Need help to capture recent transition-outs into a new set
Here is a sample scenario. I have a criteria-based set called "All Helpdesk Employees". Users are transitioned in when their Department=Helpdesk. When they transition out, I want to be able to put them in another set called "All Former Helpdesk Employees". Further, I would like to keep "All Former Helpdesk Employees" down to latest 500 entries or keep it down to transitions in the last 90 days. How can this be accomplished simply and cleanly, preferably using only OOB features? Thanks in advance for your input.Anu
August 25th, 2010 6:42am

Hi Anu, I would do this by performing the following tasks in my environment: 1. Adjust the user schema so that there is an attribute called "FormerHelpdeskEmployee" and make it a date time type. Bind the new attribute to the user objectType. 2. Add the "FormerHelpdeskEmployee" attribute into the administrative filter permissions so that you can use it in set criteria. 3. Create a workflow that will put the current datetime into the "FormerHelpdeskEmployee" attribute so that you will know when the person left the Helpdesk. 4. Create the transition out MPR that will call the workflow crated in step 3 when the user transitions out of your existing "All Helpdesk Employees". 5. Create the temporal set called "All Former Helpdesk Employees" which looks at all users who meet all of the conditions. The only condition really being "FormerHelpdeskEmployee" is after 90 days ago. (You can put another condition that says "FormerHelpdeskEmployee" is before 1 day after today as well. This one would simply have it that only the ones from 90 days ago through today would be captured however, given how the information is being created, it would not be expected that there would be future dated "Former Helpdesk Employees" and therefore would probably not be required.) Note that will have the 90 day expiration date in place but will not do the up to 500 users. As an aside, you may want to look at data clean up as well so that the date is eventually purged from the user (or removed/updated to a future date if the user becomes a helpdesk employee again). Hope this helps. B
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September 1st, 2010 8:55am

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