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Objects · Lesson

Workflow

Quick answer

A Workflow defines a sequence of steps, approvals, notifications, provisioning, that automate a governance process.

Key takeaways

  • What the Workflow object represents
  • Key attributes and relationships
  • How it is created and maintained
  • Where it appears in governance

The Workflow object defines a configurable business process, a sequence of steps, approvals, notifications and provisioning actions, that IdentityIQ executes automatically. Workflows orchestrate the multi-step processes behind access requests, lifecycle events and custom automation.

Anatomy of a workflow

  • Steps: units of work, which can call rules, set variables, or invoke provisioning.
  • Approvals: steps that generate work items and wait for a human decision.
  • Transitions: conditional paths between steps, allowing branching logic.
  • Variables: data carried through the process.

What triggers a workflow

Workflows are launched by events, an access request, a lifecycle event, or a custom trigger, and run to completion, pausing at approvals and resuming when they are answered. IdentityIQ ships standard workflows (for example LCM provisioning) that you customise rather than building from scratch.

Rules within workflows

Steps can invoke BeanShell rules for custom logic, computing an approver, transforming data, deciding a branch. This is where much customisation lives, so the same discipline applies: keep the logic small, tested and documented.

Designing maintainable workflows

Favour clarity over cleverness. Deeply branched, heavily-scripted workflows become impossible to reason about and debug. Use standard patterns, keep custom logic in well-named rules, and always test in a lower environment before production, a stuck or looping workflow can hold up real access.

Common pitfalls

  • Over-complex workflows that no one can safely change.
  • Untested changes deployed straight to production.
  • No escalation on approval steps, so processes stall on inaction.

Want to learn this properly?

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Check your understanding

  1. What is a Workflow?

    • A. A configurable multi-step business process such as approval and provisioning.
    • B. Call rules, wait for approvals, send notifications and branch on conditions.
    • C. Events like access requests or lifecycle changes.
    Show answer

    A. A configurable multi-step business process such as approval and provisioning.

    A configurable multi-step business process such as approval and provisioning.

  2. What can workflow steps do?

    • A. A configurable multi-step business process such as approval and provisioning.
    • B. Call rules, wait for approvals, send notifications and branch on conditions.
    • C. Events like access requests or lifecycle changes.
    Show answer

    B. Call rules, wait for approvals, send notifications and branch on conditions.

    Call rules, wait for approvals, send notifications and branch on conditions.

  3. What triggers workflows?

    • A. A configurable multi-step business process such as approval and provisioning.
    • B. Events like access requests or lifecycle changes.
    • C. Call rules, wait for approvals, send notifications and branch on conditions.
    Show answer

    B. Events like access requests or lifecycle changes.

    Events like access requests or lifecycle changes.

Frequently asked questions

What does the term Workflow object refer to in SailPoint?

The Workflow object defines a configurable business process, a sequence of steps, approvals, notifications and provisioning actions, that IdentityIQ executes automatically. Workflows orchestrate the multi-step processes behind access requests, lifecycle events and custom automation.

What is worth remembering about Workflow object in practice?

Workflows are launched by events, an access request, a lifecycle event, or a custom trigger, and run to completion, pausing at approvals and resuming when they are answered.

What is another point to note about Workflow object?

IdentityIQ ships standard workflows (for example LCM provisioning) that you customise rather than building from scratch.

What tends to go wrong with Workflow object?

Over-complex workflows that no one can safely change. Untested changes deployed straight to production. No escalation on approval steps, so processes stall on inaction.
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