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How to Create an Automatically Approved Workflow

There may be scenarios or time periods (Time Selectors) where you will still want to require a user to Request Access, however you want this request to be automatically approved. The benefits for this are:

  • The user will still need to request access therefore supplying a reason and a requested time period.
  • The workflow request will become an event in both the System Audit Log and the Workflow Instance log.
  • Provides the ability to customize time periods where users may need immediate access when approvers may be unavailable to process their request in a timely manner (i.e. Weekends and Holidays).

To create an auto-approved workflow:

1

Navigate to Administration > Workflows > Templates.

2

Click the Add button to create a new workflow template.

3

Enter a Name for the workflow template.

4

Do not add a principal to Step 1. A single step with no assigned Principals is considered an auto-approved template. Click the Save button.

XTAM Template Auto Approval

5

Return to Administration > Workflows > Templates, select this template’s Actions menu and choose the Publish option.

6

Navigate to Administration > Workflows > Bindings.

7

Click the Add button to create a new workflow binding.

8

In the Templates dropdown menu, select the template created in the previous steps.

9

Populate the remaining options in the Binding and click Save when complete.

XTAM Binding Auto Approval

 
The User(s) assigned in the binding now has an auto-approved workflow assigned to them during the time periods and actions defined.

 
 

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