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English
  • Multidomain MDM 10.5 HotFix 3
  • 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. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

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Step 3. Configuring Hierarchy Workflow Triggers

Step 3. Configuring Hierarchy Workflow Triggers

Create a trigger that launches the hierarchy workflow and creates a hierarchy task. For example, you might want changes that Data Stewards make to a hierarchy to trigger a hierarchy task.
  1. Configure a workflow trigger.
    1. Click
      Business Entity
      Tasks
      , and then select
      Triggers
      .
    2. Click
      Create
      .
    3. In the properties panel, enter
      HierarchyOneStepApproval
      .
      The Repository Manager refers to the name when reporting trigger validation errors.
    4. Select
      Start Workflow
       so that the event trigger launches a workflow.
    5. Configure the following parameters:
      Parameter
      Input
      Template
      HierarchyApprovalTemplate
      Task Type
      HierarchyFinalReview
      Task Kind
      Hierarchies
      Process
      HierarchyOneStepApprovalTask
    6. Click
      Apply
      .
  2. Configure events for a workflow trigger.
    1. In the tree view panel, select
      Events
      , and then click
      Create
      .
    2. In the properties panel, from the
      Event
       list, select
      ModifyHierarchy
      .
    3. Click
      Apply
      .
  3. Configure roles for a workflow trigger.
    1. In the tree view panel, select
      Roles
      , and then click
      Create
      .
    2. In the properties panel, from the
      Role
       list, select the MDM Hub role.
      For example, select Data Steward if you want changes that Data Stewards make to a hierarchy to trigger a hierarchy task.
    3. Click
      Apply
      .
    4. Optionally, configure additional roles.
  4. Optionally, configure the hierarchies that trigger hierarchy tasks.
    If you do not configure hierarchies, hierarchy tasks are triggered 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.
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