusersSearchOU" to specify the search scope. This data source returns additional attributes the receive the current values for OfficePhone and MobilePhone.

Powershell data source 'AD-AFAS-account-update-phone-table-user-details'

This Powershell data source runs an Active Directory query to select an extended list of user attributes of the selected AD user account.

Delegated form task 'AD AFAS Account - Update phone'

This delegated form task will update two systems. On the AD user account the attributes OfficePhone and MobilePhone will be updated. On the AFAS employee the attributes TeNr and MbNr will be updated.

Add another system to update

It is possible to add another system to update the mobile and fixed phone numbers. For example for Topdesk persons. The following action steps are required to add another system:

1. Copy the global variables from the other github repository (for example the Topdesk global variables)
2. Add the global variables to your HelloID tenant
3. Open the task from the other github repository and copy the region of the other system (for example region Topdesk)
4. Add the region in the Task script

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/