Designing Workflows

In Oracle Identity Analytics, each workflow has pre-configured default steps to complete the tasks listed in the Understanding Workflows.

You can customize the workflows, however, based on the requirements of your organization.

You can make the following changes to a workflow:

Add a step.
Delete a step.
Edit Workflow Action Details.

To Add a Step in a Workflow

Log in to Oracle Identity Analytics.
Choose Administration > Configuration.
Click Workflows.
Select the desired workflow.

The Edit Workflow page opens.
Click Add Step in the Operations column.
Select the desired template for the new step you want to add.
- Approval Step - This is a template where you can choose the assignee for the step. Options available are policy owner, role owner, global user or role (any member of the role).
- Policy Owner Approval - This is a pre-configured template where the policy owner is the assignee for the step.
Complete the form.
- Step Name - Enter the name of the step that you want to add.
- Link Status - Select a link status. The user will see this status when the workflow begins.
- Destination Step - Select the next step.
- Assignee - Select the assignee, or the actor, who will take action.
- Enable Due Date Options - Check the box if you want to enable due date options.
  - Stop Expires After - Enter the number of days after which the step can expire.
  - Enable Reminder Option - Check the box if you want to set reminder options.
  - Send First Reminder - Enter the number of days for the first reminder.
  - Reminder Frequency - Set the reminder frequency to once, daily, or weekly.
  - Choose Template - Click Choose Template and select the e-mail template to use for reminders.
  - Enable Escalation Option - Select to enable escalation options. This will send an escalation trigger to the assignee's manager if the step has not been completed within the deadline.
  - Escalation Trigger After - Enter the number of reminders after which the escalation trigger will be sent.
  - Choose Template - Click Choose Template to select the e-mail template to use for escalation triggers.
Click Save.

To Delete a Step

Log in to Oracle Identity Analytics.
Choose Administration > Configuration.
Click Workflows.
Choose the desired workflow.

The Edit Workflow page opens.
Select the step that you want to delete by clicking Delete Step in the Operations column.

A window opens confirming the action.
Click Yes.

The step is deleted.

To Edit Workflow Action Details

You can edit the hyperlinked steps in the actions column.

Log in to Oracle Identity Analytics.
Choose Administration > Configuration.
Click Workflows.
Select the desired workflow.

The Edit Workflow page opens.
In the Actions column, click the hyperlinked step that you want to edit.
Complete the form.

General Tab
Name	Type the name of the action involved in the workflow. For example, Approve Role, Reject Role, and so on.
Destination Step	Select the next step.

Assignee Tab
Assignee	Select the actor involved from the drop-down menu.
Selected Assignee	If the Assignee is `global_user`, use the search feature to select the global user that you want to assign.

Pre-Functions Tab
Add Pre-functions	Pre-function is an action that will be triggered when the workflow reaches this step. To add a pre-function, do the following: a. Click the Add Pre-Functions button. b. Select a pre-function from the list. c. Complete the form as needed. d. Click Save.
Delete Pre-functions	Deletes the selected pre-functions. To delete a pre-function, do the following: a. Select the pre-function by selecting the check box. b. Click Delete pre-functions.

Post-Functions Tab
Add Post-functions	A post-function is an action that will be triggered when the workflow completes. a. Click the Add Post-functions button. b. Select a post-function from the list. c. Complete the form as needed. d. Click Save.
Delete Post-function	Deletes the selected post-functions. To delete a post-function, do the following: a. Select the post-function by selecting the check box. b. Click Delete post-functions.

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	Oracle Identity Analytics Business Administrator's Guide 11g Release 1