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Original file line number Diff line number Diff line change
Expand Up @@ -17,17 +17,17 @@ Functions discussed in this topic are licensed under different add-ons. See the

## Specify a Default Approver

You can designate a recipient as the default approver for workflow requests. Requests are routed to
this recipient based on the following rules:
You can designate a recipient as the default approver for workflow requests. Directory Manager routes
requests to this recipient based on the following rules:

- When approver acceleration is not enabled, the applicable rules are discussed in the
- When approver acceleration isn't enabled, the applicable rules are discussed in the
[Workflow Approval Scenarios](overview.md#workflow-approval-scenarios) topic.
- When approver acceleration is enabled:

- A request is sent to the default approver when the last approver in the acceleration chain
does not approve or deny it within the specific number of days.
- A request is routed to the default approver when the hierarchy breaks at any point in the
acceleration chain. For example, if the maximum acceleration level is set to 3 but there is no
- Directory Manager sends a request to the default approver when the last approver in the
acceleration chain doesn't approve or deny it within the specific number of days.
- Directory Manager routes a request to the default approver when the hierarchy breaks at any
point in the acceleration chain. For example, if the maximum acceleration level is set to 3 but there is no
recipient to accelerate the request after second level acceleration, the request goes to the
default approver.

Expand Down Expand Up @@ -92,4 +92,4 @@ example, you can delete the ‘denied’ requests that are old by 30 days or mor
## Integrate with Microsoft Power Automate

You can also link your Power Automate flows to Directory Manager workflows. For details, see the
[Integrate with Power Automate](/docs/directorymanager/11.1/admincenter/workflow/integrate.md) topic.
[Integrate with Power Automate](/docs/directorymanager/11.1/admincenter/workflow/powerautomate/integrate.md) topic.
62 changes: 31 additions & 31 deletions docs/directorymanager/11.1/admincenter/workflow/implement.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,8 +8,8 @@ sidebar_position: 10

To create a workflow, you have to specify the following:

- **Object** - the object(s) - user, contact, group - to apply the workflow to.
- **Event** - a create, edit, or delete event that, when performed for the object(s), would trigger
- **Object** - the objects - user, contact, group - to apply the workflow to.
- **Event** - a create, edit, or delete event that, when performed for the objects, would trigger
the workflow.
- **Field** - one or more fields (attributes) that the workflow would apply to. When the values of
these attributes change for the object, an approval request is triggered.
Expand Down Expand Up @@ -43,7 +43,7 @@ But if you add a filter as:
| employee Type | Not Equals | manager |

It implies that when a manager edits the value of the _criteria_ attribute, the change is effective
immediately and this workflow does not apply. When a non-manager user changes the value of the
immediately and this workflow doesn't apply. When a non-manager user changes the value of the
attribute, it triggers the workflow.

## View the Workflows
Expand All @@ -59,8 +59,8 @@ attribute, it triggers the workflow.
| Enable | Shows whether a workflow is enabled or disabled Use the toggle button next to a workflow to enable or disable it. |
| Type | A workflow has one of these types: <br /><ul><li>**System:** workflows that are defined by default for an identity store.</li><li>**User Defined:** workflows that are defined by users for an identity store.</li></ul> |
| Name | A descriptive name for a workflow that identifies the action the workflow audits |
| Object(s) | The directory object(s) the workflow applies to |
| Approver(s) | The approver(s) specified for a workflow. Approver(s) are responsible for approving or denying the requests generated for the workflow. |
| Objects | The directory objects the workflow applies to |
| Approvers | The approvers specified for a workflow. Approvers are responsible for approving or denying the requests generated for the workflow. |
| Event | The event that triggers a workflow |

4. You can perform the following actions:
Expand All @@ -79,7 +79,7 @@ attribute, it triggers the workflow.
right corner.
5. On the **Create Workflow** page, enter a name for the workflow In the **Name** box.
6. Select one or more objects (User, Contact, Group) to apply the workflow to.
7. In the **Events** drop-down list, select the event (Create, Edit, Delete) that will trigger the
7. In the **Events** dropdown list, select the event (Create, Edit, Delete) that will trigger the
workflow.

:::note
Expand All @@ -89,31 +89,31 @@ attribute, it triggers the workflow.
:::


8. Select the **Mail Approval** check box to enable the approver to approve or deny a workflow
8. Select the **Mail Approval** checkbox to enable the approver to approve or deny a workflow
request from within the workflow email notification. These notifications contain the **Accept**
and **Deny** buttons. On clicking any of these, the approver is redirected and auto-authenticated
on the Directory Manager portal, where he or she can approve or deny the request.
When this check box is not selected, the **Accept** and **Deny** buttons are not available in the
When this checkbox isn't selected, the **Accept** and **Deny** buttons aren't available in the
email notifications. Approvers have to sign into the Directory Manager portal to manage workflow
requests.
9. The **Approver Acceleration** check box applies if approver acceleration is enabled for the
9. The **Approver Acceleration** checkbox applies if approver acceleration is enabled for the
identity store. See the
[Apply Approver Acceleration](approveracceleration.md#apply-approver-acceleration) topic.

- To apply approver acceleration to this workflow, select the **Approver Acceleration** check
box.
- To exempt this workflow from approver acceleration, clear this check box.
- To exempt this workflow from approver acceleration, clear this checkbox.

10. Enter a brief description for the workflow in the **Description** box.
11. In the **Portal URL** drop-down list, select a Directory Manager portal URL to include in the
11. In the **Portal URL** dropdown list, select a Directory Manager portal URL to include in the
workflow email notifications. The URL will redirect the recipients to the portal for taking
action on a request, such as approve or deny it.
The list contains URLs of Directory Manager portals linked with the identity store.
12. Click **Add Approver(s)** in the **Approver(s)** section to select the users and groups to
approve the requests generated for this workflow: The **Add Approver(s)** dialog box is
12. Click **Add Approvers** in the **Approvers** section to select the users and groups to
approve the requests generated for this workflow: The **Add Approvers** dialog box is
displayed.

1. Fields on the **Add Approver(s)** dialog box vary, depending on the object and event
1. Fields on the **Add Approvers** dialog box vary, depending on the object and event
selected. Then select one or more of the available options:

| Option | Available For | Description |
Expand All @@ -122,9 +122,9 @@ attribute, it triggers the workflow.
| Owner and Additional Owner of the Group | _Edit_ and _delete_ events of the _Group_ object | Select it to specify the group’s primary and additional owners as the request approvers. |
| Manager of User | _Edit_ and _Delete_ events of the _User_ and _Contact_ objects | Select it to specify the user’s or contact’s primary manager as the request approver. |
| Manager and Additional Manager of User | _Edit_ and _Delete_ events of the _User_ and _Contact_ objects | Select it to specify the user’s/contact’s primary and additional managers as the request approvers. |
| Search Container Include Sub-Containers Search box | For all objects and events | You can specify one or more users and groups as approvers. In case of a group, all its members are set as approvers. Specify a container to search for the desired object(s); then perform a search to locate and select the object. <br /><ul><li>Click the down arrow in the **Search Container** box and select a container to limit the search scope to it.</li><li>Select the **Include Sub-Containers** check box to include the sub-containers within the selected container to search for the object.</li><li>Enter a search string in the search box; objects starting with the string are displayed as you type. Click **Add** for an object to select it. <br />You can also perform an advanced search to locate the object. Click **Advanced** in the search box and use the search fields to enter a search string. On clicking **Search**, objects matching the string are displayed. Select the user or group you want to add as approver.</li></ul> |
| Search Container Include Sub-Containers Search box | For all objects and events | You can specify one or more users and groups as approvers. In case of a group, all its members are set as approvers. Specify a container to search for the objects you want; then perform a search to locate and select the object. <br /><ul><li>Click the down arrow in the **Search Container** box and select a container to limit the search scope to it.</li><li>Select the **Include Sub-Containers** checkbox to include the sub-containers within the selected container to search for the object.</li><li>Enter a search string in the search box; objects starting with the string are displayed as you type. Click **Add** for an object to select it. <br />You can also perform an advanced search to locate the object. Click **Advanced** in the search box and use the search fields to enter a search string. On clicking **Search**, objects matching the string are displayed. Select the user or group you want to add as approver.</li></ul> |

2. Click **Add** to close the **Add Approver(s)** dialog box.
2. Click **Add** to close the **Add Approvers** dialog box.

13. Use the **Filters** section to specify a criterion; anything beyond that criterion will not
trigger the workflow. For example, when you define the following filter:
Expand All @@ -135,41 +135,41 @@ attribute, it triggers the workflow.
This workflow will trigger when a security group is deleted. However, when a group object with
type other than ‘Security’ is deleted, this workflow will not trigger.

1. In the **Filter(s)** section, click **Add Filter(s)**. The **Add Filter** dialog box is
1. In the **Filters** section, click **Add Filters**. The **Add Filter** dialog box is
displayed.
2. Select a schema attribute from the _field_ list.
3. Select an operator to evaluate the attribute from the _operator_ list.

- **Present** - returns objects that have a value specified for the attribute.
- **Not Present** - returns objects that do not have a value specified for the attribute.
- **Not Present** - returns objects that don't have a value specified for the attribute.
- **Equals** - returns objects when the attribute value exactly matches the text you specify
in the value box.
- **Not Equals** - returns objects when the attribute value does not match the text you
- **Not Equals** - returns objects when the attribute value doesn't match the text you
specify in the value box.

4. Enter a value in the _value_ box (not case-sensitive). This box is not available for the
_Present_ and _Not Present_ operators, which are not comparison operators.
4. Enter a value in the _value_ box (not case-sensitive). This box isn't available for the
_Present_ and _Not Present_ operators, which aren't comparison operators.
5. Click **Add** to close the **Add Filter** dialog box.

14. Use the **Field(s)** section to specify the fields (attributes) that you want to apply the
14. Use the **Fields** section to specify the fields (attributes) that you want to apply the
workflow to. For example, when you define a workflow as:

Object: User
Event: Edit
Filter: Department = IT
Field: Email
This workflow will trigger when the Email field for a user object with department set to IT is
edited. It will not be triggered when the Email field is edited for a user that does not belong
edited. It will not be triggered when the Email field is edited for a user that doesn't belong
to the IT department, or when a field other than Email is edited for a user in the IT
department.

1. To add a field, click **Add Field(s)** in the **Field(s)** section.
2. On the **Add Fields** dialog box, select the check box for a field to add it to the workflow
1. To add a field, click **Add Fields** in the **Fields** section.
2. On the **Add Fields** dialog box, select the checkbox for a field to add it to the workflow
and click **Add**.

:::note
The **Field(s)** section is not available when _Create_ is selected in the **Events**
drop-down list.
The **Fields** section isn't available when _Create_ is selected in the **Events**
dropdown list.
:::


Expand All @@ -183,7 +183,7 @@ attribute, it triggers the workflow.
You can define Power-Automate settings for a workflow to link that workflow to a Power Automate
flow.

These settings enable you to connect to Power Automate from within a workflow (say Workflow1) and
Use these settings to connect to Power Automate from within a workflow (say Workflow1) and
create a basic flow template there. On providing the URL of the flow template in Workflow1, the two
are linked. As a result, the flow auto triggers when the Directory Manager workflow is triggered.

Expand Down Expand Up @@ -211,8 +211,8 @@ approver acceleration, and link it to a Power Automate flow.
update the required information.
6. To link this workflow to a Power Automate flow, click **Power Automate Settings** in the top
right corner; the **Power Automate Settings** dialog box is displayed. Follow step
[6](/docs/directorymanager/11.1/admincenter/workflow/integrate.md) and onwards in the
[Link an Identity Store Workflow to a Flow](integrate.md#link-an-identity-store-workflow-to-a-flow)
[6](/docs/directorymanager/11.1/admincenter/workflow/powerautomate/integrate.md) and onwards in the
[Link an Identity Store Workflow to a Flow](powerautomate/integrate.md#link-an-identity-store-workflow-to-a-flow)
topic to complete the task.
7. After making the required changes, click **Update Workflow** on the **Edit Workflow** page to
save the settings.
Expand Down Expand Up @@ -249,7 +249,7 @@ You can enable or disable a workflow in any of the following ways.
## Delete a User-defined Workflow

Workflows in an identity store can have their type as _System_ or _User Defined_. You can delete
user-defined workflows; system workflows cannot be deleted.
user-defined workflows; system workflows can't be deleted.

**To delete a workflow:**

Expand Down
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