Provisioning Tool Guide

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Configuring Tasks Overview

You can configure tasks to ensure changes to records and hierarchies move through an approval workflow. You can configure the task template, workflow triggers, task types to meet your business requirements. For example, you might want changes by Data Stewards to trigger a workflow, or you might want to create tasks to review new records and edited records. Also, you might want to specify the default title or priority for tasks.

You can perform the following task configurations:

Task template: You can configure task templates so that a task is created with specific properties. For example, you can specify that when a trigger launches a workflow, the tasks have a particular title, priority, due date, and task status.
Workflow triggers: You configure workflow triggers so the appropriate ActiveVOS^® workflow is launched after certain events in
Data Director
. You can configure whether users must add comments or attachments when they trigger workflows.
Task types: You can configure task types so that specific user roles can claim or be assigned tasks. You can create task action configurations for each task type. You can configure whether users must add a comment, attach a file, or reassign tasks when they perform task actions.
Task Administrator role: You can configure the Task Administrator role and map the MDM Hub role with privileges to manage all tasks to the Task Administrator role. For example, if you use the default ActiveVOS workflows, map the abAdmin MDM Hub role to the Task Administrator role.

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Table of Contents

Provisioning Tool Guide

Provisioning Tool Guide

Configuring Tasks Overview

Configuring Tasks Overview