Tasks

The Tasks section displays all pending tasks the user has on the supported systems that were configured in CA Identity Portal. For example: pending certification campaigns in CA Identity Governance or pending work items in CA Identity Manager. "Tasks" is available from the landing page ("Home"), from the top navigation menu or from the "Dashboard". There are two available task types in CA Identity Portal:
cis141
The Tasks section displays all pending tasks the user has on the supported systems that were configured in CA Identity Portal. For example: pending certification campaigns in CA Identity Governance or pending work items in CA Identity Manager. "Tasks" is available from the landing page ("Home"), from the top navigation menu or from the "Dashboard". There are two available task types in CA Identity Portal:
Approvals
Any request or action the end user performs in CA Identity Portal can potentially result in an approval workflow. This is dependent on backend configuration in the supporting system (for example: CA Identity Manager workflow). If a workflow work item exists in the connected system CA Identity Portal will automatically display it in "Tasks". Any work item is displayed here even if it wasn't generated in CA Identity Portal. Work items generated in CA Identity Portal will have a request ID whereas work items generated directly in the backend system will not have a CA Identity Portal request ID. Work items can be approved/rejected or any other action that was defined in the backend system. Once in action is taken on an approval item it is removed from the list.
"Approvals" tab is divided into three panes:
  1. Left pane – displays the list of pending work items. The list can be filtered by any of the displayed fields. A user can search on the approvals using one of the following processes:
    1. Typing in the table top search bar his desired filter, the filter will automatically determine what the user is attempting to search for and perform the desired search.
    2. Using the advanced search – available using the small down arrow, the user can specifically define the search condition on the approvals. Available search conditions are:
      1. By requester
      2. By target user
      3. By date range
      4. By Id
    3. Searching in historical approvals – this feature enables users to view approvals that they already attended. To enable this feature, the user needs to check the "search in tasks archive". Once that feature is enabled the user will also be able to search by action.
  2. Middle pane – displays the details of the selected request.
    1. Request Information – this tab contains the original request only and only the requested item that is relevant to the approver reviewing the request.
    2. Process Information – this tab is optional and it depends on the configuration of an approval task; refer to "Task Configuration" section for more information. This tab can be editable in case an original request needs to be modified or approvers are required to provide additional input.
    3. Advanced Information – this tab displays the entire information in the approval task in an unedited able/raw form.
  3. Right pane – displays the request history similarly to the timeline view of "My Requests". The timeline details the flow of the requested item – submitter, approver, implementer etc. and the status of each step of the workflow. The user can hover over the name of the approvers and view additional information about the user (or group of users). That information is configurable; refer to "UI Configuration" section for more information. The approver can leave a comment and then click a button to perform the desired action. The default actions are approve/reject but more actions are available based on the button configuration of the connected task; refer to "Task Configuration" section for more information.
Implementations
Implementation tasks are approval tasks that have some configuration on them telling CA Identity Portal this is actually an implementation. In CA Identity Manager this is done by setting a user data on the Workpoint activity node; refer to Approval Workflow.
When a work item is interpreted in CA Identity Portal as an implementation task instead of an approval task, all CA Identity Portal does is display the item under "Implementations" tab instead of "Approvals" and display "Implement" action button instead of the "Approve/Reject" actions. Refer to "Approvals" section for more information on what is displayed here.