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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Before You Install
  4. Installing MDM - Customer 360
  5. After You Install
  6. Business Processes for Customer Management
  7. Customizing Customer 360
  8. Upgrading Customer 360
  9. Troubleshooting

Installation and Configuration Guide

Installation and Configuration Guide

XML code for the My Records Component Configuration

XML code for the My Records Component Configuration

The following table lists the sub-elements of the
myRecordsManager
parent elements:
Element
Description
taskTypes
Parent element for all the task types.
The element contains
taskType
.
taskType
Contains the configuration for a task type. For example, UpdateWithApproval or FinalReview. You configure the task types in
Tasks
configuration as part of the COCS configuration. The
Tasks
configuration is present in the
C_REPOS_CO_CS_CONFIG
repository table.
Has the
name
attribute which specifies the name of the task.
role
Role of the user for which you configure the workflow.
You specify the configuration for a task type and a user role.
The element contains
enableEditRecordDetails
,
enableAssignTo
, and
actions
.
enableAssignTo
Indicates whether the
assign to a user
option is available for the task type and user role. Set to
true
to make the option available to the user with the role and set to
false
to make the option unavailable.
actions
Set of actions that are available for each task. Each task type has a set of possible actions that you can perform in the task context.
The element contains
action
.
action
An action, such as submit, approve, reassign, or reject, that you can perform on a task. Has the
name
attribute, which specifies the name of the action.
The element contains
enableCommentOnAction
,
enableAssignTo
,
isCommentMandatory
, and
actionMessage
.
enableAssignTo
: Applicable to the task action that has the manual reassign set to true.
enableCommentOnAction
Indicates whether you have the option to add a comment when you perform a task action. Set to
true
to make the option available. Set to
false
to make the option unavailable. If set to true, specify
isCommentMandatory
.
isCommentMandatory
Indicates whether you must add a comment when you perform the action. If set to
true
, specify the
actionMessage
element.
actionMessage
Message to display when you perform the action.
If you want to edit the XML code for the configuration, ensure that you follow the XML example.
The following sample code shows the configuration of the My Records component.
<myRecordsManager> <!-- Tasktypes as configured in Tasks in CO CS Config --> <taskTypes> <taskType name="AVOSBeDraftState"> <role name="SalesOperationAnalyst"> <enableAssignTo>false</enableAssignTo> <!-- Action of task as configured in BPR(ActiveVOS Workflow) --> <actions> <action name="Submit"> <enableCommentOnAction>false</enableCommentOnAction> </action> <action name="Discard"> <enableCommentOnAction>true</enableCommentOnAction> <isCommentMandatory>false</isCommentMandatory> <actionMessage><![CDATA[All the unsaved changes to the record will be lost]]></actionMessage> </action> </actions> </role> </taskType> </taskTypes> </myRecordsManager>

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