SailPoint IdentityNow is a powerful identity management solution that allows organizations to manage user access and streamline their identity processes. One of the key features of IdentityNow is the ability to create workflows, which automate and enforce business processes related to user access requests, approvals, and provisioning.
Workflows in IdentityNow are created using the Workflow Designer, a user-friendly interface that allows administrators to define the steps and actions involved in a workflow. In this blog post, we will walk through the process of creating workflows in SailPoint IdentityNow.
Step 1: Accessing the Workflow Designer
To start creating workflows, log in to the IdentityNow Admin Console and navigate to the “Workflows” section. Click on “Workflow Designer” to launch the Workflow Designer interface.
Step 2: Creating a New Workflow
In the Workflow Designer, click on the “New Workflow” button to create a new workflow. Give your workflow a descriptive name and provide a brief description to help identify its purpose.
Step 3: Defining Workflow Steps
A workflow consists of multiple steps that define the sequence of actions to be performed. Click on the “Add Step” button to add a new step to your workflow. Each step can have one or more actions associated with it.
Step 4: Configuring Actions
Actions are the individual tasks or operations that need to be performed within each step of the workflow. IdentityNow provides a range of pre-built actions that can be used, such as sending email notifications, creating access requests, and updating user attributes.
To configure an action, select the desired action from the list and provide the necessary details, such as the recipients of the email notification or the access request details.
Step 5: Defining Conditions and Transitions
Conditions and transitions determine the flow of the workflow based on certain criteria. For example, you can define a condition to check if a user’s access request requires approval, and based on that condition, transition the workflow to the appropriate step.
To define conditions and transitions, click on the “Add Condition” button within a step. Specify the condition criteria and the corresponding transition to another step in the workflow.
Step 6: Testing and Publishing the Workflow
Once you have defined all the steps, actions, conditions, and transitions in your workflow, it’s time to test and publish it. Click on the “Test” button to simulate the workflow and ensure that it behaves as expected.
If everything looks good, click on the “Publish” button to make the workflow available for use. Published workflows can be assigned to specific applications, roles, or users within IdentityNow.
Step 7: Monitoring and Managing Workflows
After publishing a workflow, you can monitor its progress and manage any exceptions or errors that may occur. The Workflow Designer provides a comprehensive view of all active workflows, allowing you to track their status and take necessary actions if needed.
Conclusion:
Workflows are a powerful tool in SailPoint IdentityNow that enable organizations to automate and streamline their identity processes. By following the steps outlined in this blog post, you can create custom workflows tailored to your organization’s specific requirements. Whether it’s automating access request approvals, provisioning user accounts, or managing user attribute updates, IdentityNow’s Workflow Designer provides a flexible and intuitive interface to design and implement workflows that enhance your identity management capabilities.
