As an administrator, you
can create a workflow for either
an account request or an access request.
Before you begin
Depending on how your system administrator customized your system, you might not
have access to this task. To obtain access to this task or to have someone complete it for you,
contact your system administrator.
Before
you begin, determine whether additional access control items are needed
for the new workflow.
About this task
You can use the Workflow Designer page
to add a workflow to either an account request or an access request.
Procedure
- From the navigation tree, select Design Workflows.
Then, click either Manage Account Request Workflows or
click Manage Access Request Workflows.
- In the page that is displayed, in the table that
lists
the workflows, click Create.
-
In the General tab, complete the name
and description of the workflow, and select a business unit and service
type. Click other tabs to specify additional information. Then, either click
OK to save the changes or Apply to save your changes
and continue.
- In the Activities tab, complete
either a simple or an advanced workflow:
You can create
a simple workflow and convert it to an advanced one if you later decide
that you require more advanced capabilities. However, you cannot
convert an advanced workflow to a simple one. If you do so, all of
your advanced activities are discarded and you start with a new, simple
workflow.
| Option |
Description |
|---|
| Simple |
Click to add a workflow that consists of a linear series
of approval, mail, or request for information activities.
Complete
the activity name, participant type, and escalation time and escalation
participant type. Then, click OK.
|
|---|
| Advanced |
Click to add an advanced workflow potentially consisting of other types of activities, loops, and
conditional branches. The workflow designer appears.
Using the workflow designer,
specify the workflow. Click other tabs to specify additional information. Then, either click
OK to save the changes or Apply to save your changes
and continue.
|
|---|
- On the Success page, click Close.
What to do next
You might associate this workflow with
an access or account
entitlement.