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English
  • Multidomain MDM 10.4 HotFix 1
  • All Products

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. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Integrating Data as a Service
  15. Configuring External Calls
  16. Designing the Data Director User Interface
  17. Localizing Data Director
  18. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Step 1. Configuring a Hierarchy Task Type

Step 1. Configuring a Hierarchy Task Type

Create the hierarchy task type and configure which users can claim or be assigned tasks. For example, you might want Senior Managers to review hierarchy tasks.
  1. Click
    Business Entity
    Tasks
    , and then select
    Task Types
    .
  2. Click
    Create
    .
  3. In the properties panel, in the
    Name
     field, enter
    HierarchyFinalReview
    .
  4. Optionally, in the
    Label
     field, enter a label for the task type.
  5. To support attachments when users edit the task details, select the
    Enable File Attachments in Task Details
     check box.
  6. Click
    Apply
    .
    The
    Roles
     and
    Task Action Configuration
     folders appear in the tree view panel.
  7. Select roles that can claim or be assigned the task.
    1. In the tree view panel, select
      Roles
      , and then click
      Create
      .
    2. In the properties panel, from the
      Role
       list, select an MDM Hub user role.
    3. Click
      Apply
      .
      The role appears in the tree view panel.
    4. Optionally, create additional roles.
  8. Optionally, configure the hierarchies that the role can access.
    If you do not configure hierarchies, users assigned the selected roles can manage tasks for all hierarchies.
    1. In the tree view panel, select a role.
    2. Select
      Hierarchy
      , and then click
      Create
      .
    3. In the properties panel, from the
      Hierarchy
       list, select a hierarchy.
    4. Click
      Apply
      .
    5. Optionally, configure additional hierarchies.
  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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