> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/command-centre/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.security.gallagher.com/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/working-with-workflow-templates/activate-access-card.md).

# Activate Access Card

## Use Case Overview

The workflow allows a cardholder to activate an access card.

The template activates just one selected physical credential type.

{% hint style="info" %}
**Creating Active vs. Inactive Credentials**

The credential request workflow is designed to create both active and inactive physical credentials, depending on the delivery method selected by the requester. For non-in-person collection methods, the card is generated as inactive in Command Centre. If the card is collected in person, an active credential is created.
{% endhint %}

## Prerequisites Configuration

Before configuring this template, ensure the required system entities, such as lists or approver groups, are already set up. This includes pre-configuring the following elements:

{% stepper %}
{% step %}

### [Notification Email Templates](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/email-templates.md)

The workflow automatically sends notification emails at configured points, such as notifying approvers when an approval task is created or informing a requester when a request needs an update or is completed. Email templates for these notifications should be predefined. Some templates are workflow-specific, while others are reusable. The emails use variables to personalise the content and ensure tailored messages.
{% endstep %}

{% step %}

### [Command Centre PDF List](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/lists/command-centre-lists/pdf-list.md)

Import the Personal Data Fields list from Command Centre. This lets AccessNow use cardholder details in the workflow. For example, it can look up the requester cardholder and display relevant details to the requester or approvers.

{% hint style="info" %}
You only need to import the Command Centre PDF List once. If you already imported it for another workflow, you can skip this step.
{% endhint %}
{% endstep %}

{% step %}

### [Command Centre Card Type List](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/lists/command-centre-lists/card-type-list.md)

Import the Card Type list from Command Centre. This list defines the physical and mobile credential types available in the workflow. Examples include staff cards, student cards, and digital credentials. These types determine which credentials the workflow can manage.

{% hint style="info" %}
You only need to import the Command Centre Card Type List once. If you already imported it for another workflow, you can skip this step.
{% endhint %}
{% endstep %}

{% step %}

### [Create a New Workflow](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/creating-a-new-workflow.md)

To create a workflow from a template, first manually create an empty workflow.
{% endstep %}

{% step %}

### [Import a Template](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/working-with-workflow-templates/importing-workflows.md)

Download the template you want to customize and import it into the empty workflow created earlier. After that, you can start customizing your template.

Once the workflow is imported, steps and fields needing configuration are highlighted in red and are also mentioned in the validation messages. Follow the instructions below to configure these steps.

<figure><img src="/files/U9wbzKVPA1bvHHCyrs7j" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Step configuration: *Data Initialisation*

Open the workflow in [edit mode](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/editing-a-workflow-version.md) and find the [Data Initialisation step](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/steps/data-initialisation-step.md). This step configures all necessary fields and values required for the workflow before the process runs.

{% hint style="info" %}
The Data Initialisation step is where you link the workflow template to the prerequisite elements you configured in the previous steps. Learn more about [Data Initialisation step configuration](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/steps/data-initialisation-step.md).
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/yXkJziGyE6Td8uHoYlFq" alt="" width="266"><figcaption></figcaption></figure></div>

#### Data Setup tab

**Click** on the step. It displays the step's configuration in the side panel.

Find the step's **Data Setup** tab. Steps and fields that need configuration are highlighted in red and are also mentioned in the validation message. Follow the instructions in the table below to configure the required fields.

<table><thead><tr><th>Field Name</th><th width="131.748779296875">Value type</th><th>Value</th></tr></thead><tbody><tr><td>UniqueUserPdf</td><td>Select PDF List</td><td>Select the PDF that uniquely identifies the cardholder, such as <em>Email</em>.</td></tr><tr><td>FilterCardType</td><td>Select Card Type List</td><td>Select the credential type this template activates from the Card Type List, for example <em>Employee Desfire</em>.</td></tr><tr><td>CardTypeName</td><td>String</td><td>Enter the same card type name selected in the previous field. Type it exactly as it appears above.</td></tr><tr><td>RequestFailedEmail</td><td>Email Template</td><td>Select the email template sent when the request fails because of a system error.</td></tr></tbody></table>

Remember to **Save** your changes.
{% endstep %}

{% step %}

### [Test the Workflow](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/testing-a-workflow-version.md)

It is recommended to test the workflow before publishing it for use by the system's end users.
{% endstep %}

{% step %}

### [Publish the Workflow](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/publishing-a-workflow-version.md)

After testing and being satisfied with the results, publish the workflow to make it available for system users to make requests.
{% endstep %}
{% endstepper %}


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