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December 6, 2022
Question

Auto Change License Type using Fusion

  • December 6, 2022
  • 1 reply
  • 598 views

I'm trying to automate my WF license change so that if the user has not been active for the past 3 months, it will automatically change his or her license to "Requestor." I'm running a scenario in Fusion to make this possible, but I'm not sure if my conditions and fields are correct. I would like to ask for some suggestions on how to run this. This is my first time using Fusion, and I'm a little perplexed by all the modules I've configured and am attempting to self-learn.

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    1 reply

    K
    Karlton_Harrison
    Employee
    May 17, 2023

    First setup a search Workfront Module to look for advance license users that have logged in less than 3 months from {now}.

    The output should include ID,emailAddr,firstName,lastLoginDate,lastName,licenseType,name at a minimum. You can output other fields and custom fields if you desire. 

    Second module will be Workfront Update record and select the intended license type.

     

    Third module (Workfront Create Record - Update) should be the notification to the user and yourself that they have been reduced and why.

     

     

    Sample messaging

    "The Workfront Center of Excellence is pursuing full utilization of Workfront licenses that are costly to the enterprise. We have identified that you occupy a Plan license, but have not accessed Workfront for 92 days (Last Login: 2/13/23). We have reduced the license to a standard review license, which carries no cost. This allows us to re-purpose the Plan license. Please note that this adjustment can be reversed if needed. We appreciate your understanding and welcome any questions you may have."
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