Reference: [Limited Early Access] What is the Policy Feature?
This page explains how to create a workflow using the "App Access Request" template in Josys's Workflows feature. For general information about workflows, please refer to the help page below.
Overview
This page explains how to create a workflow using the "App Access Request" template in Josys's Workflows feature. For general information about workflows, please refer to the help page below.
Reference: About the Workflows Feature
Target Audience
- IT Administrators
About This Template
This template allows you to set up a workflow after receiving app account provisioning or license change requests from the Employee Portal.
Reference: About the Employee Portal
What You Can Do
You can configure settings such as the following:
- Configure detailed post-request behaviors after receiving app account provisioning or license change requests from the Employee Portal.
- Assign approval tasks to specific assignees for the requests.
Workflow Configuration Example
With this template, you can set up a flow like the one shown below. This is just an example.
Workflow Triggers
This workflow is triggered when a request is received from the Employee Portal.
How to Create a Workflow
Trigger Settings
- Click "Workflows" from the Josys side menu.
- The template list will be displayed. Hover over the template you want to use and click "Create Workflow".
- Click "Next" in the bottom right corner.
App Settings
You can branch the workflow settings depending on which app was requested.
If you want to follow the same steps for all apps, select all apps.
Condition Settings
If the subsequent process changes depending on the requester's "Department" or "Job Title," set up the conditions. If you want the same behavior for all employees, click "Skip" in the bottom right corner.
- Set the conditions.
- Click "Next" in the bottom right corner.
Approval Settings
Next, configure the approval method after receiving a request. This setting is used when you want to assign an approver who is different from the "operator who actually provisions the account." If not needed, click "Skip" in the bottom right corner.
Select the option that best fits your needs from the three options below. Once selected, click "Next" in the bottom right corner.
| Action Name | Description |
|---|---|
| Auto-Approve | Select this option if you want requests to be approved immediately upon receipt. |
| Select Approver |
Select this option if you want to set up a manual approval process with designated individuals instead of auto-approval. Once selected, a dropdown menu will appear. Please select the users. By configuring this item, approval request emails will be sent to the designated approvers. |
| Auto-Reject Request | Select this option if you want requests to be automatically rejected upon receipt. |
Action Settings
Configure the actions you want to execute when this trigger occurs.
- Click "Add Action" to add an action. For details on each action, please refer to the link below.
About Actions That Can Be Configured in Workflows - Once configured, click "Next" in the bottom right corner.
💡 If no approver is set, tasks will be assigned directly to the manual task assignee as shown in the flow diagram below. If an approver is set, the task will be assigned to the approver before it is assigned to the manual task assignee.
Final Confirmation
The final confirmation page will open. Review the details and click "Save Workflow" in the bottom right corner.
If you do not want to enable the workflow yet, click the "Enable Workflow" toggle to disable it.