What are Workflows?
  • 29 Jan 2024
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What are Workflows?

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Article Summary

Topics we will cover:

  • What are Workflows?
  • What are Triggers, Actions, and Conditions?
  • Creating, Modifying, and Deleting Workflows.

What are Workflows?

Workflows are an action, or groups of actions, that are processed when certain events are triggered. A Workflow has three main components: a Trigger, an Action, and a Condition.

An example Workflow would be Self-service Application Access Request - Auto Approve. When a user submits an Access Request through the Self-Service Portal (SSP), AND the Application is configured to Automatically Approve requests, it will then process the request and approve the provisioning.

Settings > Workflows


What are Triggers, Actions, and Conditions?

Triggers

Triggers are actions that occur within Clarity that prompt a Workflow to activate.

Workflow Triggers selections

Actions

Actions are the events that are run when a Workflow is triggered. You can have multiple actions in a chain within your Workflows.

Workflow Actions selections

Conditions

Conditions are the final step in the Workflow process. Here you can specify different criteria to apply to your Workflow and the Actions being taken. For example: you can state that an Identity must be Inactive, or for the Workflow to trigger at a certain Date and/or Time.

Workflows Conditions selections


Creating, Modifying, and Deleting Workflows

Creating

You can create a Workflow by going to Settings > Workflows within your Clarity tenant and selecting the Add New Workflow button.

Modifying

You can edit the Trigger, Steps, Name and Description of your Workflows from the Workflows page.

Deleting

Workflows cannot be deleted at this time, but you can remove all the Triggers, Actions, etc or simply set it to "Inactive" to disable the workflow.

Note on deleting Triggers

You can only delete a trigger from a workflow if the workflow in question has never been triggered, this is done to prevent a workflow from drastically changing context once it has been utilized.


Need help?

If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.


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