Okta Workflows How-To: Read a Custom User Profile Attribute

Okta Workflows is a no-code platform for automating identity processes. 

This blog post is based on a question asked during office hours or the #okta-workflows channel in MacAdmins Slack: How to read a custom user profile attribute? 

If you prefer a video, jump to the end of this blog post to watch a short video about this question and answer.

Getting started

Okta has a built-in default user type and allows to create custom user types. 

From the Admin dashboard, go to Directory > Profile Editor. You will see one or more user types listed (you might have more than two listed). In the screenshot below, two user types are shown:

  • User (default) – this is the default user type
  • Atko User – this is a custom user type

workflows howto custom profile user typesOkta user types

You will first learn how to read a custom attribute on the default user type. 

Reading a custom attribute on the default user type

Clicking on User (default) opens up a profile editor shown below. 

workflows howto custom profile allProfile attributes

On the left side, you see All attributes, Base attributes, or only Custom attributes. In this example, you have added one custom attribute to the default user type: 

  • LinkedIn profile

workflows howto custom profile custom attributeCustom user profile attribute

User Stella Green has the default user type and has the LinkedIn profile custom attribute set: 

workflows howto custom profile stellagreenProfile with a custom attribute

The custom attribute is on the default user type, you use Okta – Read User card to read the user information, including the custom attribute.

workflows howto custom profile read user defaultReading user information with the Read User card

As the custom attribute is on the default user type, you can choose to show the field from ⚙️ > Choose fields:

workflows howto custom profile choose fieldsChoosing card fields

Running the flow shows the custom LinkedIn profile attribute:

workflows howto custom profile read user historyRead User card history

Reading a custom attribute on a custom user type

Now, let’s learn how to read a custom attribute on a custom user type. 

Click on the custom Atko User user type:

workflows howto custom profile user typesUser types

This custom user has one custom attribute, Portfolio URL:

workflows howto custom profile custom1A custom user type with a custom attribute

User Irene Johnson has a custom user type: 

workflows howto custom profile custom user ireneCustom user type

Irene also has the Portfolio URL custom attribute set: 

workflows howto custom profile custom user portfolioCustom attribute on a custom user type

If you use the Okta – Read User card, the card doesn’t know about the custom user type and doesn’t know about the custom attribute. The Read User card only knows about the built-in default user type. 

workflows howto custom profile choose fields 1Choosing card fields

The solution is to use a Custom API Action card to read a custom attribute on a custom user type. 

Reading a custom attribute on a custom user type with a Custom API Action card

Use Okta’s Custom API Action card to read user information, whether it’s the default user type or a custom user type. 

Make an API call to this endpoint: 

/api/v1/users/{userid}

This is a flow to read user information: 

workflows howto custom profile custom api action 1Reading user information with Custom API Action card

In the above flow:

  • The Assign card sets the user ID
  • The Concatenate card appends the user ID to the end point (/api/v1/users/{userid})
  • The Custom API Action makes an API call
  • The Get Multiple card retries the Portfolio URL attribute

Learn how to use the Custom API Action card:

How to Call an API When It’s Not Available From an Existing Card (Connection)

Flow history: 

workflows howto custon profile custom api action historyReading user information flow – history

Video

Watch a short video about this question and answer. 

 

 

What you learned

In this blog post, you learned how to read a custom attribute on the default user type and a custom user type. 

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Workflows