Automation Hub
2023.4
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Importing your ideas - Automation Suite 2023.4
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Automation Hub User Guide
Last updated 19. Dez. 2023

Importing your ideas

You can import your ideas using two different methods depending on your needs.

Using Import Pipeline

  • It's useful for a one time import only.
  • When you have ideas or want to update them with details applicable to: Overview Assessment and High Level Assessment.

Check the Import Your Pipeline page to find out more.

Using OpenAPI

  • It's useful when you are importing ideas on a regular basis.
  • When you want to update ideas with details applicable to: Detailed Assessment, Citizen Delevoper Assessment, Change Request Assessment, Execution Assessment or Miscellaneous Assessment.

Add users in bulk to Automation Hub using OpenAPI

Note: For the users to be able to log in to Automation Hub, they have to have an account into Automation Cloud as well.
  • Adding a user only in Automation Hub via the API isn't enough as the user needs to be added first into Automation Cloud.
  1. Add users to Automation Cloud
    • Download the CSV template from Automation Cloud.
    • Fill in the CSV.
    • If your users are Standard Users in Automation Hub, make sure to add them only to the Everyone group in Automation Cloud.
    • Upload the CSV file to Automation Cloud.
      Note: All users will receive an e-mail invitation to Join Automation Cloud. By accepting the invitation, they will gain access to Automation Cloud, but not yet to Automation Hub.
  2. Add users to Automation Hub via the Open API
    • Download the CSV template.
    • Download the Postman Collection attached(to insert link here).
    • Open the Postman collection in to your workspace.
    • Fill in the adduser.csv file with the data from your users:
      user_email
      user_first-name
      user_last_name
      user-location
      user_department
      user_business_unit
      user_job_title
      user_is_active
      user_invite_status
      role_id1
      category_id1
    • This example contains only one role, but you can add as many roles as you want to the array.
    • Once you have the file ready, go to Postman and open the Postman Runner.
    • In the Run Order page, select the Add User Pending (Variables) call only.
    • In the right, click Select file and upload the addusers.csv file.
    • Check the number of iterations on the right to be the same as the number of rows in your file (headers excluded).
    • Click Run.
    • Postman will run the requests one by one and show a correspondent status for each one.
    • Successful runs will have the 201 - Resource Updated message.
    • Now you can check your users in Automation Hub.
      Note:
      • Users will remain pending state until they login the first time in Automation Hub.
      • Users won't receive an e-mail while the API is running.
For more information, check the following documentation references:

Bulk edit users in Automation Hub using OpenAPI

  1. Get the users you want to edit
    • The list of the users to edit can be fetched by using the GET Users API.
    • An easy way to get it closer to a CSV is to export the response from the API and import it into Excel or connect an excel directly to the API.
    • If you have users with multiple roles, they need to be parsed manually, as this generates different entries in the excel file.
    • Once you get the API data, make sure for the headers to mapped to the variable names you have in the API requests (for example role_id needs to be renamed to role_id1)
    • Perform the changes in the file as needed and then save it with the name editusers.csv.
  2. Edit users to Automation Hub
    • Download the Postman Collection attached(link to be added).
    • Open the Postman collection in to your workspace. This example contains only one role, but you can add as many roles as you want to the array.
    • Once you have the file ready, go to Postman and open the Postman Runner.
    • In the Run Order page, select the Edit User (Variables) call only.
    • In the right, click Select file and upload the editusers.csv file.
    • Check the number of iterations on the right to be the same as the number of rows in your file (headers excluded).
    • Click Run. Postman runs the requests one by one and show a correspondent status for each one.
    • Successful runs have the 201 - Resource Updated message.
    • Now you can check your edits in Automation Hub.
For more information, check the following documentation references:
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