Revolutionize Your Approval and Access Management with Zest
In the ever-evolving world of business, innovative solutions are the key to standing out. When it comes to streamlining approvals and access management, this couldn't be more accurate. That's why we at Zest are excited to share our latest tutorial video that illustrates how to revolutionize these processes using FreshService Custom Objects and Azure Orchestration.
This engaging tutorial goes beyond the usual step-by-step guide. Instead, it offers a journey through creating a unified, automated workflow that smoothly handles numerous requests, channels them for approval, and provides access using Azure groups. And while we've used Azure for our example, these strategies are just as effective with other identity providers like Google or Okta.
The journey begins with the creation of a custom object - a concept that may seem challenging but is broken down into easily digestible steps in our video. We show you how to link this custom object to your catalogue's service items via a dynamic dropdown menu, streamlining the management of approvers and storing unique identifiers of groups that control application access.
Then, we explore adding records to your custom object table - a crucial step in defining the service items you want to control. Our practical example includes adding rows for the "Finance System" and "Microsoft Office 2013," demonstrating how each record has a primary and secondary approver and an associated GUID from Azure.
The tutorial takes you deep into the world of workflow creation using FreshService's Workflow Automator. It explains how to set up an event-based workflow triggered by a service request and lays out the conditions for it to run efficiently.
And what's a workflow without action? We detail the actions your workflow should take to complete a user's request. This covers sending approval emails, updating the ticket dynamically based on the Custom Object's data, and managing application access in Azure.
We've all faced unexpected challenges in our processes. That's why our tutorial incorporates a crucial segment on error verification and handling within the workflow. We demonstrate how to integrate a conditional block to ensure the 'Add User to Group' action is successful before proceeding and how to address errors should they occur.
And finally, the tutorial covers the actions to take when an approver rejects a request. We guide you on transparently communicating this to your requestors, providing reasons for rejection.
But we don't stop there. Our video also gives you a glimpse into the user's perspective of this innovative system, helping you understand the process from all angles.
At Zest, we're dedicated to offering groundbreaking solutions for your business challenges. This tutorial exemplifies that mission, and we invite you to watch it and revolutionize your approval and access management process.
YouTube Link : https://youtu.be/AcQ0XluNgjY
Get ready to supercharge your business operations with Zest. The future of approval and access management starts here.