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Copy file name to clipboardExpand all lines: articles/active-directory/governance/create-lifecycle-workflow.md
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@@ -19,28 +19,24 @@ Lifecycle workflows allow for tasks associated with the lifecycle process to be
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-**Tasks**: Actions taken when a workflow is triggered.
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-**Execution conditions**: The who and when of a workflow. These conditions define which users (scope) this workflow should run against, and when (trigger) the workflow should run.
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You can create and customize workflows for common scenarios by using templates, or you can build a workflow from scratch without using a template. Currently, if you use the Azure portal, any workflow that you create must be based on a template. If you want to create a workflow without using a template, use Microsoft Graph.
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You can create and customize workflows for common scenarios by using templates, or you can build a workflow from scratch without using a template. Currently, if you use the Microsoft Entra admin center, any workflow that you create must be based on a template. If you want to create a workflow without using a template, use Microsoft Graph.
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## Prerequisites
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[!INCLUDE [Microsoft Entra ID Governance license](../../../includes/active-directory-entra-governance-license.md)]
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## Create a lifecycle workflow by using a template in the Azure portal
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## Create a lifecycle workflow by using a template in the Microsoft Entra admin center
If you're using the Azure portal to create a workflow, you can customize existing templates to meet your organization's needs. These templates include one for pre-hire common scenarios.
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To create a workflow based on a template:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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If you're using the Microsoft Entra admin center to create a workflow, you can customize existing templates to meet your organization's needs. These templates include one for pre-hire common scenarios.
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1. Select **Azure Active Directory** > **Identity Governance**.
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To create a workflow based on a template:
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1.On the left menu, select **Lifecycle Workflows**.
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1.Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) as at least a [Lifecycle Workflows Administrator](../roles/permissions-reference.md#lifecycle-workflows-administrator).
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1.Select **Workflows**.
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1.Browse to **Identity governance** > **Lifecycle workflows** > **Create a workflow**.
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1. On the **Choose a workflow** page, select the workflow template that you want to use.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/manage-workflow-properties.md
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If you change any other parameters, a new version is required to be created as outlined in the [Managing workflow versions](manage-workflow-tasks.md) article.
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If done via the Azure portal, the new version is created automatically. If done using Microsoft Graph, you must manually create a new version of the workflow. For more information, see [Edit the properties of a workflow using Microsoft Graph](#edit-the-properties-of-a-workflow-using-microsoft-graph).
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If done via the Microsoft Entra Admin center, the new version is created automatically. If done using Microsoft Graph, you must manually create a new version of the workflow. For more information, see [Edit the properties of a workflow using Microsoft Graph](#edit-the-properties-of-a-workflow-using-microsoft-graph).
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## Edit the properties of a workflow using the Azure portal
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## Edit the properties of a workflow using the Microsoft Entra Admin center
To edit the properties of a workflow using the Azure portal, you do the following steps:
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To edit the properties of a workflow using the Microsoft Entra admin center, you do the following steps:
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1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) as at least a [Lifecycle Workflows Administrator](../roles/permissions-reference.md#lifecycle-workflows-administrator).
Copy file name to clipboardExpand all lines: articles/active-directory/governance/manage-workflow-tasks.md
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Workflows created with Lifecycle Workflows are able to grow and change with the needs of your organization. Workflows exist as versions from creation. When making changes to other than basic information, you create a new version of the workflow. For more information, see [Manage a workflow's properties](manage-workflow-properties.md).
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Changing a workflow's tasks or execution conditions requires the creation of a new version of that workflow. Tasks within workflows can be added, reordered, and removed at will. Updating a workflow's tasks or execution conditions within the Azure portal will trigger the creation of a new version of the workflow automatically. Making these updates in Microsoft Graph will require the new workflow version to be created manually.
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Changing a workflow's tasks or execution conditions requires the creation of a new version of that workflow. Tasks within workflows can be added, reordered, and removed at will. Updating a workflow's tasks or execution conditions within the Microsoft Entra admin center will trigger the creation of a new version of the workflow automatically. Making these updates in Microsoft Graph will require the new workflow version to be created manually.
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## Edit the tasks of a workflow using the Azure portal
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## Edit the tasks of a workflow using the Microsoft Entra admin center
Tasks within workflows can be added, edited, reordered, and removed at will. To edit the tasks of a workflow using the Azure portal, you complete the following steps:
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Tasks within workflows can be added, edited, reordered, and removed at will. To edit the tasks of a workflow using the Microsoft Entra admin center, you complete the following steps:
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1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) as at least a [Lifecycle Workflows Administrator](../roles/permissions-reference.md#lifecycle-workflows-administrator).
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1. After making changes, select **save** to capture changes to the tasks.
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## Edit the execution conditions of a workflow using the Azure portal
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## Edit the execution conditions of a workflow using the Microsoft Entra admin center
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To edit the execution conditions of a workflow using the Azure portal, you do the following steps:
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To edit the execution conditions of a workflow using the Microsoft Entra admin center, you do the following steps:
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1. On the left menu of Lifecycle Workflows, select **Workflows**.
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1. After making changes, select **save** to capture changes to the execution conditions.
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## See versions of a workflow using the Azure portal
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## See versions of a workflow using the Microsoft Entra admin center
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1. On the left menu of Lifecycle Workflows, select **Workflows**.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/on-demand-workflow.md
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Scheduled workflows by default run every 3 hours, but can also run on-demand so that they can be applied to specific users whenever you see fit. A workflow can be run on demand for any user, and doesn't take into account whether or not a user meets the workflow's execution conditions. Running a workflow on-demand allows you to test workflows before their scheduled run. This testing, on a set of users up to 10 at a time, allows you to see how a workflow will run before it processes a larger set of users. Testing your workflow before their scheduled runs helps you proactively solve potential lifecycle issues more quickly.
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## Run a workflow on-demand in the Azure portal
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## Run a workflow on-demand in the Microsoft Entra admin center
Copy file name to clipboardExpand all lines: articles/active-directory/governance/trigger-custom-task.md
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For more information about Lifecycle Workflows extensibility, see: [Workflow Extensibility](lifecycle-workflow-extensibility.md).
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## Create a custom task extension using the Azure portal
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## Create a custom task extension using the Microsoft Entra admin center
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To use a custom task extension in your workflow, first a custom task extension must be created to be linked with an Azure Logic App. You're able to create a Logic App at the same time you're creating a custom task extension. To do this, you complete these steps:
Copy file name to clipboardExpand all lines: articles/active-directory/governance/understanding-lifecycle-workflows.md
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## Templates
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Creating a workflow via the Azure portal requires the use of a template. A Lifecycle Workflow template is a framework that is used for predefined tasks, and helps automate the creation of a workflow.
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Creating a workflow via the Microsoft Entra admin center requires the use of a template. A Lifecycle Workflow template is a framework that is used for predefined tasks, and helps automate the creation of a workflow.
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The **Quick Action** section allows you to quickly take action with your workflow. These quick actions can either be making the workflow do something, or used for history or editing purposes. The following actions you can take are:
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- Run on Demand: Allows you to quickly run the workflow on demand. For more information on this process, see: [Run a workflow on-demand](on-demand-workflow.md)
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- Edit tasks: Allows you to add, delete, edit, or reorder tasks within the workflow. For more information on this process, see: [Edit the tasks of a workflow using the Azure portal](manage-workflow-tasks.md#edit-the-tasks-of-a-workflow-using-the-azure-portal)
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- Edit tasks: Allows you to add, delete, edit, or reorder tasks within the workflow. For more information on this process, see: [Edit the tasks of a workflow using the MicrosoftEntra admin center](manage-workflow-tasks.md#edit-the-tasks-of-a-workflow-using-the-microsoft-entra-admin-center)
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- View Workflow History: Allows you to view the history of the workflow. For more information on the three history perspectives, see: [Lifecycle Workflows history](lifecycle-workflow-history.md)
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Actions taken from the overview of a workflow allow you to quickly complete tasks, which can normally be done via the manage section of a workflow.
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> [!NOTE]
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> The offsetInDays value in the Azure portal is shown as *Days from event*. When you schedule a workflow to run, this value is used as the baseline for who a workflow will run. Currently there is a 3 day window in processing scheduled workflows. For example, if you schedule a workflow to run for users who joined 7 days ago, a user who meets the execution conditions for the workflow, but joined between 7 to 10 days ago would have the workflow ran for them.
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> The offsetInDays value in the Microsoft Entra admin center is shown as *Days from event*. When you schedule a workflow to run, this value is used as the baseline for who a workflow will run. Currently there is a 3 day window in processing scheduled workflows. For example, if you schedule a workflow to run for users who joined 7 days ago, a user who meets the execution conditions for the workflow, but joined between 7 to 10 days ago would have the workflow ran for them.
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## Configure scope
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## Next steps
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-[Create a custom workflow using the Azure portal](tutorial-onboard-custom-workflow-portal.md)
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-[Create a custom workflow using the Microsoft Entra admin center](tutorial-onboard-custom-workflow-portal.md)
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-[Create a Lifecycle workflow](create-lifecycle-workflow.md)
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