Table of Contents

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

Configuring Workflow Triggers

Configuring Workflow Triggers

Workflow triggers determine which task workflows are launched after create, update, or merge events.
If you configure a role to trigger an unmerge task, do not assign the same user role as reviewer.
To configure workflow triggers, perform the following actions:
  1. Create a workflow trigger, and configure whether users must add a comment or attachment to the triggered task.
  2. Configure events for the workflow trigger.
  3. Configure which roles and business entities trigger workflows.

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