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How to Configure Policy-Based Workflow for Events

The procedure for configuring policy-based workflow is similar to that for configuring event-level workflow, with the additional steps of defining the approval policies which determine whether the workflow executes.

To Configure Policy-Based Workflow

1. In the User Console, select Roles and Tasks, Admin Tasks, Modify (or Create) Admin Task.

   A Select Admin Task screen appears.

2. Search for the task you want under workflow control, and click Select.

   A Modify (or Create) Admin Task screen appears.

3. On the Profile tab, verify that Enable Workflow is checked.
4. On the Events tab, select an event to map to a process template.

   The workflow mapping screen appears.

5. Select the Policy-Based radio button, and then click Add.

   The Approval Policy screen appears.

6. Configure an approval policy.
7. Configure participant resolvers as required by your selected workflow process.

   The participant requests are added to the process.

8. Click OK.

   CA Identity Manager saves your event-level workflow configuration.

9. Click Submit.

   CA Identity Manager processes the task modification.

Note: The Workflow Process list includes processes for use with both the template method and the WorkPoint method:

• When a template method process is selected (either SingleStepApproval, TwoStageApprovalProcess, or EscalationApproval), the page expands to enable participant resolver configuration.
• When a WorkPoint method process is selected, the page does not expand. Participant resolvers are configured in WorkPoint Designer.

More Information:

Participant Resolvers: WorkPoint Method

How to Configure an Approval Policy