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How to Configure Policy-Based Workflow for Tasks

The procedure for configuring policy-based workflow for tasks is similar to that for configuring task-level workflow, with the additional steps of defining the approval policies which determine whether the workflow executes.

To Configure Policy-Based Workflow

1. In the User Console, select Roles and Tasks, Admin Tasks, Modify (or Create) Admin Task.

   A Select Admin Task screen appears.

2. Search for the task you want under workflow control, and click Select.

   A Modify (or Create) Admin Task screen appears.

3. On the Profile tab, verify that Enable Workflow is checked
4. On the Profile tab, click on the pencil icon next to the Workflow Process field

   The workflow mapping screen appears.

5. Select the Policy-Based radio button, and then click Add.

   The Approval Policy screen appears.

6. Configure an approval policy.
7. Configure participant resolvers as required by your selected workflow process.

   The participant requests are added to the process.

8. Click OK.

   CA Identity Manager saves your task-level workflow configuration.

9. Click Submit.

   CA Identity Manager processes the task modification.

Note: The Workflow Process list includes processes for use with the template method for task-level policy-based workflow:

• When a template method process is selected (either SingleStepApproval or TwoStageApprovalProcess), the page expands to enable participant resolver configuration.

More Information

How to Configure an Approval Policy