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Configuring workflows

You can configure an approval workflow for code lists, crosswalks, and hierarchies. You can also add approval steps, define approvers for each approval task, and configure whether comments are required for task actions.

Users assigned the following roles can configure an approval workflow:

Reference 360 Primary Owner role and the Primary Owner stakeholder role for a code list.

Reference 360 Business Steward role and the Business Steward stakeholder role for a crosswalk.

Reference 360 Planner role and the Planner stakeholder role for a hierarchy.

By default, one-step approval workflows are configured for all code lists, crosswalks, and hierarchies. To create multi-step approval workflows, you add additional approval tasks to the workflow configuration of a code list, a crosswalk, or a hierarchy.

In the

Explore

panel, select a code list, a crosswalk, or a hierarchy, and click

Open

Click the

Workflow

tab.

The

Workflow

page appears.

To edit an existing approval task, perform any of the following actions:

To edit the approval task name, edit the name in the

Task Name

field.

To update the approvers, in the

Approvers

section, click

Edit

. Select or clear approvers and click

To update whether users are required to leave a comment when they approve the approval task, in the

Task Actions

section, change your selection.

To add an approval task to the workflow, perform the following actions:

Click

Add Approval Task

The approval task appears at the top of the list.

Enter an approval task name.

In the

Approvers

section, click

Add

. Select approvers and click

Optional. If you don't want to require users to leave a comment when they approve the approval task, select

Optional

To add additional approval tasks to the workflow, repeat step 4.

To rearrange the order of approval tasks, click

Move Up

Move Down

for the appropriate approval task.

The order that the approval tasks appear in the list determines the order that the approval tasks are linked together. The approval task at the top is the first approval task in the workflow.

To enable an approval workflow for the code list or crosswalk when you import code values or value mappings by using the import version 2 REST API, select

Enable workflow on API import

Reference 360

locks the code list or crosswalk when the approval workflow is in progress. Other users can't perform any action on the locked code list or crosswalk until the workflow is complete.

When the approval workflow is in progress, you can discard the draft to unlock the code list or crosswalk.

Click

Save

The following image shows a sample workflow configuration of a code list:

The workflow configuration of the Enterprise BankAccountType code list displays two approval tasks: first reviewer and final approval.

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Reference 360

Reference 360

Configuring workflows

Configuring workflows