Managing Workflows in Next Identity console

Next Identity provides powerful tools within the console to create, configure, and manage workflows efficiently. The two key components for workflow management are:

• Workflow Manager: Your central hub for organizing and overseeing all workflows.

• Workflow Designer: A comprehensive tool for creating and configuring individual workflows.

Together, these tools streamline the process of automating identity-related tasks, ensuring your workflows align with your business requirements.

The Workflow Manager serves as the control center for managing all your workflows. It provides an organized list view with essential information and shortcuts for key actions.

Navigate to "Operate" in the left-hand menu and select "Workflows".

• Create New Workflow
  Use the “New workflow” button at the top right to create a new workflow. This directs you to the Workflow Designer.

• View Workflow Details
  Select the eye icon next to a workflow to review its configuration in detail, without making changes.

• Edit Workflow
  Click the pencil icon to modify an existing workflow. This opens the Workflow Designer in edit mode.

• Delete Workflow
  Use the trash icon to remove a workflow. A confirmation prompt will appear to prevent accidental deletions.
  ⚠️ Note: Deletions are irreversible.

Each workflow in the list view includes:

• Workflow Name

• Environment

• Property

• Event

• Creation Date

This structured view enables efficient management and quick access to workflows.

The Workflow Designer allows you to create, configure, and refine workflows through an intuitive interface.

1. Start:
   From the Workflow Manager, click “New workflow”.

2. Basic Configuration:

   • Enter a descriptive name for the workflow.

   • Select the Environment and Property where this workflow will apply.

3. Configure Workflow Steps:
   For each step, define the following:

   • Source:
     Choose the system that triggers the event (e.g., Next Identity or Akamai Identity Cloud).

   • Event:
     Select the specific event to trigger the workflow (e.g., Registration, Login).

   • Action:
     Define the action to take:

     • Notify: Asynchronous notification to external systems.

     • Enrich: Synchronous action requiring a response before proceeding.

   • Target:
     Configure the target endpoint that will receive the notification (e.g., a URL or Next Identity Connect integration).

4. Save:
   Once configured, save the workflow. You’ll be redirected to the Workflow Manager, where the new workflow will appear in the list.

1. From the Workflow Manager, click the edit (pencil) icon on the desired workflow.

2. Modify any fields (name, environment, property) or adjust the workflow steps.

3. Save your changes to update the workflow.

• Click the eye icon to review a workflow’s configuration.

• All settings, including sources, events, actions, and targets, will be displayed in read-only mode.

• Use the back button to return to the Workflow Manager.

By using the Workflow Manager and Workflow Designer, you can create sophisticated workflows that automate identity-related events and streamline your business processes. These tools provide flexibility and control, ensuring your workflows align precisely with your operational needs.