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Examples · LessonReviewed by Imran Q, SailPoint Trainer, 7 yrs · Updated · Published · IdentityIQ 8.4 · all levels

SailPoint Workflow examples

Example IdentityIQ workflows for approvals and provisioning.

Quick answer

These workflow examples show approval routing and provisioning steps in the IdentityIQ workflow XML model.

Key takeaways
  • Approval and provisioning workflows
  • Step, approval and transition patterns
  • Adapt to your process
  • Test in a lower environment first

Workflows orchestrate approvals and provisioning as ordered steps in XML. These examples show the core patterns, an approval step, a transition, and calling a rule, that combine into real processes.

A manager-approval step

<Step name="Manager Approval">
  <Approval owner="ref:manager">
    <Arg name="workItemDescription" value="Approve access request"/>
  </Approval>
  <Transition to="Provision"/>
</Step>

Branching with a transition

<Transition to="High Risk Approval" when="script:identity.getAttribute(riskScore) > 500"/>
<Transition to="Provision"/>

Computing an approver in a step

<Step name="Compute Approver" resultVariable="approver">
  <Script><Source>return roleOwner != null ? roleOwner : identity.getManager();</Source></Script>
  <Transition to="Approval"/>
</Step>

Guidance

  • Start from the standard LCM workflows and customise.
  • Keep branching shallow and logic in named rules.
  • Add escalation so approvals cannot stall.
  • Test in a lower environment, a broken workflow blocks real access.

Common pitfalls

  • Deeply nested transitions that are impossible to debug.
  • No escalation on approvals.
  • Deploying untested workflow changes.
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