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

Changing the Approver for Tasks

Changing the Approver for Tasks

If you change the role of the approver for tasks, the change applies to new tasks only. To process existing tasks, configure a default trigger for the previous approver.
  1. Click
    Business Entity
    Tasks
    , and then select
    Triggers
    .
  2. Click
    Create
    .
  3. In the properties panel, enter
    DefaultApproval
    in the
    Name
    field, and then click
    Apply
    .
  4. Create an event.
    1. In the tree view panel, select
      Events
      , and then click
      Create
      .
    2. In the properties panel, select an event from the
      Event
      list, and then click
      Apply
      .
  5. Associate the previous role with the DefaultApproval trigger.
    1. In the tree view panel, select
      Roles
      , and then click
      Create
      .
    2. In the properties panel, select the role from the
      Role
      list, and then click
      Apply
      .
  6. Optionally, specify the business entities to which the trigger applies.
    1. In the tree view panel, expand the
      Role
      node.
    2. Expand the node for the previous role.
    3. Select
      Business Entities
      , and then click
      Create
      .
    4. In the properties panel, select the business entity to which the trigger applies from the
      Business Entity
      field.
    5. Repeat steps 4 to 5 for any other business entities to which the trigger applies.
  7. Click
    Apply
    .
    The changes are saved but are not published to the MDM Hub.
  8. Click
    Publish
    .

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