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Workflows
Automate your identity processes.
Introduction
Key Concepts
Learn about the key concepts, models, and vocabulary around Workflows
Workflows overview
Organization-level Workflows
Workflows FAQs
Using Workflows
Understanding how to use Workflows
Creating Workflows
Duplicate a Workflow
Workflows: Manage versions and state
Trigger Event and Step Types in Workflows
Edit Workflow name and description
Rerun Workflows with Manual Triggers
Testing and auditing your Workflows
Workflows testing strategies
Custom Code in Workflows
Workflows Slack Integration
Set up an Inquiry review process using Workflows
Tag Inquiries that fail a specific Verification check, using Workflows
Automatically compare IP address location with user-inputted location
Using the Send Email Action Step
Features
Steps
Learn about the various Workflow Steps
Approve Inquiry step
Decline Inquiry step
Inquiry Link Email step
Send Inquiry Link SMS step
Send SMS step
Create Case step
Redact Object step
Wait step
Parallel step
FAQ
Managing Workflows
The most frequently asked questions about managing and overseeing Workflows asked by Persona Community members
How to revert to a previously published Inquiry Template Version or Workflow Version
Testing and debugging
The most frequently asked Workflows testing and debugging questions asked by Persona Community members
How can I test changes to a Workflow?