Workflow and QuickLink To Display and Provision a User using a Simple Custom Form

Which IIQ version are you inquiring about?

8.1 and 8.2

Please share any images or screenshots, if relevant.

Please share any other relevant files that may be required (for example, logs).

BRN.xml (3.2 KB)
BRN QuickLink.xml (1.5 KB)
BRN Workflow.xml (4.6 KB)

Share all details about your problem, including any error messages you may have received.

I have a Custom Sailpoint Form named BRN. I need to display this Form when a User Clicks a QuickLink under My Access and Populate few fields to provision Access to the User himself/herself or for others. Those details are self understood if you look at all three files. I have created a Workflow named “BRN Workflow” as type LCM Provisioning and create a Quicklink name “BRN Quicklink”. I imported them in my Sailpoint Environment. When I click on Quicklink it is not display the form but asking me to select identities. When I choose an identity. It is going to default Sailpoint page instead of displaying the “BRN” Form. And when I check under Tasks. The workflow says it has been executed successfully. I attached a screenshot of that also in the above section. I need help in displaying the Form.

Regards,
Suresh

Hi @sjagirdar1580,

I noticed that return variables are not included on the form step. You should add a line on the form step regarding that. The form variables that you want to use must exist as workflow variables, and then they can be used when included.

<Approval mode="serial" name="" owner="include owner" return="variable1,variable2,variable3,..." />

And you have to change the transition and include a conditional to avoid start the following step before of finish the form.

<Transition to="Build Plan" when="approved"/>

Hi @sjagirdar1580,
BRN Workflow.xml (16.7 KB)

It seems that you were not calling the form correctly from the workflow, and the form was missing the Submit and Cancel buttons. Additionally, the identity was not set in the plan.

I have updated the form and workflow based on your changes. Please import the attached XML file and verify that the issues have been resolved. Let me know if you encounter any further problems.
BRN.xml (3.2 KB)

2 Likes

Hi @Arun-Kumar,
Really indebted for the help with the workflow and form. I have imported them. But the QuickLink that I am using is truncating the request to access the form. When I click on the QuickLink.
See below
image

I am redirected to this page as usual to select an identity.

And when I select an Identity. It is ending on this page as usual instead of displaying the form.

When I check the Task Results Page under Tasks. There is no Success confirmation of the workflow either.

Finally, I checked in the Sailpoint Configured logs. I consistently see that I have the errors in the attached logs both for your code and my previous codes also from the beginning.
Error Logs.txt (19.1 KB)

Do you think there is something missing in my SailPoint Configuration?? or with my Attached QuickLink.
BRN QuickLink.xml (1.5 KB)

Please Help!

Regards,
Suresh

1 Like

Did you change any of the default quicklink?
Can you share the screen shot of available quicklinks under Manage Access catagory?

Sorry, I just checked the custom variables defined in the workflow which point to the BRN Form. Two of them AdminUtilityAccess and ParticipantNumber were not initialized and populated with an initial value. After updating the variables with some values and clicking the BRN quicklink, the Form was displayed and the workflow worked.

Thanks a ton! for your kind help. Your response was excellent. We can close this discussion.

Regards,
Suresh

hi @Arun-Kumar ,

                       I have another form which needs to have a workflow just like the one you produced for the BRN Form. This is a little tedious and I am facing some challenges. Can you please help me with the attached B2C Dynamics Contact Center Form to generate the workflow for LCM Provisioning.  

Best Regards,
Suresh
B2C Dynamics Contact Center.xml (22.7 KB)

Hi @sjagirdar1580,

Please create a new post with details.

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