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Access to this page requires authorization. You can try changing directories.
Lifecycle workflows allow for tasks associated with the lifecycle process to be run automatically for users as they move through their lifecycle in your organization. Workflows consist of:
- Tasks: Actions taken when a workflow is triggered.
- Execution conditions: The who and when of a workflow. These conditions define which users this workflow should run against, and when (trigger) the workflow should run.
In the Microsoft Entra admin center, you can create and customize workflows for common scenarios by using built-in templates or by cloning an existing workflow. To build a workflow from scratch without using a template or an existing workflow, use Microsoft Graph.
Prerequisites
Using this feature requires Microsoft Entra ID Governance or Microsoft Entra Suite licenses. To find the right license for your requirements, see Microsoft Entra ID Governance licensing fundamentals.
Create a lifecycle workflow by cloning an existing workflow in the Microsoft Entra admin center
You can use an existing workflow as the starting point for a new workflow. The clone option is available only in the Microsoft Entra admin center.
To start cloning from the workflow list:
Sign in to the Microsoft Entra admin center as at least a Lifecycle Workflows Administrator.
Browse to ID Governance > Lifecycle workflows > Workflows.
Select the workflow that you want to clone, and then select Clone.
You can also start cloning from the workflow creation experience:
Browse to ID Governance > Lifecycle workflows > Create workflow.
On the Choose a workflow page, find the Clone an existing workflow card, and then select Browse workflows.
Select the workflow that you want to clone.
After you select a workflow to clone, the Review + create tab opens directly. Review the workflow settings, and then select Create to create the workflow without making changes.
To customize the workflow before you create it, select the other tabs and update the workflow details or configuration. When you're finished, return to the Review + create tab and select Create.
Create a lifecycle workflow by using a template in the Microsoft Entra admin center
If you're using the Microsoft Entra admin center to create a workflow, you can customize existing templates to meet your organization's needs. These templates include one for common pre-hire scenarios.
To create a workflow based on a template:
Sign in to the Microsoft Entra admin center as at least a Lifecycle Workflows Administrator.
Browse to ID Governance > Lifecycle workflows > Create a workflow.
On the Choose a workflow page, select the workflow template that you want to use.
On the Basics tab, enter a unique display name, description, and administrative scope for the workflow, and then select Next.
On the Configure scope tab, select the trigger type and execution conditions to be used for this workflow. For more information on what you can configure, see Execution conditions.
Under Rule, enter values for Property, Operator, and Value. The following screenshot gives an example of a rule being set up for a sales department. For a full list of user properties that lifecycle workflows support, see Supported user properties and query parameters.
To view your rule syntax, select the View rule syntax button. You can copy and paste multiple user property rules on the panel that appears. For more information on which properties you can include, see User properties. When you finish adding rules, select Next.
On the Review tasks tab, you can add a task to the template by selecting Add task. To enable an existing task on the list, select Enable. To disable a task, select Disable. To remove a task from the template, select Remove.
When you're finished with tasks for your workflow, select Next: Review and create.
On the Review and create tab, 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.
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 lifecycle workflow by using Microsoft Graph
To create a lifecycle workflow by using the Microsoft Graph API, see Create workflow.