How To Create a Workflow

This guide shows how to create a Workflow through the XML configuration.

Process

1. Declare a new Workflow with given activities following Identity Manager's activity templates.
2. Configure the input Form with the right output type according to the purpose of the workflow.
3. Assign the adequate permissions via an Access Control Rule.
4. Add Menu Item.
5. Add Aspects, according to the purpose of the workflow.
6. Add optional elements if needed: Workflows; a Configure a Homonym Detection; Customize Display Tablesdifferent from Identity Manager's default one.

Examples

You can also find configuration examples for several types of workflow:

• For Resource Creation (Mono Record)

How to create a workflow to create a new resource with a unique record.

• For Resource Creation (Multi Records)

How to create a workflow to create a new resource with several records.

• For Resource Update (No Record)

How to create a workflow to update an existing simple resource, i.e. to update, within a given existing resource, properties that do not involve records.

• For Resource Update (Mono Record)

How to create a workflow to schedule the replacement of the unique record of an existing resource with a new one.

• For Resource Update (Multi Records)

Create a workflow to update an existing resource through its several records.

• Configure a Homonym Detection

How to configure the homonym search that checks if a resource already exists in the system, preventing duplicates.