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Posted on Jul 9, 2018

Actions Enhancements

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Action Searchability

We’ve introduced a more streamlined process for finding actions in BetterCloud! Now you can search not only by the title of the action, but also by additional action metadata. This includes both fields within the action itself and specific common use cases. For example, when building an offboarding Workflow you can simply type in the word “offboard”, and immediately view all available offboarding actions, cutting down the time it takes to configure Workflows and get your automations up and running. Since metadata search is available in Action Engine as well as Workflows, you can also use it to take quick one-off actions when the need arises.

Workflow creation interface in BetterCloud displaying a typical offboarding process. The left panel shows a library of actions, while the central workspace contains the workflow editor with connected nodes representing tasks. The right panel features properties settings for transferring drive files, highlighting specific configurations for file transfers. The title of the draft workflow is "Offboarding," indicating it is designed to automate tasks associated with an employee's departure from an organization. The layout emphasizes ease of use and clarity in configuring complex automation sequences.

As we continue to respond to our customers’ feedback, we’ve released eight new actions and two new Workflow conditions.

New Actions

Okta

Clear User Sessions

When suspicious activity occurs or when you are offboarding an Okta user, you can clear all of their active sessions to sign them out of Okta SSO.

Dropbox:

Delete Folder Permanently

Google:

Permanently Delete Folder

Add Folder Collaborator

Set Advanced Folder Editor Permission

Set Folder Collaborator Permissions

Box:

Edit Folder Sharing Link Settings

Move Folder To Trash

This set of updates for Dropbox, Google, and Box brings functionality already available on the file level in BetterCloud to folders as well. Targeting folders with these actions allows you to set broader levels of access across your domain, in addition to deleting folders to clean up irrelevant or inappropriate content more quickly than by targeting files alone.

Interface screen from BetterCloud showcasing the workflow creation feature. The "WHEN" section includes conditions for detecting a user in the Sales department. The "THEN" section outlines subsequent actions to be performed, such as sending notifications or updating user permissions. Various tabs and fields are present for specifying detailed parameters and steps within the workflow, emphasizing automation and administrative tasks focused on managing user roles in the Sales department.

New Conditions

Office 365

User’s Department

User’s Title

Additional conditions give you more flexibility when setting up Office 365 and cross-connector Workflows. For example, when onboarding a new Office 365 user, you can now trigger actions to add them to specific groups and share key folders with them if they belong to a certain department.

If you have any questions about any of the actions or enhancements mentioned above, please don’t hesitate to contact BetterCloud Support at support@bettercloud.com.