Workflows allow an administrator to define the behavior of Password Manager: what tasks and with what configuration are available to users and helpdesk operators. Workflows are divided into two categories: self-service and helpdesk.
Self-service workflows define the behavior of the Self-Service site. All configured and enabled self-service workflows will be available on the Self-Service site as tasks available to Password Manager users. To modify the task behavior, edit the corresponding workflow.
Helpdesk workflows define the behavior of the Helpdesk site. All configured and enabled helpdesk workflows will be available on the Helpdesk site as tasks available to helpdesk operators. To modify the task behavior, edit the corresponding workflow.
A workflow consists of activities; each activity can be configured independently of other activities.
Activities are grouped into three categories: authentication, actions and notifications. You can also create custom activities. For more information, see Custom Activities.
Authentication activities are a group of activities that provide different authentication options, for example authentication with password or Questions and Answers profiles, or phone-based authentication.
All available activities are displayed in the left pane of a workflow designer. To add an activity to a workflow, simply drag the activity to the right pane of the workflow designer. To remove an activity, click the Remove link on the activity box.
The right pane of the workflow designer displays a workflow structure: which activities should be performed and in what order. The activities are executed in the order they appear in the workflow designer. You can change their order by moving activities up or down in the workflow designer.
If no errors occur during a workflow execution, the workflow state is success. In this state, all activities present in the workflow are performed except Email user if workflow fails, Email administrator if workflow fails, Lock Q&A profile, and Restart workflow if error occurs.
If an error occurs when performing an activity, the failure state is set for the workflow. After this, only the following activities are performed (if such activities are present in the workflow): Email user if workflow fails, Email administrator if workflow fails, Lock Q&A profile, and Restart workflow if error occurs. Note that the Restart workflow if error occurs activity resets the workflow state to success and reruns the workflow from the beginning.
If a critical error occurs, for example user’s account or Q&A profile gets locked, the critical error state is set for the workflow. Then only the Email user if workflow fails and Email administrator if workflow fails activities are performed, if they are included in the workflow. After these activities are performed, the workflow is stopped.
The language settings allow you to specify a custom name and description of a workflow for the Self-Service or Helpdesk site in the default and additional languages (only the languages to which the Self-Service and Helpdesk sites are localized are available).
To specify language settings
To specify availability settings