Create a Workflow Template for Tasks

A Workflow template lets an administrator configure a template for nonpolicy based workflows for specific events in the current environment. You can then select this template to apply to specific events.
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A Workflow template lets an administrator configure a template for nonpolicy based workflows for specific events in the current environment. You can then select this template to apply to specific events.
Ensure to enable Workflows within your environment by opening the management Console, and then selecting 
Home, Environments, <Environment Name>, Advanced Settings, Workflow, 
and then selecting the 
Enabled
 checkbox.
 
Follow these steps:
 
  1. Select 
    System
    Workflow
    Create Workflow Template
     to display the 
    Create Workflow Template 
    screen.
  2. Complete the screen, and note the following fields:
  •  
    Workflow Definition Identifier
    : This attribute is used by the Portal.
  •  
    Primary Managed Object Type
    : Selecting one displays the corresponding events that can apply to the Object type, in the 
    Events
     field. Selecting None or [blank] displays all events.
  •  
    Events
    : Select the events to associate with the template.
  •  
    Workflow Process
    : Select the workflow process associated with events in this template.
  1. Selecting a Workflow Process displays the participant resolver configurations. Specify approvers as described onscreen. For example, you might have to determine a Technical, Business, and a Default approver, depending on the selected workflow process.
  2. Select 
    Submit
    .
Associate a Workflow Template with an Event
Admins can associate a workflow template to an event by modifying admin task if the event is configured in the workflow template. If so, triggering the event starts the workflow process that is defined in the workflow template.
 
Follow these steps:
 
  1. Select 
    System
    Roles and Tasks
    Admin Tasks
    , and then either 
    Create Admin Task
    , or 
    Modify Admin Task
    . The Select Admin Task screen appears.
  2. Search for the task you want to use with a workflow template, and then 
    Select
    . A Modify (or Create) Admin Task screen appears.
  3. On the 
    Profile
     tab, verify that 
    Enable Workflow
     is selected
  4. Administer the Admin Task as desired.
  5. On the
     Events
     tab, select an event to map to a workflow template. The workflow mapping screen appears.
    Note:
     If an event in the Admin task is configured in a workflow template, selecting the event displays the 
    Workflow Template Based
     option
  6. In the 
    Workflow Template Based
     drop down list, select a workflow template. Selecting a workflow template applies the Workflow process described in the template to the event. The workflow mapping screen expands.
  7. Configure participant resolvers as required by the process template. The participant requests are added to the process.
  8. Select 
    OK
    . CA Identity Manager saves your event-level workflow configuration.
  9. Repeat steps 5 - 7 for each event you want using a workflow template.
  10. Select Submit.
For more information, refer to How to Configure Event-Level Workflow.