Orchestration Actions and Reminders
Configuring email reminders and external destinations for certification events
On certification completion
When a row is assigned or re-assigned
When an item is accepted or rejected
Operators can configure notification settings for a workflow on the Access Reviews page. All certifications created for the workflow inherit these settings. Operators can also customize notification settings for an individual certification.
Email reminder settings
To set up email alerts for an existing Workflow, click Actions > View Workflow and click Open under Email Notifications and Reminders
Emails can be event-based notifications (such as for when certification is started or finished), and date-based reminders for alerting on inactivity and deadlines.
Selecting "Reviewers" as recipients ensures that anyone assigned to the certification will be notified by email. Additional participants can be added to inform stakeholders about deadlines and delays.
Reminders are sent as the certification due date approaches.
Details
The option "When a certification row has been reassigned" only applies when a reviewer is assigned to a row via user operation (API or GUI), and not at workflow creation.
To notify reviewers who are auto-assigned on certification creation, enable notifications "when a certification has been started".
Manager information is retrieved from the latest Authorization Graph snapshot (a
manager
property or tag must identify the correct reviewers for entities in the certification results).
Workflow Orchestration Action settings
Orchestration Actions enable external processes around decisions made on certification results, such as creating a service desk ticket or posting announcements to a team channel when a decision is made on a certification.
To change these settings for an existing Workflow, open the workflow overview and click Configure Orchestration Actions. Choose the webhook or integration to use for each certification action. If ServiceNow is configured as an integration, you can select it as the destination for certification row "REJECTED" decisions.
Workflow Orchestration Actions with webhooks
Completed certification example
Rejected row example
Details
The full entity details are included for rejected or approved rows.
details
: includesName
,ID
, andtype
of the principal and resource selected for the Workflow query.If available, the response will include effective C/R/U/D and raw ("system") permissions the principal has to the resource
Valid
decisions
are 1: NONE, 2: ACCEPTED, 3: REJECTED, 4: FIXED.
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