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Coupa: Look up a user

🕙  3 minute read

Use this action to search for and return information about a user in Coupa.

Use case

  • Automatically filter and find user information in Coupa
  • Automatically assign tasks to a Coupa user

How to configure this action

This action requires a preconfigured Coupa integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help center.

This action also has configuration fields that require a specific Coupa look up operator. The look up operator is based on Coupa API Operators. The look up operators are terms like contains, starts_with, or ends_with.

For example, you can enter a user email address in the email field, and also enter look up operator in the email look up operator field. For all configuration fields with a matching look up operator like the in the example above,

  • To find an exact match, leave blank

  • To perform an advanced search, enter one of the Coupa look up operators

Supported Coupa Operators

Operator Operator Meaning or Notes
<none/no operator> Exact match/equality, same as the previous behavior
contains Does not work with date fields
starts_with Does not work with date fields
ends_with Does not work with date fields
gt Greater than
lt Less than
gt_or_eq Greater than or equal to
lt_or_eq less than or equal to
not_eq not equal to
in within list of values

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • ID

    • The unique identifier of the user
  • Output field name

    • The name of the text field in which the result should be saved
  • Email

    • The email address of the user
  • Account group

    • Enter the name of the group on the user’s account
  • Approval group

    • Enter the name of the group for the user’s approval
  • Approval limit

    • Use a requisition approval limit amount to filter results by approval limit
  • Contract approval limit

    • Use a contract approval limit amount to filter results by approval limit
  • Contracts user

    • Select True or False from the drop down to set if only contract users are included.
    • Select True so results are filtered to only include users with a Contracts License
    • Select False or leave blank to include all users.
  • Full name

    • Full name of the user
  • First name

    • First name of the user
  • Last name

    • Last name of the user
  • Login

    • Login name of the user
  • Mention name

    • Mention name of the user
  • Mobile phone number

    • Mobile phone number of the user
  • Work phone number

    • Work phone number of the user
  • Salesforce ID

    • The Salesforce ID of the user
  • SSO identifier

    • The SSO identifier of the user
  • Look up field name 1 (2, 3)

    • Search this field to find the first matching record
    • Coupa API field name
  • Look up field value 1 (2, 3)

    • Search for the first record with this value in the look up field

What will this output?

All fields return Java Script Object Notation (JSON) as PagerDuty Workflow Automation field types:

JSON Data Type PagerDuty Workflow Automation field type
Number Number
String String
Boolean True of false
Array Data table
Object flattened strings
null string

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