Process templates

A Process template defines the activities, steps, and procedures that must be carried out to complete a defined business process.

All processes created in the system are visible on the Process templates view, under Setup > Administration > Data management > Process templates.

Each time the template is activated, the form representing the first activity in the process is displayed.

Every time the template is used, the same information is requested, and all relevant work is performed. This is called a process instance, process run, or simply, a process.

A process template defines a path for how data is presented and modified. When a process is triggered, three objects are involved:

• Process object - collects information specific to any process, such as the starting date and the state of the process.
• Activity object - for every activity, there will be an object that collects information specific to an activity, such as assignee, states, and completion time.
• Target object - collects information specific to the process template that has been triggered.

All processes created in Omada Identity are based on a process template.

Out-of-the-box templates

When you install , you can find several process templates defined by default. The most commonly used are:

• 100 - Onboard contractor
• 101 - Onboard employee
• 102 - Maintain my data
• 103 - Delegate access
• 104 - Request access
• 109 - Enroll to password reset
• 110 - Password reset

important

Some Process Templates that should be used as is, as they rely on special and/or server-side logic. recommends that these are not copied and customized:

• 108 - Perform provisioning
• 119 - Evaluate identity violations
• 105 - Onboard application

For information on how to assign users access to process templates, refer to the Security guide.