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:
Navigate to Administration > Workflows > Templates.
Click the Add button to create a new workflow template.
Enter a Name for the workflow template.
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.
Return to Administration > Workflows > Templates, select this template’s Actions menu and choose the Publish option.
Navigate to Administration > Workflows > Bindings.
Click the Add button to create a new workflow binding.
In the Templates dropdown menu, select the template created in the previous steps.
Populate the remaining options in the Binding and click Save when complete.
The User(s) assigned in the binding now has an auto-approved workflow assigned to them during the time periods and actions defined.