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Workflows · Lesson

Workflow basics

Quick answer

How SailPoint IdentityIQ workflows work: the workflow engine, process definitions, steps, variables and when workflows run.

Key takeaways

  • Workflows are XML Workflow objects run by the IdentityIQ workflow engine
  • Steps are connected by transitions from Start to Stop
  • They power Lifecycle Manager, refresh and certification remediation
  • State is persisted so long-running approvals survive restarts

What a workflow is

A workflow in SailPoint IdentityIQ is a business process modelled as a Workflow object (XML) and executed by the workflow engine. It orchestrates the steps that run when identities change, access is requested, or a lifecycle event fires.

The workflow engine

The engine walks a process definition from a Start step to a Stop step, following transitions. Each step can run a script, call a rule, launch a subprocess, or wait for an approval. State is persisted so long-running processes survive restarts.

Where workflows are used

Workflows drive Lifecycle Manager (access requests, joiner/mover/leaver), identity refresh triggers, certification remediation and custom automation. They are the glue between an event and the provisioning that results.

Anatomy of a Workflow object

Every workflow has variables, steps, transitions and optional handlers. You edit them in the Business Process Editor or directly in XML for full control.

Want to learn this properly?

Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. What executes a SailPoint workflow?

    • A. The connector
    • B. The workflow engine
    • C. The task scheduler only
    • D. The UI
    Show answer

    B. The workflow engine

    The workflow engine walks the process definition and runs each step.

Frequently asked questions

What does the term Workflow Basics refer to in SailPoint?

A workflow in SailPoint IdentityIQ is a business process modelled as a Workflow object (XML) and executed by the workflow engine. It orchestrates the steps that run when identities change, access is requested, or a lifecycle event fires.

What is the place of Workflow Basics in the joiner-mover-leaver lifecycle?

Workflows drive Lifecycle Manager (access requests, joiner/mover/leaver), identity refresh triggers, certification remediation and custom automation.

What is worth remembering about Workflow Basics in practice?

The engine walks a process definition from a Start step to a Stop step, following transitions.
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