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Workflow examples

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.

Want to learn this properly?

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Check your understanding

  1. What do workflow examples show?

    • A. Approval routing and provisioning steps in the workflow XML model.
    • B. A unit of work in a workflow, such as an approval or provisioning action.
    • C. In a lower (non-production) environment first.
    Show answer

    A. Approval routing and provisioning steps in the workflow XML model.

    Approval routing and provisioning steps in the workflow XML model.

  2. What is a Step?

    • A. In a lower (non-production) environment first.
    • B. A unit of work in a workflow, such as an approval or provisioning action.
    • C. Approval routing and provisioning steps in the workflow XML model.
    Show answer

    B. A unit of work in a workflow, such as an approval or provisioning action.

    A unit of work in a workflow, such as an approval or provisioning action.

  3. Where should you test workflows?

    • A. In a lower (non-production) environment first.
    • B. Approval routing and provisioning steps in the workflow XML model.
    • C. A unit of work in a workflow, such as an approval or provisioning action.
    Show answer

    A. In a lower (non-production) environment first.

    In a lower (non-production) environment first.

Frequently asked questions

What does the term Workflow examples refer to in SailPoint?

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.

What is the practical takeaway on Workflow examples?

Start from the standard LCM workflows and customise. Keep branching shallow and logic in named rules. Add escalation so approvals cannot stall.

What tends to go wrong with Workflow examples?

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