Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • MDM - Customer 360 10.3 HotFix 1
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

User Guide

User Guide

Back Next

Task Types

By default, workflows are triggered when a user with the Sales Operation Analyst creates or updates a record. When a user with the Sales Operation Manager role creates or updates a record, no workflows are triggered.
The
Customer 360
 default configuration includes the following tasks:
Task Type
Description
DraftState
Created when a creator creates or updates a record and chooses to keep the change in draft state.
Notification
Created when an approver approves or rejects a record.
Update
Created when an approver sends back a record for resubmission.
FinalReview
Created when a creator sends a new record or an updated record for approval.
The following steps summarize what happens when a user with the Sales Operation Analyst role creates or updates a record and a user with the Sales Operation Manager role approves the record:
Task
Task Owner
Possible Actions
Result
DraftState
Creator
Submit
Record is submitted for approval. Record is assigned to users with Sales Operation Manager role.
Discard
Record is deleted.
FinalReview
Approver
Claim
User claims the tasks. Record appears in the task inbox of the user.
Disclaim
Record is assigned back to users with the Sales Operation Manager role.
Approve
Record is promoted. Notification sent to the creator.
Reject
Record is deleted. Notification sent to the creator.
Send Back
Record is sent back to the creator with comments.
Update
Creator
Submit for Approval
Record is resubmitted for approval. Moves to the FinalReview workflow.
Cancel
Record is deleted.
Notification
Creator
OK
Close the workflow.
0 COMMENTS
We’d like to hear from you!