Data Director Implementation Guide

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Setting a Default Approval Workflow for the Subject Area Data View

When data stewards change master data, they can send the update for approval by clicking the

Send for Approval

button. This action opens the Create Task dialog box. The default approval workflow is displayed in the Task Type field.

Before you modify the task type to set a default approval workflow, ensure that there are no tasks in the IDD Tasks dashboard.

In the IDD Configuration Manager, select the application and click

Edit

Click the

Tasks

tab.

Under Task Types, click the task type with the name of the approval workflow that you want to use as the default, and click

Edit

Select the

Create task type by default on approval

check box, and click

If the check box is disabled, another task type has this option set. Edit the other task types to find the task type with this option set and clear the check box. Then you can set the option in the preferred workflow task type.

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Data Director Implementation Guide

Data Director Implementation Guide

Setting a Default Approval Workflow for the Subject Area Data View

Setting a Default Approval Workflow for the Subject Area Data View