What are Workflows?
  • 31 Jan 2025
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What are Workflows?

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Article summary

Topics we will cover:

  • What are Workflows?

  • What are Triggers, Actions, and Conditions?

  • Creating, Modifying, and Deleting Workflows.


What are Workflows?

Workflows are an action, or groups of actions, that are processed when the workflow is triggered. A Workflow has three main components: Trigger, Action(s), and Condition(s) (optional).

An example Workflow would be Self-service Application Access Request - Auto Approve. When a user submits an Access Request through the Self-Service Portal (SSP), AND the Application is configured to Automatically Approve requests, it will then process the request and approve the provisioning.


What are Triggers, Actions, and Conditions?

Triggers

Triggers are actions that occur within Clarity that prompt a Workflow to activate.

Related Article

Check out Workflow Triggers to learn more.

Workflow Triggers selections

Actions

Actions are the events that are run when a Workflow is triggered. You can have multiple actions in a chain within your Workflows.

Related Articles

Check out Workflow Actions to learn more,

Workflow Actions selections

Conditions

Conditions are the final step in the Workflow process. Here you can specify different criteria to apply to your Workflow and the Actions being taken. For example: you can state that an Identity must be Inactive, or for the Workflow to trigger at a certain Date and/or Time.

Related Article

Check out Workflow Conditions to learn more.

Workflows Conditions selections


Creating, Modifying, and Deleting Workflows

Creating

You can create a Workflow by going to Settings > Workflows within your Clarity tenant and selecting the Add New Workflow button.

Modifying

You can edit the Trigger (see below), Actions, Conditions, Name and Description of your Workflows from the Workflows configuration page (look for the Pencil icon in the top right to change Name and Description).

Note on Modifying Triggers

You can only delete a trigger from a workflow if the workflow in question has never been triggered, this is done to prevent a workflow from drastically changing context once it has been utilized.

Deleting

Workflows cannot be deleted at this time, but you can remove all the set the workflow to Inactive to disable the workflow.


Need help?

If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.


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