RapidIdentity Administrators' and Users' Guide

Example Workflow - Request Time Off

Use the following steps to create a simple workflow that a user can execute to Request Time Off. This workflow will then be used by the Time Off entitlement.

  1. Follow steps 1 through 6 of the General Steps for creating a Rapididentity Workflow.

  2. Name the workflow Request Time Off and provide a short description. Mark the workflow as Active.

  3. Click the vertical line connecting the Start Action to the End Action and select the green + sign.

    Workflow_Add_Action_1.png

    1. Select Ask Approval and click Next.

      Workflow_Ask_Approval.png

    2. Enter Ask Approval in the Name input area.

      Workflow_Ask_Approval_Details_1.png

    3. Begin typing your userID in the Approver input area and select your account when it is displayed.

      Workflow_Add_Approval_Details_2.png

    4. Click Create.

  4. Select Add Form (+) to capture the requested date.

    Workflow_Add_Form.png

    1. Use Request Time Off for the Display Name and select Add Form Item.

      Workflow_Add_Form_Item.png

    2. Choose Date Picker.

      Workflow_Date_Picker.png

      1. In the Details tab, enter Date in the Display Name input area (required), and enter 1 in the ID input area (required). Provide a short description (optional).

        Workflow_Date_Details_1.png

      2. In the Visibility Per Step tab:

        1. Select Editable in the Start Action dropdown.

        2. Select Required in the Ask Approval dropdown.

        3. Click Save to save the Date Picker field.

        Workflow_Date_Visibility_Tab.png

    3. Click Save again to save the Request Time Off form.

  5. Click Save again to save the Request Time Off workflow.

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