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For Resource Update (Multi Records)

This section guides you through the procedure for the creation of a workflow to update an existing resource through its several records.

Declare a Workflow​

This Workflow is made of three activities:

  1. Action With Refine: sends the resource's records update request with a possibility of delegation.
  2. Review With Feedback: reviews the update request with the possibility of getting feedback from another user.
  3. Persist: saves the collected data and triggers provisioning.

See the Activity Templates topic for additional information.

The example below creates a workflow to update the records of an existing user:


<Workflow Identifier="Directory_User_UpdateSeveralRecords" DisplayName_L1="User - Manage positions" VariablesType="Workflow_Directory_User">  <Activity Identifier="Request"  DisplayName_L1="Request" Template="ActionWithRefine" />  <Activity Identifier="Review"  DisplayName_L1="Review" Template="ReviewWithFeedback" />  <Activity Identifier="Persist"  DisplayName_L1="Commit" Template="Persist" /></Workflow>

Create Forms​

The XML configuration below represents the creation of a Form that defines the elements to display in the workflow.

Here we create three structured forms, all to be called in our final workflow form:


First form for the user's record data, shared with all records:
<Form Identifier="Directory_User_UpdateSeveralRecords_Shared" EntityType="Directory_UserRecord">  <Control DisplayName_L1="Contract" OutputType="LayoutFieldset">    <Control Binding="ContractStartDate" />    <Control Binding="ContractEndDate" AddedMinutes="1440" />  </Control></Form>

Second form for the user's record data, specific to each record individually:
<Form Identifier="Directory_User_UpdateSeveralRecords_Base" EntityType="Workflow_Directory_User">  <Control OutputType="LayoutContainer" EntityType="Directory_UserRecord">    <Control DisplayName_L1="Position" OutputType="LayoutFieldset">      <Control Binding="Title" IsRequired="true" />      <Control Binding="Department" />      <Control Binding="Site" DefaultValueBinding="Department.Manager.MainRecord.Site" />      <Control Binding="StartDate" />      <Control Binding="EndDate" />    </Control>  </Control></Form>

After creating a workflow with given activities, it is necessary to create the form to be displayed when launching the workflow. It has the type corresponding to a resource's update with several records, i.e. WorkflowUpdateSeveralRecordEntityForm and it must specify the workflow's context (the entity type of the involved resources, the main property, the activity when the form is called, etc):


<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords"></WorkflowUpdateSeveralRecordsEntityForm>

WorkflowUpdateSeveralRecordEntityForm displays a date picker for the end of transition, to schedule the record replacement.

A WorkflowUpdateSeveralRecordEntityForm requires the following child elements:

  • MainControl that defines user's data;

<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords">
  <MainControl OutputType="LayoutContainer" />
</WorkflowUpdateSeveralRecordsEntityForm>

The MainControl attribute is here an empty container, because it is a mandatory attribute that is not involved in the changes of this workflow.

  • RecordControl that defines the record data shared with all records and calls the firstform created previously;

<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords">  <MainControl OutputType="LayoutContainer"/>
  <RecordControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Shared" />
</WorkflowUpdateSeveralRecordsEntityForm>

  • RecordUniqueItemControl that defines the record data specific to each record individually, and calls the secondform created previously;

<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords">  <MainControl OutputType="LayoutContainer"/>  <RecordControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Shared"/>
  <RecordUniqueItemControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Base" />
</WorkflowUpdateSeveralRecordsEntityForm>

  • RecordSlaveControl that copies an existing record to be the base, i.e. pre-fill the fields, for the update of record data specific to each record individually. Thus it calls the same form as RecordUniqueItemControl.

<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords">  <MainControl OutputType="LayoutContainer"/>  <RecordControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Shared"/>  <RecordUniqueItemControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Base" />
  <RecordSlaveControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Base" />
</WorkflowUpdateSeveralRecordsEntityForm>

  • RecordSlaveUniqueItemControl that copies an existing record to be the base, i.e. pre-fill the fields, for the update of record data shared with all records. Thus it calls the same form as RecordControl.

<WorkflowUpdateSeveralRecordsEntityForm RecordFilter="CurrentAndFuture" Identifier="Directory_User_UpdateSeveralRecords" EntityType="Workflow_Directory_User" MainProperty="Workflow_Directory_User:Directory_User" RecordProperty="Directory_User:Records" WorkflowRequestType="Self" Activity="Directory_User_UpdateSeveralRecords:Request" FormTitle_L1="Manage positions" RecordTable="Directory_User_UpdateSeveralRecords">  <MainControl OutputType="LayoutContainer"/>  <RecordControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Shared"/>  <RecordUniqueItemControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Base" />  <RecordSlaveControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Base" />
  <RecordSlaveUniqueItemControl OutputType="TransformImport" EmbeddedForm="Directory_User_UpdateSeveralRecords_Shared" />
</WorkflowUpdateSeveralRecordsEntityForm>

The RecordSlaveControl attribute calls here the same form as RecordUniqueControl, because it copies part of the main record to pre-fill the fields of RecordUniqueControl.

UI Form

Assign the Right Permissions​

Some profiles must get specific permissions so that the workflow is visible and usable by the right users. Read about Workflow s permissions.

Below is an example of an access control rule where the Administrator profile gets the permissions for the whole update request from the previously created workflow:


<AccessControlRule Profile="Administrator" EntityType="Workflow_Directory_User" Identifier="Administrator_Workflows_Directory_User_*" DisplayName_L1="Administrator_Workflows_Directory_User_*">  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Request/ActionPending" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Request/RefinePending" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Request/Aborted" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Request/Purged" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Review/ReviewPending" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Review/RefinePending" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Review/Aborted" CanExecute="true" />  <Entry Permission="/Custom/Workflows/Directory_User_UpdateSeveralRecords/Review/Purged" CanExecute="true" /></AccessControlRule>

Create Menu Items in the UI​

Menu Item must be defined to make the workflow accessible in the UI.

Updating an existing resource, this workflow manages one given resource at a time. Hence an interesting location for this workflow could be the individual view page of users.

Workflow Menu Items - User&#39;s Page

To create a menu item here for the new workflow, you can add the following XML configuration to the existing menu items list:


<MenuItem Identifier="Menu_Directory_User" DisplayName_L1="Menu">  <MenuItem Identifier="Menu_Directory_User_Changes" DisplayName_L1="Actions">    <MenuItem Identifier="Menu_Directory_User_Changes_Update" DisplayName_L1="Section">      ...
      <MenuItem Identifier="Menu_Directory_User_Changes_ManagePositions" DisplayName_L1="Manage Positions" IconCode="Edit" Workflow="Directory_User_UpdateSeveralRecords" />
    </MenuItem>  </MenuItem></MenuItem>

Add Aspects​

For each workflow, it is possible to add aspects according to the workflow's purpose.

Homonym Detection (Optional)​

To perform a homonymy check on a workflow and thus prevent user duplicates,see the Configure a Homonym Detection topic for additional information.

When using records, the homonym detection displays the list of records and not just the list of users.

Customize the Display Table (Optional)​

To configure a display table different from the default one provided by Identity Manager, see the Customize Display Tables topic for additional information.