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English
  • Multidomain MDM 10.4
  • 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. Create a Task Type

Step 1. Create a Task Type

Create a task type and configure whether users can add an attachment when they edit the task details.
  1. Click
    Business Entity
    Tasks
    , and then select
    Task Types
    .
  2. Click
    Create
    .
  3. In the properties panel, enter the name of an ActiveVOS task in the
    Name
     field.
    The name must match the
    mdmavxsd:name
     value defined in the
    mdmavxsd:taskType
     expression of the setup script that is before a People Activity in the workflow
    .bpel
     file.
    The following table describes the task names for the default business entity workflows:
    Task Name (mdmavxsd:name)
    People Activity Description
    Associated Workflows
    AVOSBeMerge
    Data steward reviews the candidates and either merges the records or cancels the action.
    Merge
    AVOSBeUnMerge
    Data steward reviews the candidate and either unmerges the record or cancels the action.
    Unmerge
    AVOSBeNotification
    If approved, the record is flagged for promotion and the data steward is notified.
    Update with approval
    One step approval
    Two step approval
    AVOSBeReviewNoApprove
    Manager reviews an update and either rejects it or sends it on for Final Review.
    Update with approval
    Two step approval
    AVOSBeFinalReview
    Senior manager reviews the update and either rejects it or approves it.
    Update with approval
    One step approval
    Two step approval
    AVOSBeUpdate
    Data steward reviews the update and either cancels the update or sends it through a two-step approval process.
    Update with approval
    One step approval
    Two step approval
    HierarchyFinalReview
    Senior manager reviews the update and either rejects it or approves it.
    Hierarchy one step approval
  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. 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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