I have a requirement in NERM. When I onboard new contractor in NERM it should check whether the user already exists in ISC if user exists in ISC then it should promt in NERM.
Requirement:
User Onboarding in NERM via form
Fill up form and submit
On form submit event, If user exists in ISC then message should prompt in NERM if identity exists.
Please help if anyone has worked this type of use case .
Edwin pretty much nailed it. One thing to consider though for Duplicate Prevention actions is the lack of configurability. To elaborate, you determine the matching criteria, but you can’t control the action steps. Meaning if a duplicate account is found, the user will either be prompted to execute the workflow against the profile found OR create a new profile with the information.
Therefore, if you want granular control of what can happen if duplicate is found, use REST API action and use the /advanced_search endpoint.
@mananbhavsar7 it is not possible to add buttons to your form. You only can use the default buttons like ‘submit’, ‘approve’ etc. that are used based on the context that a form is being used. I.e. you have a submit button if it is a request form.
This is how I would do it, as mentioned in my previous comment. Step 1 of your workflow is a request form where you fill in the details you want to have checked. In the same workflow, the next step is a REST API action towards ISC, then follow the other suggestions I made as well, depending on your requirements.