RapidIdentity Administrators' and Users' Guide

Workflow Actions

A workflow represents a business process that pulls data points from various locations in RapidIdentity, including user input during the associated entitlement and updated database attributes. The following steps are a very basic overview of the process required to create a workflow to automate business transactions within RapidIdentity. A specific example is also included.

  1. Log into RapidIdentity via a web browser: https://<your-host-name>.

  2. Select the Requests module from the module selector.

  3. Select Workflow from the left menu.

  4. Select the Add Workflow tile.

  5. To create a new workflow instead of adding a pre-existing one, click Create New +.

  6. Provide a name and an optional definition for the workflow.

  7. Create a Workflow action by clicking the vertical line connecting the Start Action to the End Action and then clicking the green +.

    1. Select the action to add from the list of available actions:

      • Ask Approval - Get approval from another user in the system before continuing, including the ability to escalate.

      • Check Condition - Perform a Boolean match on a specific expression and return either true or false.

      • Connect- Invoke a Connect Action Set.

      • Connect (Advanced) - Invoke a Connect Action Set and allow results values to be used later in the workflow.

      • Failed- Flag the workflow as failed.

      • Send Email - Trigger an email to be sent.

      • Update Form - Update a value in one of the form items.

  8. Create forms to capture user input and/or selections, including the ability to upload a file to the system (optional).


    It may be necessary to go back and forth between creating Workflow Actions and creating or editing the form, depending on workflow construction.

  9. Activate the workflow with the toggle switch at the top right of the screen.

  10. Save the workflow.