Changing an entitlement workflow

As an administrator, you can change 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.

About this task

Before you begin, determine whether changes are also needed to access control items that apply to the workflow.

You can use the Workflow Designer page to change a workflow for either an account request or an access request.

Procedure

  1. From the navigation tree, select Design Workflows. Then, click either Manage Account Request Workflows or click Manage Access Request Workflows.
  2. In the page that is displayed, in the Search information field, type information about the workflow, and click Search.
    You can also type information about the service to which the account request workflow is associated, or information about the access to which the access request workflow is associated.
    Note: A search done by Access type returns only workflows that have an existing association with the access definition. To see all workflows, select Workflow as the search type.
  3. In the table that lists the available workflows, select the workflow that you want to modify, and click Change.
  4. In the General tab or the Activities tab, complete your changes. Then, click OK.
  5. On the Success page, click Close.

What to do next

You might make additional changes to an access control item, or associate this workflow with a different provisioning policy.