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Info
This article includes updates for Smart ID 23.10.3.

This article describes how to configure when to start processes on core objects objects in Smart ID Identity Manager. This can, for example, be used if you have made a card request for a person, then you should not be able to make another card request for the same person until the first is done.

Step-by-step instruction

Expand
titleConfigure the validator 'Dynamic Search'


Expand
titlePrerequisites

Before you can configure when to start a process, you must have defined a search configuration. Read more here: Set up search configuration in Identity Manager.

If there is a precondition for a process to start that depends on data from inside Identity Manager, and that data can be found via searches, use the 'Dynamic Search' precondition validator. The symbolic name is dynamicSearchProcessStartInterceptor.

The 'Dynamic Search' precondition validator validates the number of results that are found by a configured search. Depending on if the number matches the condition or not, the required action is triggered.

  1. In Identity Manager Admin, go to CoreTemplate (for example, Identities or Cards) > State tabs > Additional Commands > Precondition.
  2. Configure the parameters:

    ParameterPossible valuesDescription
    SearchConfig<SearchConfig>A search configuration, whose result provides the required data needed to verify the wanted precondition.
    ResultCondition

    < lower than

    = equals

    > greater than

    The condition that is used to validate the number of the result of the search configuration.

    ResultCount <number>The number of entries that the ResultCondition validates against.
    Visibility

    isDisabled

    isEnabled

    isNotVisible

    isVisible

    Action that should be triggered if the condition if fulfilled.

    If the condition is not fulfilled, the opposite of the configured event will be executed:

    Selected conditionAction if condition is fulfilledAction if condition not fulfilled
    isDisabled Process is disabled (grayed out in Identity Manager Operator)Process is enabled
    isEnabledProcess is enabled (in Identity Manager Operator)Process is disabled (grayed out in Identity Manager Operator)
    isNotVisibleProcess is not visible (in Identity Manager Operator)Process is visible
    isVisibleProcess is visible (in Identity Manager Operator)Process is not visible



  3. Click Save.

...

Expand
titleConfigure the validator 'One Process per CoreObject'

The 'One Process per CoreObject' precondition validator can be used when there are many operators and you want to make sure that if one operator has started a process, for example a card request for a specific person, that a second operator cannot start a card request for the same person at the same time. You configure in Identity Manager Admin if the process shall be grayed out or not visible at all in Identity Manager Operator.

The symbolic name is oneProcessPerCoreobjectParamStartInterceptor.

  1. In Identity Manager Admin, go to CoreTemplate (for example, Identities or Cards) > State tabs > Additional Commands > Precondition.
  2. Configure the parameter:

    ParameterPossible valuesAction that should be triggered if a process instance is already running
    Visibility

    isDisabled (default)

    isNotVisible


    Selected conditionAction if condition fulfilledAction if condition not fulfilled
    isDisabledProcess is disabled (grayed out in Identity Manager Operator)Process is enabled

    isNotVisible

    Process not visible (in Identity Manager Operator)Process is visible



  3. Click Save.

...

Expand
titleConfigure the validator 'Execute Script'

The 'Execute Script' precondition validator can be used for a wide range of preconditions (combined ones, customer-specific ones, etc.).

Prerequisite is a script that does the necessary validation checks and provides two boolean variables representing the results (see the parameters below).

The symbolic name is executeScriptStartInterceptor.

  1. In Identity Manager Admin, go to CoreTemplate (for example, Identities or Cards) > State tabs > Additional Commands > Precondition.
  2. Configure the parameter:

    ParameterPossible valuesAction that should be triggered if a process instance is already running
    Script
    • Scriptname
    Script name from the combo box that shows all available script names inside the system.
    isVisibleVar

    <varname>

    Name from the variable in the script that represents if the process should be visible or not.
    isEnabledVar

    <varname>

    Name from the variable in the script that represents if the process should be enabled or disabled.


  3. Click Save.

Migrate old StartInterceptors

This section describes how to migrate from the old StartInterceptors to the new configuration.

Expand
titleMigrate old StartInterceptors

TypedCoreObjectRelationProcessStartInterceptor & RelatedObjectsInDefinedStateMissingProcessStartInterceptor

Functionality:

  • Checks if a relation to a core object of the hard coded CoreTemplateName / CoreTemplateName and State exists.
  • To have a working StartInterceptor, creation of a Subclass is necessary to set a core template name

Migration:

  1. Configure a SearchConfig that matches with the Relation-Search and State.
  2. Use 'Dynamic Search' and set the parameters accordingly as described above.

CoreObjectProcessStartInterceptorComposite

Functionality:

  • Combines several hard coded StartInterceptors.
  • To have a working StartInterceptor, creation of a Subclass is necessary. List with StartInterceptors to combine needs to be hardcoded inside.

Migration:

  1. Depending on how the combined StartInterceptors are used in combination, a 1 to 1 migration is not possible.

OneProcessPerCoreObjectStartInterceptor

Functionality:

  • Checks if for that core object, exactly the same process is already running, for example, if a card request for a specific person is already running.
  • Problem: Sub-processes where not taken into account. That resulted into wrong results if the process is at that moment in one of the sub-processes.

Migration:

  1. Use 'One Process per CoreObject' and keep the default value of the parameter "Visibility": "isDisabled".

Related information