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Copy file name to clipboardExpand all lines: articles/active-directory/governance/check-status-workflow.md
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@@ -24,13 +24,9 @@ When a workflow is created, it's important to check its status, and run history
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You're able to retrieve run information of a workflow using Lifecycle Workflows. To check the runs of a workflow using the Azure portal, you would do the following steps:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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 **Azure Active Directory** and then select **Identity Governance**.
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1. On the left menu, select **Lifecycle Workflows**.
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1. On the Lifecycle Workflows overview page, select **Workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. Select the workflow you want to run history of.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/check-workflow-execution-scope.md
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@@ -25,11 +25,9 @@ Workflow scheduling will automatically process the workflow for users meeting th
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To check the users who fall under the execution scope of a workflow, you'd follow these steps:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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. Type in **Identity Governance** on the search bar near the top of the page and select it.
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1. In the left menu, select **Lifecycle workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. From the list of workflows, select the workflow you want to check the execution scope of.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/customize-workflow-email.md
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@@ -38,15 +38,11 @@ For more information on these customizable parameters, see [Common email task pa
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When you're customizing an email sent via lifecycle workflows, you can choose to customize either a new task or an existing task. You do these customizations the same way whether the task is new or existing, but the following steps walk you through updating an existing task. To customize emails sent from tasks within workflows by using the Azure portal:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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.On the search bar near the top of the page, enter **Identity Governance**and select the result.
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1.Browse to **Identity governance**> **Lifecycle workflows** > **workflows**.
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1. On the left menu, select **Lifecycle workflows**.
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1. On the left menu, select **Workflows**.
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1. Select **Tasks**.
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1. Select the workflow that contain the email tasks you want to customize.
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1. On the pane that lists tasks, select the task for which you want to customize the email.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/customize-workflow-schedule.md
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@@ -24,11 +24,9 @@ When you create workflows by using lifecycle workflows, you can fully customize
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Workflows that you create within lifecycle workflows follow the same schedule that you define on the **Workflow settings** pane. To adjust the schedule, follow these steps:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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. On the search bar near the top of the page, enter **Identity Governance** and select the result.
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1. On the left menu, select **Lifecycle workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows**.
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1. On the **Lifecycle workflows** overview page, select **Workflow settings**.
1. Sign in to the [Azure portal](https://portal.azure.com).
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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. On the search bar near the top of the page, enter **Identity Governance**. Then select **Identity Governance** in the results.
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1. On the left menu, select **Lifecycle Workflows**.
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1. Select **Workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. On the **Workflows** page, select the workflow that you want to delete. Then select **Delete**.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/manage-workflow-properties.md
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@@ -36,13 +36,9 @@ If done via the Azure portal, the new version is created automatically. If done
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To edit the properties of a workflow using the Azure portal, you do the following steps:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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. Type in **Identity Governance** on the search bar near the top of the page and select it.
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1. On the left menu, select **Lifecycle workflows**.
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1. On the left menu, select **Workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. Here you see a list of all of your current workflows. Select the workflow that you want to edit.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/manage-workflow-tasks.md
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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 Azure portal, you complete the following steps:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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. Type in **Identity Governance** on the search bar near the top of the page and select it.
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1. In the left menu, select **Lifecycle workflows**.
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1. In the left menu, select **workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1.On the left side of the screen, select **Tasks**.
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1.Select the workflow that you want to edit the tasks of and on the left side of the screen, select **Tasks**.
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1. You can add a task to the workflow by selecting the **Add task** button.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/on-demand-workflow.md
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@@ -27,13 +27,9 @@ Use the following steps to run a workflow on-demand.
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>[!NOTE]
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>To be run on demand, the workflow must be enabled.
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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. Type in **Identity Governance** on the search bar near the top of the page and select it.
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1. On the left menu, select **Lifecycle workflows**.
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1. select **Workflows**
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. On the workflow screen, select the specific workflow you want to run.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/trigger-custom-task.md
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@@ -29,11 +29,9 @@ For more information about Lifecycle Workflows extensibility, see: [Workflow Ext
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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:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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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 **Azure Active Directory** and then select **Identity Governance**.
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1. In the left menu, select **Lifecycle Workflows**.
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1. Browse to **Identity governance** > **Lifecycle workflows** > **workflows**.
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1. On the Lifecycle workflows screen, select **Custom task extension**.
Copy file name to clipboardExpand all lines: articles/active-directory/governance/tutorial-offboard-custom-workflow-portal.md
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---
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title: Execute employee termination tasks by using lifecycle workflows
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description: Learn how to remove users from an organization in real time on their last day of work by using lifecycle workflows in the Azure portal.
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description: Learn how to remove users from an organization in real time on their last day of work by using lifecycle workflows in the Microsoft Entra admin center.
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services: active-directory
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author: owinfreyATL
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manager: amycolannino
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# Execute employee termination tasks by using lifecycle workflows
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This tutorial provides a step-by-step guide on how to execute a real-time employee termination by using lifecycle workflows in the Azure portal.
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This tutorial provides a step-by-step guide on how to execute a real-time employee termination by using lifecycle workflows in the Microsoft Entra admin center.
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This *leaver* scenario runs a workflow on demand and accomplishes the following tasks:
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Use the following steps to create a leaver on-demand workflow that will execute a real-time employee termination by using lifecycle workflows in the Microsoft Entra admin center:
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Use the following steps to create a leaver on-demand workflow that will execute a real-time employee termination by using lifecycle workflows in the Azure portal:
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1. Sign in to the [Azure portal](https://portal.azure.com).
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2. On the right, select **Azure Active Directory**.
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3. Select **Identity Governance**.
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4. Select **Lifecycle workflows**.
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5. On the **Overview** tab, select **New workflow**.
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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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2. Select **Identity Governance**.
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3. Select **Lifecycle workflows**.
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4. On the **Overview** tab, select **New workflow**.
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:::image type="content" source="media/tutorial-lifecycle-workflows/new-workflow.png" alt-text="Screenshot of the Overview tab and the button for creating a new workflow." lightbox="media/tutorial-lifecycle-workflows/new-workflow.png":::
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6. From the collection of templates, choose **Select** under **Real-time employee termination**.
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5. From the collection of templates, choose **Select** under **Real-time employee termination**.
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:::image type="content" source="media/tutorial-lifecycle-workflows/select-template.png" alt-text="Screenshot of selecting a workflow template for real-time employee termination." lightbox="media/tutorial-lifecycle-workflows/select-template.png":::
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7. Configure basic information about the workflow, and then select **Next: Review tasks**.
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6. Configure basic information about the workflow, and then select **Next: Review tasks**.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-leaver.png" alt-text="Screenshot of the tab for basic workflow information." lightbox="media/tutorial-lifecycle-workflows/real-time-leaver.png":::
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8. Inspect the tasks if you want, but no additional configuration is needed. Select **Next: Select users** when you're finished.
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7. Inspect the tasks if you want, but no additional configuration is needed. Select **Next: Select users** when you're finished.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-tasks.png" alt-text="Screenshot of the tab for reviewing template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-tasks.png":::
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9. Choose the **Select users to run now** option. It allows you to select users for which the workflow will be executed immediately after creation. Regardless of the selection, you can run the workflow on demand later at any time, as needed.
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8. Choose the **Select users to run now** option. It allows you to select users for which the workflow will be executed immediately after creation. Regardless of the selection, you can run the workflow on demand later at any time, as needed.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-users.png" alt-text="Screenshot of the option for selecting users to run now." lightbox="media/tutorial-lifecycle-workflows/real-time-users.png":::
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10. Select **Add users** to designate the users for this workflow.
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9. Select **Add users** to designate the users for this workflow.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-add-users.png" alt-text="Screenshot of the button for adding users." lightbox="media/tutorial-lifecycle-workflows/real-time-add-users.png":::
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11. A panel with the list of available users appears on the right side of the window. Choose **Select** when you're done with your selection.
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10. A panel with the list of available users appears on the right side of the window. Choose **Select** when you're done with your selection.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-user-list.png" alt-text="Screenshot of a list of available users." lightbox="media/tutorial-lifecycle-workflows/real-time-user-list.png":::
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12. Select **Next: Review and create** when you're satisfied with your selection of users.
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11. Select **Next: Review and create** when you're satisfied with your selection of users.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-review-users.png" alt-text="Screenshot of added users." lightbox="media/tutorial-lifecycle-workflows/real-time-review-users.png":::
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13. Verify that the information is correct, and then select **Create**.
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12. Verify that the information is correct, and then select **Create**.
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:::image type="content" source="media/tutorial-lifecycle-workflows/real-time-create.png" alt-text="Screenshot of the tab for reviewing workflow choices, along with the button for creating the workflow." lightbox="media/tutorial-lifecycle-workflows/real-time-create.png":::
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> [!NOTE]
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> You currently can't run a workflow on demand if it's set to **Disabled**. You need to set the workflow to **Enabled** to use the on-demand feature.
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To run a workflow on demand for users by using the Azure portal:
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To run a workflow on demand for users by using the Microsoft Entra admin center:
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1. On the workflow screen, select the specific workflow that you want to run.
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