Workflows
Automate your identity processes.
Announcement
Explanation
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Workflows overview
About Workflows Automate your identity processes Workflows is a flexible, intuitive, and powerful way to automate your identity processes...
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Workflows: Manage versions and state
Overview Workflows can be continually edited. Learn about features that help you to manage the state of a Workflow, and to edit and deplo...
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Workflows testing strategies
Overview This guide covers tools and strategies you can use to help you edit and test your Workflows. Testing strategies Use the Tag Obje...
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Organization-level Workflows
Overview This guide describes how Workflows behave across environments, after the migration to organization-level Workflows in early 2023...
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Trigger Event and Step Types in Workflows
Now that you’ve learned how to create a Workflow, let’s take a closer look at all the configuration options available to you when buildin...
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Custom Code overview
About Custom Code Our 2.0 release introduces a new step that allows users to implement custom JS logic directly within a Workflow. This f...
How-to
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How to duplicate a Workflow
To create a second copy of a Workflow, follow these steps. Phase 1: Copy steps from existing Workflow. Open the Workflow you want to dup...
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Workflows Slack Integration
Overview You can automatically send Slack messages from a Workflow using Persona's Slack integration. In this article, you’ll learn how y...
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How to edit Workflow name and description
Overview Each Workflow has a name and description field. Use these fields to document and communicate the purpose of each Workflow—for te...
Tutorial
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Creating Workflows
Overview Get a first look at the steps to create a Workflow. Create a new Workflow To create a Workflow: In the Dashboard, select Workfl...
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Tag Inquiries that fail a specific Verification check, using Workflows
Overview This tutorial shows you how to build a Workflow that applies a Tag to any Inquiry that fails a specific Verification check. This...
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Set up an Inquiry review process using Workflows
Overview No matter what, you will likely want to manually review some of your Inquiries. You can set up an Inquiry review process entirel...