Okta

Okta provides software for cloud-based identity provision. The software helps manage user identities and authentication, and allows developers to build identity controls into applications, website web services, and devices. For more information on Okta see the company website.

In the context of Nintex Automation Cloud, Okta is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. used to create connections for Okta actions A tool for building the processes, logic, and direction within workflows..

Use Okta actions in a workflow to manage identities. Use the Create a group action in a workflow to create a group for identities in Okta, and the Search groups action to find existing groups. Use the Create a user with password action to create a new identity in Okta. Use the Get a user action to retrieve a user's details. Use the Add a user to a group to add a user to anOkta group.

Create an Okta connection

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

In the Add a new connection section, complete the fields as follows:

In this field	Select or enter the following
Connection name	A name for your new connection
Client ID	The client ID. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.
Client secret	The client secret. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.

Okta account requirements

• The account you use to create a connection for Okta is the account that has access to the Okta actions.

• You must create an OAuth 2.0 app in Okta in order to use this connector. See Create an OAuth 2.0 app in Okta for the steps to create a new application.

• You need the app's client ID and client secret. You can find them on General tab in the Client Credentials section.

• The Okta sign-in redirect URIs must be https://us.nintex.io/connection/api/Token to allow the authentication to properly work when creating the connection.

Create a data source

Use the Okta data source to create a drop-down list of groups in a form.

You can create an Okta data source to:

• Search groups: Retrieve the list of groups available from your Okta connection.

Each data source is configured for a specific Okta connection. You can create as many data sources as you need.

Create an Okta drop-down list

To add na Okta drop-down list to your form:

1. Create your Okta data source. For information about data sources, see Data sources.
2. Add a Data lookup form control to your form and configure it to use your new data source.

Data source fields

To access the data source fields, in the Add data source section, select Okta in the Connector field and then select the Operation.

Operation	Field or selection	Description
Search groups	Connection	The connection to use for the data source.
	Group name	The group name in Okta.