Option Pack › Creating Policies with Policy Xpress › WorkPoint Workflow Integration

WorkPoint Workflow Integration

Policy Xpress integrates with WorkPoint approval processes, generated by Identity Manager. This allows logic to be triggered when workflow processes are executed. For example, to print out the names of the approvers appointed by the workflow process.

Workflow integration requires deploying an agent on the WorkPoint activity that notifies Policy Xpress that the approval step is occurring.

All Option Pack default workflow processes and workflow processes created within the Option Pack include the agent automatically.

To add the agent:

1. Open WorkPoint Designer and edit the required process.
2. Open the relevant approval activity (displayed as an image of a running man).
3. Navigate to the agents tab.
4. Add the "StateWorkpointListener-Agent" to the Asynchronous section.
5. Save the process.

Note: Not all new workflow processes with the previous configuration trigger Policy Xpress. If a policy of type Workflow has this process name set as the trigger, it is evaluated.

Not all actions or data elements are applicable to workflow. Refer to the individual plug-in for restrictions.

Example

To get the list of approvers, you can use the Approvers list data element under the Workflow category. This retrieves either the login names of the approvers or their email addresses.
This information can have various uses, such as sending an email to the approvers to notify them that an approval is required.