MDM - Customer 360
- MDM - Customer 360 10.5
- All Products
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.
|
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.
|