I’ve created several workflows in SailPoint Identity Security Cloud (ISC) for Non-Employee Onboarding, Update, and Extension processes.
Each form collects non-employee data, and I also built a dedicated Approval Form that is sent to the manager for review before proceeding.
Problem:
Currently, the approval form is sent to the manager only by email, and the manager can approve or reject directly from that link.
However, I need this approval request to also appear inside SailPoint — for example, on the Dashboard → My Tasks or in Notifications — so the manager can review and approve it from within the SailPoint portal (not just via email).
Question:
How can I configure the workflow or approval form so that the approval task is visible on the SailPoint dashboard or appears as a notification to the assigned manager?
I was building a similar setup and reached out to the professional services for this.
Sadly their answer was that there is currently no way to do that and/or to retrieve the form link to be reused and sent by another way
Can you please elaborate on how you have managed the approvals for Non-Employee Onboarding.
We are using combination of Form + workflow to manage the non-employee onboarding. However, we need some help in configuring multi-level of approvals before identity getting created.
Yes, I’m also using a combination of Forms + Workflows for Non-Employee Onboarding approvals.
What I’ve done is create a dedicated Approval Form that shows the manager all the Non-Employee data, along with a field to capture their decision (Approve / Reject).
The workflow sends this form to the manager, and based on the response:
If approved: the workflow continues to the next steps (account creation, access assignment, etc.)
If rejected: the workflow stops immediately.
If you need multi-level approvals, you can simply add additional approval steps in the workflow (e.g., Manager → Department Head → HR → Security), each one using its own approval form or the same form reused.
