Add operations for entities

System administrators add entity operations.

Define a new operation, for example, might add an operation to recertify a person or account entity. You specify an approval workflow that either approves or suspends the entity.

To add an operation for an entity...

  1. Click Configure System > Manage Operations. The Manage Operations page is displayed.

  2. On the Manage Operations page, select one of the following operation levels:

    • Select Global level to define an operation that is applicable to all entities and entity types. Global operations do not implicitly affect any entities unless they are explicitly started within entity type or entity level operations. Global operations can also be called in a Lifecycle Rule.

    • Select Entity type level to define an operation at the entity type level. Select an entity type from the Entity Type list.

    • Select Entity level to override the operations defined at the entity type level. Select an entity type from the Entity Type list, and then select an entity from the Entity list.

  3. Click Add. The Add Operation page is displayed.

  4. In the Operation Name field, Type a name of the workflow operation to define for the corresponding system entity. To override an operation defined at the entity type level, enter the operation name to override, and then click Continue. The Define Operation page is displayed, and the workflow designer Java™ applet is started.

  5. In the workflow designer, define the workflow process, and then click OK. To define an operation workflow process, drag the design nodes from the node palette onto the operation design space. Then, connect them with transition lines. After you place a design node on the operation design space, double-click the node to configure its properties. Make sure that all the nodes are connected and all the required properties are set for each node. Ensure that the transition condition is set for each link.

A message indicates that you successfully created an operation for the specified level. Click Close.

When the Manage Operations page is displayed, click Refresh to refresh the Operations table and display the new operation.

Parent topic: Operations management