Configuration Guide

Workflows

Definition

A Workflow corresponds to a set of configured user tasks, necessary for an operational process.

The Workflow is configured with the BPMN technology: https://www.activiti.org/userguide/.

Ways to trigger a workflow

A workflow can be triggered by:

  • a Feature:

    • when creating, updating information on an Object

    • when assigning, updating or revoking a Role Assignment (with manual provisioning or not)

  • a Business Policy

Once the workflow is triggered, the user can view Workflow(s) by accessing the Workflow Dashboard.

From Feature

On create, update and bulk Feature

You must configure:

  • the id of the Workflow that will be launched (<worklowId>).

  • the <PendingOperationBehaviour> on options part.

On create and update Features, it is possible to configure several Workflows per feature.
On bulk Feature, only one Workflow can be configured.

When a Workflow is triggered from a bulk feature, all the selected objects have a dedicated workflow.

On Role Assignment

You must configure:

  • a Role Request Policy and choose the Workflow Strategy.

  • a Manual Provisioning Policy and choose the Workflow Strategy (if assignment requires manual provisioning).

Configuration

The process and properties to create a workflow will be detailed in the dedicated Workflow page.

  • Workflow

    Workflows are used to implement a validation process requiring one or several step(s) of validation to validate an activity. Each step is represented by a task, which can require a human intervention (UserTask) or be fully autonomous (ScriptTask).

  • Workflow Templates

    Allows to define a template (with a workflow configuration) that can be used as a base for several workflows.