Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Multidomain MDM 10.4 HotFix 3
  • All Products

Table of Contents

Search

  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.
0 COMMENTS
We’d like to hear from you!