16.3 Custom Templates

Identity Applications also provides an option to add workflow to Role and Resource based on user-defined template called as Custom Templates.

Add Workflow feature uses three components:

  1. Custom Templates workflow

    New workflow will be created by taking the content of the custom template workflow.

  2. Template Forms

    Any user input to create workflow can be configured via the template form. This form needs to be associated with the Request form of Custom Template.


    This creates the workflow when the user inputs from Template Forms and the custom template workflow DN is provided. It gets triggered from the Template Forms. This is provided by the Identity Applications REST API.

You can create your own Custom Templates and Template Forms using Designer. For more information, see section Creating a Custom Template in Designer.

You can add a workflow to the selected Role or Resource using the custom template with Add Workflow option. For procedure, see Adding Workflow Using Custom Template.

16.3.1 Adding Workflow Using Custom Template

To add a workflow to the Role and Resource using custom template:

  1. Launch the Designer. Create your own workflow process template (custom template) and deploy it. For procedure, see Creating a Custom Template in Designer.

  2. Login to the Identity Applications Dashboard.

  3. Click Administration > Roles or Administration > Resources option.

  4. Select the required Role or Resource that you want under workflow control and click Add Workflow. A new toggle button with a prompt Do you want to select custom template? is displayed in the WORKFLOW TEMPLATE SELECTION window.

  5. Enable this toggle button and select the custom template that you created in step 1.

  6. Click Next. A new Create Workflow Form window is displayed. Provide details for the fields provisioned as per the custom template.

16.3.2 Creating a Custom Template in Designer

For a Custom Template in Designer, you need to create a template form using the Form Builder tool and then configure a provisioning request definition (PRD). Detailed steps are mentioned below:

  1. Launch the Designer and open your project.

  2. To create your own workflow template form:

    1. Go to the Provisioning view and click Workflow Forms. Right-click the Template Forms container and select New.

    2. Enter the Form Identifier in the New Workflow Forms dialog box and click Finish.

      The Form Builderis launched.

      1. Click + and select the template as Create Workflow Form.

      2. Click Create.

      3. Drag and drop the required components and save the changes made to the form. Based on the selected form type, some fields are automatically added to the form. You can remove or modify these fields as required. The form components that are placed on the form determine the appearance of the form. For more information, see NetIQ Identity Manager - User’s Guide to Form Builder.

      4. Click Save.

  3. Right-click the new template form and select Live > Deploy to deploy it.

  4. To create a new Custom Template:

    1. Right-click the Provisioning Request Definitions option and select New. Specify the basic information and select the workflow template for this PRD. Select the category as Custom Templates and click Finish.

    2. The new PRD provisioned is displayed in Provisioning Request Definition Details Panel on the Overview tab. Select the Category as Custom Templates and Status as Template.

    3. Click the Workflow tab and create the workflow topology.For information about creating a workflow topology, see NetIQ Identity Manager - Administrator’s Guide to Designing the Identity Applications.

    4. Click the JSON Forms tab and select the workflow forms from FormID drop down menu for start workflow activity. You can associate either the standard forms available by default or custom forms created using the Form Builder tool.

      As you selected the Category as Custom Templates in step 4b above, the FormID menu lists only custom template forms from Template Forms for selection.

    5. Click Save.

  5. Right-click the new PRD and select Live > Deploy to deploy it. On successful creation, the PRD is added under Custom Templates.

You can now add workflow to the Role and Resource based on this custom template in Identity Applications.