Table of Contents

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  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

Task Types

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.