Create a custom Workflow

The custom workflow feature in Visual Guard allows administrators to design approval processes tailored to specific organizational requirements. Instead of relying on default configurations, you can define your own workflow structure by setting approval steps, assigning approvers, and configuring rules based on different scenarios.

This flexibility ensures that access requests and permission changes follow the exact validation process required by your organization, improving control, consistency, and overall security.

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Step 1: To create a workflow, click on Workflows on the left navigation panel –> Manage workflow –> create a workflow –> Create custom workflow 

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Step 2: Enter a name and the description of the Workflow.

• The name in (A)
• The description in (B)

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Step 3: Define the 2 parameters:Trigger & Event

• The trigger: open the dropdown list below and choose between the three possible triggers: 

1. EventLog

2. Intervale: If you select the Interval, the interval trigger will have to be chosen as below : 

3. Schedule: If you select schedule, one or several days of the week have to be selected and a schedule time has to be filled : 

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Step 4: After choosing all the settings of the workflow, click on create in the right corner of the page.

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Step 5: To add parameters and “events” to the workflow, click on it once it is created and follow these instructions : Edit a workflow

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See also: 

• Edit a Workflow
• Operations