Workflow

Guide to enabling and using PingIDM workflows.

Starting with IDM 8.1, the legacy admin UI is deprecated and is no longer bundled with IDM. New deployments should use the Platform admin UI, which is the replacement for the legacy admin UI.

Both UIs are available as separate downloads from the Backstage download site:

To install the Platform admin UI, follow the steps in Install the Platform admin UI for standalone IDM.
To continue using the legacy admin UI, follow the steps in Install the legacy admin UI.

IDM provides an embedded workflow and business process engine based on Flowable and the Business Process Model and Notation (BPMN) 2.0 standard. This guide describes how to configure the workflow engine, and how to manage workflow tasks and processes using the REST interface and the admin UI.

Workflow Tools

Learn about BPMN 2.0 and the workflow tools.

Enable Workflows

Configure the workflow engine and datasource to enable workflows.

Invoke Workflows

Learn where and how to trigger workflows.

Custom Workflows

Create custom workflow templates.

Workflows are not supported with a DS repository. If you are using a DS repository for IDM data, you must configure a separate JDBC repository as the workflow datasource.