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3.0.0
3.0.0
  • Getting Started
    • What is Cymmetri?
    • Release Notes
    • Starting your Cymmetri Trial
    • Admin Dashboard
    • Accessing Cymmetri
    • Supported Web Browsers
    • Cymmetri Error Codes
    • Help
    • Personalization
      • General Configuration
      • Admins
      • Masters in Cymmetri
      • Personalize Notification Templates
      • Tenant Branding
      • Custom Attributes
  • Identity Hub
    • Managing Users and Groups
      • User Management
      • User Detail
      • Create Users
      • Create Groups
      • Importing Users
      • Assigning Users to Groups
      • Delegation
        • Setting up Delegation
        • Delegating Work to Delegatee
        • Accepting Delegation
      • Suspended Users
      • Archived Users
      • All Users Session
    • Authentication
      • Identity Provider
        • Internal IDP
          • Introduction
          • Internal Identity Provider Configuration: Cymmetri
          • Internal Identity Provider Configuration: Active Directory
          • Internal Identity Provider Configuration: LDAP
        • External IDP
          • Introduction
          • External Identity Provider Configuration - Google IDP
          • External Identity Provider Configuration - Azure IDP
          • External Identity Provider Configuration - Salesforce IDP
      • Service Provider
      • Authentication Rules
      • Password Policy
      • Global Auth Policy
      • Adaptive
    • Attribute Setting
    • Password Filter
    • Logs
      • Audit Log
      • Import History
      • Scheduler History
  • Lifecycle Management
    • Application Management
      • Support for Application Management
      • Getting Started
        • Introduction to Application Management
        • Adding Applications to be managed by Cymmetri
        • Assigning Applications to End Users
        • Dynamic Forms
        • Configuring Connector Server
      • Provisioning How to
        • Azure Provisioning
        • Active Directory (AD) Provisioning
        • Google Workspace Provisioning
        • LDAP Provisioning
        • Powershell Provisioning
        • REST Connector Provisioning
        • SCIM v2.0 Provisioning with Basic Authentication
        • SCIM 2.0 with Bearer Authentication
        • SCIM 2.0 with Fixed Bearer
        • Github Provisioning
      • Reconciliation How to
        • Configuring Reconciliation Process
      • Rules
        • Provisioning
        • Deprovisioning
    • Workflow Management
      • Workflow Configuration
      • Workflow Rules
      • Pending Workflows
      • Workflows List
    • Teams Config
    • Configuring Webhooks
  • Single Sign On
    • Introduction
    • SSO Configuration
      • SAML 2.0 Based SSO
      • API Based SSO
      • OpenID Connect Based SSO
    • Multifactor Authentication(MFA)
      • Introduction
      • Cymmetri Authenticator
      • Push Authenticator
      • Google Authenticator
      • SMS Authenticator
      • Secret Questions
      • FIDO Authenticator
      • Admin MFA Setting
    • Passwordless
      • Introduction
      • TOTP Based
      • OTP Based
      • Consent Based
      • FIDO Based
  • My Workspace
    • Getting Started
      • Introduction
      • First Time User Registration
      • End User Login Process
      • Forgot Password & Unlock Account
      • User Settings
    • How to use the My Workspace
      • Dashboard
      • My Access
      • Inbox
      • Team
      • On Behalf
  • Privileged Access Management
    • PAM Administration
      • Introduction to Privilege Access Management (PAM)
      • How to Access PAM in Cymmetri
      • Sub-Sections of PAM
      • Steps to configure PAM Server
      • Adding a device/ server in PAM
      • Vault User
      • Vaulting Configuration
      • Break Glass Configuration
      • PAM Reports and PAM History
      • Dormancy Disable Config
    • PAM Usage
      • Assign a server to a user
      • Access the server
  • Governance
    • Insights
      • Reports
      • Risk
    • Access Certification
      • Setting up and managing Access Reviews
  • Self-Service App
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  1. Lifecycle Management
  2. Workflow Management

Workflow Rules

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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