Workflows

Follow the instructions given here to try out workflows.

Problem scenario

After Cameron sets up self registration for Pickup web applications, Rowan is concerned about security. Rowan prefers to review and approve new user accounts before granting access to the Pickup web applications.

Cameron realizes the possibility of creating a workflow using WSO2 Identity Server and granting role-based authorization, so that each account registration will be subject to approval.

Let's use the command-line to check out the workflow functionality.

In this workflow, whenever a new user account is created, it creates a task for a junior manager (Alex) to approve/reject the account creation. Upon the approval of a junior manager, a task will be created for the senior manager (Cameron) to approve/reject the account creation.

Prerequisites

Follow the quick setup instructions to install and start the WSO2 Identity Server.

Run the sample scenario

First, let's set up and run the sample applications.

  1. Follow the instructions on setting up the samples.

    Info

    A message appears to pick a scenario.

    List of scenarios in QSG

  2. Enter 6 as the scenario number at the command prompt.

    Note that a message with the user and web application details appears.

    qsg-configure-a-workflow

Try it out

  1. Enter the http://localhost.com:8080/pickup-dispatch URL on a web browser to access the Pickup Dispatch application.

  2. Click Log in.
    qsg-sso-dispatch-login

  3. Click Register Now.

    qsg-sso-login-credentials

  4. Enter a username for your user account and click Proceed to Self Register.

    qsg-self-sign-up-username

    Note

    If you want a user to self register for a specific tenant, provide the username in the following format: <USERNAME>@<TENAND_DOMAIN> .

  5. Provide the user profile details, agree to the Privacy Policy, and click Register.
    qsg-self-sign-up-new-account

    Even though a new user account is created successfully, it is in disabled state. To enable the user, you need to sign in to the WSO2 user portal and approve the pending workflow requests.

  6. Enter the http://localhost:9443/myaccount URL on a web browser to access the WSO2 My Account Portal.
    qsg-sso-login-credentials

  7. Enter the following credentials to sign in as Alex and click Sign In.

    Username: alex    | Password: alex123
  8. Click Operations.

  9. Click Show more under Pending approvals.

    qsg-user-portal-tasks

  10. Click Approve to approve the user account creation.

    qsg-workflow-approve-task

  11. Click Sign out to sign out of WSO2 User Portal as Alex.
    qsg-sign-out

  12. Enter the following credentials to sign in as Cameron and click Sign In.

        Username: cameron    | Password: cameron123
  13. Click Show more under Pending approvals.

    qsg-user-portal-tasks

  14. Click Approve to approve the user account creation.

    qsg-workflow-approve-task-2

  15. Navigate back to the Pickup Dispatch application and sign in using the new user credentials.

    qsg-sso-login-credentials

    Select the attributes that you wish to share with Pickup Dispatch and click Continue.

    qsg-workflow-consent

    Note

    Obtaining the user consent is one of the fundamental requirements of GDPR regulation. WSO2 Identity Server facilitates this through its Consent Management features. To know more about GDPR and how WSO2 Identity Server handles consent, see Consent Management.

    Note that the Pickup Dispatch home screen appears.

    qsg-sso-dispatch-home


This concludes the Quick Start Guide!

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