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

Configuring Task Manager

Configuring Task Manager

The Task Manager displays task notifications and details of the associated records for which the review process generates the task notifications. You can select the fields that you want to display in the task panel of the Task Manager.
  1. In the Provisioning tool, click
    Configuration
    General Settings
    .
  2. Select
    Task Manager Configuration
    .
  3. Perform one of the following tasks:
    • To configure the Task Manager for the first time, click
      Create
      .
      You cannot create more than one Task Manager for an Operational Reference Store.
    • To edit the Task Manager configuration, select
      TaskManagerConfiguration
      .
    The Properties panel displays
    Basic
    and
    Advanced
    tabs. To configure the Task Manager in the user interface, use the
    Basic
    tab. To configure the Task Manager with the XML code, use the
    Advanced
    tab. See XML Code to Configure the Task Manager.
  4. On the
    Basic
    tab, in the
    Display Fields
    field, click
    Edit
    .
    The
    Table Settings
    dialog box appears.
  5. To add or remove a field, select the field and drag it to the required section.
  6. To set the order for a field, move the field up or down.
  7. Click
    OK
    .
  8. Click
    Apply
    .
  9. 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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