In the cmxserver.properties file, set

cmx.e360.match_xref.view.enabled

to

true

. During installation, the default is

true

. During upgrade of existing software, the default is set to

false

. To use these views, you must use the ActiveVOS workflow adapter based on business entities.

If you use the Subject Area-based ActiveVOS workflow adapter, use the legacy Matches view and the legacy XREF view. Set

cmx.e360.match_xref.view.enabled

to

false

to use these legacy views to create tasks. When you upgrade to version 10.2,

cmx.e360.match_xref.view.enabled

is

false

by default.

Any merge tasks created prior to version 10.2 open in the legacy Match view. If you enable the Entity 360 framework, merge tasks that are created in version 10.2 are opened in the Matching Records view for business entities.

All unmerge tasks open in the Cross-reference Records view for business entities, regardless of the

cmx.e360.match_xref.view.enabled

setting.

All review tasks are processed in the Entity view for business entities.

Use the Entity 360 framework task inbox when configuring the

Data Director

user interface for the

Home

page. If you use the legacy task inbox with the business entity ActiveVOS workflow adapter, an error occurs.

No. Ensure that the role that you configure for the unmerge trigger is not the same role that you configured to process the merge task.

When a user escalates a task, declaims a task, or sends a task for approval, the Edit Task dialog opens to allow the user to assign the task. After the Edit Task dialog closes, the task is escalated, declaimed, or sent for approval.

Purchase

ActiveVOS Designer

to create customized workflows.