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English
  • Multidomain MDM 10.3 HotFix 1
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

1. Create a Task Type

1. Create a Task Type

Create a task type and configure whether users can add an attachment when they edit the task details.
  1. Click
    Business Entity
    Tasks
    .
  2. In the
    Tasks
     panel, select
    Task Types
    , and then click
    Create
    .
  3. In the properties panel, enter the name of an ActiveVOS task in the
    Name
     field.
    The name must match the
    mdmavxsd:name
     value defined in the
    mdmavxsd:taskType
     expression of the setup script that is before a People Activity in the workflow
    .bpel
     file.
    The following table describes the task names for the default business entity workflows:
    Task Name (mdmavxsd:name)
    People Activity Description
    Associated Workflows
    AVOSBeMerge
    Data steward reviews the candidates and either merges the records or cancels the action.
    Merge
    AVOSBeUnMerge
    Data steward reviews the candidate and either unmerges the record or cancels the action.
    Unmerge
    AVOSBeNotification
    If approved, the record is flagged for promotion and the data steward is notified.
    Update with approval
    One step approval
    Two step approval
    AVOSBeReviewNoApprove
    Manager reviews an update and either rejects it or sends it on for Final Review.
    Update with approval
    Two step approval
    AVOSBeFinalReview
    Senior manager reviews the update and either rejects it or approves it.
    Update with approval
    One step approval
    Two step approval
    AVOSBeUpdate
    Data steward reviews the update and either cancels the update or sends it through a two-step approval process.
    Update with approval
    One step approval
    Two step approval
  4. Optionally, in the
    Label
     field, enter a label for the task type.
  5. To support attachments when users edit the task details, select the
    Enable File Attachments in Task Details
     check box.
  6. Click
    Apply
    .
    The
    Roles
     and
    Task Action Configuration
     folder appears in the tree view panel.
  7. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
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