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- Sync on Add/Update/Delete: These setting control when an Organizational Identity is processed using a Pipeline.
New CO Person Status: If set, a new CO Person record created by the pipeline will be created with this status. The default is to create a new CO Person record with status set to Active.
Note If the pipeline creates a new CO Person record it does so immediately after the Organizational Identity is processed. When the Organizational Identity is created by an Organizational Identity Source using the EnvSource plugin attached to an enrollment flow the creation of the new CO Person record by the pipeline happens after authentication but before the form is displayed to collect any petitioner attributes. Deployers should review what status for the newly created CO Person record is appropriate for the configured enrollment flow.
- Create CO Person Role Record: If checked, when the Pipeline executes it will create a CO Person Role record, not just a CO Person record. This is useful to (eg) automatically add someone to a COU based on their Organizational Identity Source.
- Sync to COU: If Create CO Person Role Record is set, this setting defines which COU the new Role Record will be placed into.
- CO Person Role Affiliation: If Create CO Person Role Record is set, this setting defines the affiliation given to the new Role Record. If not set, the affiliation of the source Org Identity will be used.
- Replace Record in COU: If the CO Person has an existing CO Person Role record in the specified COU, that Role Record will be expired. This is useful (eg) to expire a provisional record created before an authoritative record is received. Only executed on Add operations, not on Updates.
- Role Status on Delete: If Create CO Person Role Record is set and the Organizational Identity Source record is deleted (no longer valid), the corresponding CO Person Role will be set to the specified status.
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