Create a Lifecycle workflow (Preview)

Lifecycle Workflows allows for tasks associated with the lifecycle process to be run automatically for users as they move through their life cycle in your organization. Workflows are made up of:

  • tasks - Actions taken when a workflow is triggered.
  • execution conditions - Define the who and when of a workflow. That is, who (scope) should this workflow run against, and when (trigger) should it run.

Workflows can be created and customized for common scenarios using templates, or you can build a template from scratch without using a template. Currently if you use the Azure portal, a created workflow must be based off a template. If you wish to create a workflow without using a template, you must create it using Microsoft Graph.

Prerequisites

  • Azure AD Premium P2

For more information, see: License requirements

Create a Lifecycle workflow using a template in the Azure portal

If you are using the Azure portal to create a workflow, you can customize existing templates to meet your organization's needs. This means you can customize the pre-hire common scenario template. To create a workflow based on one of these templates using the Azure portal do the following steps:

  1. Sign in to the Azure portal.

  2. Select Azure Active Directory and then select Identity Governance.

  3. In the left menu, select Lifecycle Workflows (Preview).

  4. select Workflows (Preview)

  5. On the workflows screen, select the workflow template that you want to use. Screenshot of a list of lifecycle workflows templates.

  6. Enter a unique display name and description for the workflow and select Next. Screenshot of workflow template basic information.

  7. On the configure scope page select the Trigger type and execution conditions to be used for this workflow. For more information on what can be configured, see: Configure scope.

  8. Under rules, select the Property, Operator, and give it a value. The following picture gives an example of a rule being set up for a sales department. For a full list of user properties supported by Lifecycle Workflows, see Supported user properties and query parameters

    Screenshot of Lifecycle Workflows template scope configuration options.

  9. To view your rule syntax, select the View rule syntax button. You can copy and paste multiple user property rules on this screen. For more detailed information on which properties that can be included see: User Properties. When you are finished adding rules, select Next. Screenshot of workflow rule syntax.

  10. On the Review tasks page you can add a task to the template by selecting Add task. To enable an existing task on the list, select enable. You're also able to disable a task by selecting disable. To remove a task from the template, select Remove on the selected task. When you are finished with tasks for your workflow, select Next.

    Screenshot of adding tasks to templates.

  11. On the Review+create page you are able to review the workflow's settings. You can also choose whether or not to enable the schedule for the workflow. Select Create to create the workflow.

    Screenshot of reviewing and creating a template.

Important

By default, a newly created workflow is disabled to allow for the testing of it first on smaller audiences. For more information about testing workflows before rolling them out to many users, see: run an on-demand workflow.

Create a workflow using Microsoft Graph

To create a workflow using Microsoft Graph API, see Create workflow (lifecycle workflow)

Next steps