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Workflows · LessonBy , SailPoint Trainer, 7 yrs · Published · IdentityIQ 8.4 · all levels

Approval workflows

Approval schemes, work items, escalations and parallel vs serial approvals in SailPoint IdentityIQ workflows.

Quick answer

Approval schemes, work items, escalations and parallel vs serial approvals in SailPoint IdentityIQ workflows.

Key takeaways
  • Approval steps create work items and pause the workflow
  • Schemes: serial, parallel, parallelPoll, any-of
  • Approvers resolve from managers, owners or scripts
  • Escalation, reminders and e-signatures harden the process

Approval steps and work items

An approval step creates work items assigned to approvers. Until they act, the workflow waits; their decisions populate the approvalSet for downstream steps.

Approval schemes

Serial, parallel, parallelPoll and any-of schemes control whether approvers act in sequence or together and how many must approve.

Owners and escalation

Approvers are resolved from owners, managers, role owners or scripts. Escalation and reminder rules move stalled work items along.

Electronic signatures

Sensitive approvals can require an e-signature, capturing an auditable record of who approved what and when.

Practice challenge

+0 XPStreak ×0
Question 1 of 1
What does an approval step create for approvers?

Frequently asked questions

What is another point to note about Approval Workflows?
Serial, parallel, parallelPoll and any-of schemes control whether approvers act in sequence or together and how many must approve.
What else is worth knowing about Approval Workflows?
Approvers are resolved from owners, managers, role owners or scripts.
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