Previous Topic: Attributes Highlighted as Changed on Workflow Approval Screens

Next Topic: How to Configure Policy-Based Workflow for Events


Policy Examples

The following business use case examples demonstrate how you can apply workflow approval policies for an event:

Example 1:

Use Case – An administrator modifies a relational database account belonging to an employee.

Admin Task – ModifyMSSQLAccount

Event – ModifyMSSQLAccountEvent

Approval Rule – User where (Title = RDBAcctManager)

Workflow Process – ModAcctApproval (custom workflow process)

Object – Initiator of the task

Evaluation – Always evaluate the rule

Example 2:

Use Case – An administrator modifies an employee's salary to reflect a new raise.

Admin Task – Modify User

Event – ModifyUserEvent

Approval Rule – User where (Salary >= 100000)

Workflow Process – SalaryChangeApproval (custom workflow process)

Object – Primary object of the event (user)

Evaluation – Evaluate only when the Salary attribute changes

Example 3:

Use Case – An administrator adds a user to the Contractors group when that user’s title changes to Contractor. This example could be divided into the following two approval policies:

Policy 1:

Admin Task – Modify User

Event – ModifyUserEvent

Approval Rule – User where (Title = Contractor)

Workflow Process – SingleStepApproval (default process template)

Object – Primary object of the event (user)

Evaluation – Evaluate only when the Title attribute changes

Policy 2:

Admin Task – Modify Group (or Modify Group Membership)

Event – AddToGroup

Approval Rule – Group where (Group Name = Contractors)

Workflow Process – SingleStepApproval (default process template)

Object – Secondary object of the event (group)

Evaluation – Always evaluate the rule

The following business use case examples demonstrate how you can apply workflow approval policies for a task:

Example 1:

Use Case – An administrator modifies an Active Directory account belonging to an employee.

Admin Task – ModifyActiveDirectoryAccount

Object – Initiator of the task

Approval Rule – User where (Title = ActiveDirectoryManager)

Workflow Process – Single Step Approval

Evaluation – Always evaluate the rule

Example 2:

Use Case – An administrator modifies a user whose employee code is HighSecurity.

Admin Task – Modify User

Object – Primary Object of the Task

Approval Rule – User where (employeenumber = HighSecurity)

Workflow Process – Single Step Approval

Evaluation – Always evaluate the rule

Example 3:

Use Case – An administrator modifies a user to assign admin roles CheckApprover and CheckSigner.

Admin Task – Modify User

Object – Identity Policy Violation

Approval Rule – IdentityPolicy where (Name = CheckRoles)

Workflow Process – Single Step Approval

Evaluation – Always evaluate the rule