Workflow Instances

WorkflowClosed A workflow is a series of steps necessary to complete a process. In Keyfactor Command, it refers to the workflow builder, which allows you to automate event-driven tasks such as when a certificate is requested, revoked or found in a certificate store. instances represent the execution of a workflow definition for a specific action. Every certificate enrollmentClosed Certificate enrollment refers to the process by which a user requests a digital certificate. The user must submit the request to a certificate authority (CA)., renewal, or revocation request processed in Keyfactor Command creates a workflow instance, whether you are using built-in global workflows or custom workflow definitions (see Workflow Definitions).

Other actions—such as certificate collectionClosed The certificate search function allows you to query the Keyfactor Command database for certificates from any available source based on any criteria of the certificates and save the results as a collection that will be available in other places in the Management Portal (for example expiration alerts and certain reports). updates, certificate store additions or removals, and alerts—create workflow instances only when custom workflows are configured for those actions, as no built-in global workflows exist for them.

A workflow instance combines the requested action with the workflow definition in effect at the time the action occurred. If a workflow definition includes steps such as approval requirements, PowerShell scripts, or APIClosed An API is a set of functions to allow creation of applications. Keyfactor offers the Keyfactor API, which allows third-party software to integrate with the advanced certificate enrollment and management features of Keyfactor Command. calls, you may need to manage its execution from the Workflow Instances page.

Note:  Workflow instances are bound to the workflow definition version that was active when the request started. For details on how workflow definition changes affect existing requests, see How Workflow Definition Changes Affect Requests.
Tip:  Where to find this in the Management Portal:
Workflow → Instances
Tip:  Click the help icon () next to the Workflow Instances page title to open the Keyfactor Software & Documentation Portal to this section. You will receive a prompt indicating:

You are being redirected to an external website ‘software.keyfactor.com'. Would you like to proceed?

You can also find Help in the NavigatorClosed The Navigator is the Keyfactor Command left-hand (newer versions) or top (older versions) navigation menu. Certificate collections and reports can be configured to be added to the menu using user-defined Show in Navigator settings.. From here you can choose to open either the Keyfactor Software & Documentation Portal at the home page or the Keyfactor API Endpoint Utility.

Keyfactor provides two sets of documentation: the On-Premises Documentation Suite and the Managed Services Documentation Suite. Which documentation set is accessed is determined by the Application Settings: On-Prem Documentation setting (see Application Settings: Console Tab).