How To: Change the portal URL in workflow and job notifications

Views:

Applies To

GroupID 9 and above

Business Case:

I have configured the GroupID Self-Service portal to use a different hostname than the default one, which was created using the server’s FQDN. However, the email notifications that GroupID generates for scheduled jobs and workflows still contain the old FQDN-based portal URL.

Is there a way to change this URL in email notifications?

Solution:

GroupID enables you to link the URL of a Self-Service portal with a scheduled job. Email notifications for the job contain this URL to redirect recipients to that portal for taking any necessary action.

Similarly, you can link a Self-Service portal URL with a workflow in GroupID. Email notifications for the workflow contain this URL to redirect recipients to that portal for taking action, such as approving or denying workflow requests.

In case the portal URL is changed, you have to link the new URL to your workflows and scheduled jobs.

Methodology:

Change the portal URL for a workflow

To change the Self-Service portal URL for a workflow, follow these steps.

In GroupID Management Console, click the Identity Stores node.
On the Identity Stores tab, select an identity store and click Properties in the Actions pane.
Click the Workflow tab.
Select the workflow that you want to change the portal URL for, and click Edit.
For example, to change the URL in email notifications that alert group owners to approve or deny membership requests, select ‘Workflow to Join a Group’.
On the Edit Workflow Route dialog box, select your new Self-Service portal URL to include it in email notifications for the workflow. Recipients are redirected to this portal for taking actions on the requests, such as approving or denying them.
Click OK.

You can apply this change to all your workflows one by one.

Change the portal URL for a scheduled job

To change the Self-Service portal URL for a scheduled job, follow these steps.

In GroupID Management Console, click Scheduling in the left pane.
Expand your required job type (for example, Group Life Cycle), right-click a job, and select Edit on the shortcut menu.
In the Portal URL drop-down list on the Edit Job dialog box, select your new Self-Service portal URL to include it in email notifications for the job. Recipients are redirected to this portal to perform any necessary action.
Click OK