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The Workflow List page serves as a comprehensive repository, showcasing a detailed overview of completed workflows, whether approved or rejected.
This tool provides at-a-glance insights into each workflow's essential information, including Topic,Workflow Level, Status, Group Name, Requestor, and Current Assignee. Users can efficiently navigate and assess the historical progression of tasks, gaining clarity on the completion of each workflow.
With a user-friendly interface, administrators can quickly get a view of all the completed workflows for managing and analyzing completed workflows
The Actions button allows to view further details about the workflow stage and details about approval and/ or rejection
Workflows may be configured for a number of use cases in the Cymmetri Platform, primary among them being for assigning application to a user (provisioning), unassigning application to a user (deprovisioning), user creation,application update and role assignment, workflow setup, and running campaigns.
Workflows can be categorized in two categories viz., Global Workflows and Custom Workflows.
In Cymmetri, workflows exhibit a versatile approval structure, accommodating upto 4 stages of approvals. Approvers can be designated as specific users, groups, or the reporting manager, offering a flexible and scalable solution.
This multi-stage approval capability ensures that critical tasks undergo a thorough and comprehensive review process.
Cymmetri allows the configuration of global provisioning workflows on a per-application basis.
The administrator selects the application for which the workflow needs to be configured and the selects the workflow menu option
Then enable the Application Provisioning radio button and select the number of approver level(s)
The administrator may select upto 4 approvers. Once selected the administrator can designate an approver at each level
For each stage, the administrator may select one of the three options -
User: A particular user may approve workflow request at this stage.
Group: A user belonging to the selected Group may approve Workflow request at this stage.
Reporting Manager: The reporting manager of the user for which the approval is to be provided may approve the workflow request at this stage. Click on save to save the workflow.
Cymmetri also allows to configure a Global User Creation Workflow. Here a workflow is triggered everytime a user is created from any source.
To access Global User Creation Workflow Configuration the administrator needs to go to Products->Lifecycle Management -> Workflow-> Configurations-> Global Configuration->User Creation
The administrator need to ensure that it is enabled and then click on the "Setup Workflow" button to configure the approvers
For User Creation Workflow as well the administrator can configure upto 4 stages of workflow and needs to click on the Add Stage button shown below to add a new stage.
To observe how to workflow runs in action, refer Inbox
Custom workflows can be configured and customized further by creating workflow rules.
To create Workflow Rules Navigate to Products -> Lifecycle Management -> Workflow -> Rules and click on the +Add New button
Following details need to be provided whenever a new rule is added: Name: (Mandatory)Name of the Worflow Rule
Workflow: (Mandatory) Need to select the custom workflow for which the rule will be applicable
Event: (Mandatory) Select event triggering the workflow, such as Application Provisioning, Deprovisioning, User Creation, Workflow Setup, Application Role, Application Update, Decommission Device, and more.
Description: (Optional) General description of the rule
Conditions:
Conditions and filters can be added for country, department, designation, login pattern, user type, application, application role, and workflow depending upon the event selected
Multiple conditions can be combined using AND/ OR operators
Conditions can also be grouped to evaluate to true or false as a group
Meta conditions can be added for application events if meta values are added for applications
Cymmetri provides administrators with a robust Custom Workflow feature, allowing for the creation and customization of workflows to streamline and optimize lifecycle management processes.
Navigate to Products -> Lifecycle Management -> Workflow -> Configurations -> Custom Configuration.
Click on the Add Workflow button to initiate the workflow creation process.
Configure the custom workflow by defining up to 4 stages of approvers, choosing from User, Group, or Reporting Manager.
Click on the Add New Stage button to add more stages(upto 4)
The Pending Workflows List page provides a consolidated view of all ongoing workflows awaiting approval or rejection.
The comprehensive snapshot enables administrators to quickly identify pending tasks, their current status, and the associated contextual details.This tool provides at-a-glance insights into each workflow's essential information, including Topic,Workflow Level, Status, Group Name, Requestor, and Current Assignee.
By providing a centralized location for pending workflows, this page allows Administrators to effortlessly track the progression of tasks, ensuring timely reviews and approvals.
