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

Configuring Workflow Triggers

Configuring Workflow Triggers

Workflow triggers determine which task workflows are launched after create, update, or merge events.
If you configure a role to trigger an unmerge task, do not assign the same user role as reviewer.
To configure workflow triggers, perform the following steps:
  1. Create a workflow trigger, and configure whether users must add a comment or attachment to the triggered task.
  2. Configure events for the workflow trigger.
  3. Configure which roles and business entities trigger workflows.

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