Workflow › Use Workflow Control - Template Method › Task or Event-Based Workflow › Event-Level Workflow › How to Configure Event-Level Workflow

How to Configure Event-Level Workflow

Event-level workflow begins when an event that is mapped to a workflow process is triggered. The task that triggered the event is placed in a pending state until the participant approves or rejects the task.

To configure non-policy based event-level 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 Events tab, select an event to map to a process template.

   The workflow mapping screen appears.

5. Select one of the following process templates from the Workflow Process list:
   • SingleStepApproval
   • TwoStageApprovalProcess
   • EscalationApprovalProcess

   The workflow mapping screen expands.

6. Configure participant resolvers as required by the process template.

   The participant requests are added to the process.

7. Click OK.

   CA Identity Manager saves your event-level workflow configuration.

8. Repeat steps 3 - 6 for each event you want under workflow control.
9. Click Submit.

   CA Identity Manager processes the task modification.

To configure policy-based event level workflow, see the Policy-Based Workflow section.

Note: The Workflow Process list includes processes for use with both the template method and the WorkPoint method:

• When a template method process is selected (either SingleStepApproval, TwoStageApprovalProcess, or EscalationApproval), the page expands to enable participant resolver configuration.
• When a WorkPoint method process is selected, the page does not expand. Participant resolvers are configured in WorkPoint Designer.