Administration Guide › Workflow › Policy-Based Workflow › Policy Examples

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 a 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