Sending Merge Candidates for Approval Through ActiveVOS
Sending Merge Candidates for Approval Through ActiveVOS
Instead of merging selected entities immediately in
Data Director
(IDD), you can send the suggested merge candidates through an approval workflow that is coordinated by the
ActiveVOS Server
.
In the IDD Data workspace, select
Matches
and select the merge candidates as usual.
Click
Actions
and select
Create Merge Task
.
The Create Task dialog box opens with default values for all task attributes.
In the Title field, replace the default title with a meaningful title for this workflow.
For example, include the name of the person in the title, such as
Merging M Singh
.
In the Task Type field, ensure that
Merge Workflow
is selected.
Change any other default task attributes as required.
Click
OK
.
The
ActiveVOS Server
begins executing activities. When the
ActiveVOS Server
reaches the first people activity, the
ActiveVOS Server
creates an IDD Merge task. Everyone with the DataSteward role receives a task notification in their IDD Task Inboxes. The task notification includes the Title that you specified and has a task type of Merge.