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Human approval routing within the workflow (Still use the legacy UI e.g., User Decision Forms.)
Approval Flow Engine.
This lesson provides an overview of these two approval types.
1) Limitations of Legacy Workflow Approval:
The legacy workflow system in EmpowerID (User Decision Form) had limitations in handling multiple approval steps and complex approval processes, especially for different types of objects or resources.
Single Approval Step:
Legacy workflows typically allowed only a single approval step for actions like adding an account to a group. This limited flexibility in handling complex approval scenarios.
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Key Features of the Approval Flow Engine:
Dynamic Approval Routing
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Approval Flow Policies.
Approval Flow Engine decouples approval processes from the main workflow, allowing for more flexibility in designing approval flows.
Approval Flow Policies and Rules
Approval Flow Policies play a pivotal role in the Approval Flow Engine. These policies define the sequence of approval steps and criteria for specific authorization processes.
Rule-Based Approver Resolvers:
Empower organizations to dynamically determine approvers based on specific criteria or conditions.
Fallback and Auto-Approval Rules:
Understand the use of fallback rules to ensure approvals don't get stuck and how auto-approval rules can streamline the process for certain cases.
Approval Flow Policies
Understanding Approval Flow Policies: Approval flow policies are templates that define the approval steps and conditions for specific request types. They serve as a blueprint for the approval process.
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Cascading Logic for Policy Selection: The system uses cascading logic to determine which approval flow policy applies to a request. It checks for policies at different levels and selects the most specific one.
Fulfillment Workflows
Introduction to Fulfillment Workflows: Fulfillment workflows are responsible for executing actions once a request is approved. They can include tasks such as granting access, provisioning resources, or notifying stakeholders.
Customizing Fulfillment Workflows for Request Types:
Organizations can customize fulfillment workflows to align with the actions required for specific request types. This customization ensures that the appropriate tasks are executed upon approval.
Handling Decisions and Actions in Fulfillment Workflows:
Fulfillment workflows must be designed to handle different decisions made during the approval process. They determine what actions to take based on these decisions.
Advanced Configurations
Using Decision Workflows for Complex Approval Scenarios: Decision workflows enable organizations to handle complex approval scenarios by allowing approvers to make multiple decisions or choose from various actions.
Integrating External Systems with Fulfillment Workflows:
Fulfillment workflows can integrate with external systems, such as ticketing systems or other applications, to automate tasks outside the core system.
Managing Time Restrictions and Just-In-Time Access:
Organizations can enforce time restrictions on approvals to ensure that access is granted for a limited duration. Just-in-time access allows users to activate permissions only when needed.
Module Title: Advanced Business Request Types and Workflows
Understanding Business Request Types and Workflows
Overview of Business Request Types: Business request types are templates or categories used to automate and streamline various organizational requests. These requests can encompass actions such as user onboarding, access permissions, or resource provisioning.
Benefits of Business Request Types:
Workflow Streamlining: Business request types simplify and automate processes, reducing manual effort.
Consistency: They ensure standardized handling of requests and compliance with predefined approval processes.
Efficiency Gains: Automation of routine tasks saves time and resources.
Role of Approval Workflows: Approval workflows define the steps required for request approval, ensuring proper review by relevant stakeholders while maintaining security and compliance.
Purpose and Benefits of Business Request Types:
Tracking and Auditing: Business request types provide a structured way to track and audit requests, improving accountability.
Efficiency: By automating routine tasks, organizations can save time and resources.
Role of Approval Workflows in Request Processing: Approval workflows define the sequence of steps that a request must go through before it is approved or rejected. These workflows ensure that the appropriate stakeholders review and approve requests, maintaining security and compliance.
Configuring Business Request Types
Creating Custom Business Request Types: Organizations can create custom business request types tailored to their specific needs. These types define the nature of the request and the associated workflows.
Setting Up Approval Policies for Request Types: Approval policies determine the approval process for each request type. This includes specifying who needs to approve requests and the conditions under which approval is granted.
Differentiating Between Global and Item-Specific Approvals: Global approvals apply to all requests of a certain type, while item-specific approvals allow for variations in the approval process based on individual requests.
Advanced Workflow Configuration and Business Request Management
Approval Workflow Basics: Approval workflows define the steps and conditions required for request approval, ensuring compliance and proper review.
Business Request Generation: Exploring the options for generating business requests from workflows, including the "generate business request item" setting.