Holistic View

This task allows you to view the certificates in a holistic view in the workflow Studio. You have the option to download the certificate and the certificate key from the Holistic View stage of the workflow.

To add Holistic View task to your workflow:

  1. Design a workflow.
  2. From the User Interface section, drag and drop the Holistic view task.
  3. In the Holistic view task window, under Properties, define the Certificate id and Certificate type either as static values or a global variable.
  4. In the Holistic view task window, under Resource, define the permissions in the chart as follows:
    • V (View) - Users can only view the interface. There is no Submit or Cancel buttons provided.
    • R (Review) - Users can only view/read, Submit and Cancel without editing the task.
    • RW (Read Write) - Users can read/write, Edit, Submit, and Cancel the task.
  5. Connect the workflow tasks and from the menu on the top, click Preview.
    Holistic view is executed. Hover your mouse over (Certificate status icon to view the certificate status.
  6. To download the certificate and certificate key, click .
  7. Click Submit.
    Note: You can add multiple Holistic view tasks to the workflow.
    Note: For more information on Holistic View, refer to the Cert+ User Guide.