PingOne Advanced Identity Cloud

Workflow event

The Advanced Identity Cloud admin UI provides simple steps to set up a workflow event using the campaign template format.

The following table lists the sections that you must follow to set up a workflow event template.

Section Description

Create a new workflow event

Create a new workflow event.

Event trigger

Type of event trigger.

Event action

Type of action to take when the trigger occurs.

Event details

General event details of the template.

Summary

Summary of your selected sections.

Create a new workflow event

  1. On the Advanced Identity Cloud admin UI, click Governance > Events.

  2. On the Governance Events page, click New Event. The New Event modal appears.

Event trigger

This section sets the type of event trigger for your workflow.

  1. On the New Event modal, select an event trigger:

    • User created. Trigger an action when a user is created.

    • User updated. Trigger an action when a user is updated.

  2. Click Next.

Event action

This section sets the type of action for your workflow when the event is triggered.

  1. On the New Event modal, review the event actions, and click Workflow:

    • Certification. Trigger a certification campaign when an event occurs.

    • Workflow. Trigger a workflow when an event occurs.

  2. Click Next.

Event details

  • On the Event Details modal, complete the following fields, and click Next.

    Field Description

    Event Name

    Display name for the event.

    Event Description

    Optional. Enter a general description for the event. Your company should follow a descriptive convention to describe each of your events.

    Event Owners

    Enter the owner(s) of the event. Only owners can fully control their events, including event decisions, event assignment changes, sign off, and more.

    Trigger for

    Determine the users for which to apply the trigger. Options are:

    • All users. Trigger for all users in your system.

    • A subset of users. Trigger for a subset of users in your system. This option opens a filter to set up your users.

      Event filter

      governance event filter

      • 1 Trigger if All or Any conditions are met.

      • 2 Previous value of

        • Previous value of (appears for User created triggers)

        • Current value of (appears for User created triggers)

        • Before (appears for User updated triggers)

        • After (appears for User updated triggers)

      • 3 Type to search: Select an attribute from the list.

      • 4 Conditions:

        • Contains

        • Does not contain

        • Is

        • Is not

        • Is present

        • Is not present

        • Starts with

        • Does not start with

        • GTE

        • GT

        • LTE

        • LT

      • 5 Enter a value for your filtered condition.

      • 6 Click to add the condition.

      • 7 Click Advanced Editor.

Workflow details

This section sets the details for your workflow when the event is triggered.

  • On the New Workflow Event modal, complete the following fields, and click Next.

    Field Description

    Workflow

    Select the workflow from the list.

    Workflow Variables

    Optional. Specify variables to pass to the event, and its value. Click to add the variable.

Summary

The Summary section is the final section in creating a template. It gives a breakdown of each section in the template, allowing for a review.

Summary steps:

  1. Review each section.

  2. Click Save to complete the template. Your event appears on the Events page.