Step by step process to create Workflow to set up a review /approval during golden data authoring
K
Kousik DAS
started a topic
7 months ago
Hi Team,
Can you please suggest step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
Regards,
Kousik
Best Answer
T
Toshish Chauhan
said
7 months ago
Hello Das,
We have attached a video for your reference. Please check the video for step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
We have attached a video for your reference. Please check the video for step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
You need to set condition to every attribute in Form to make them read-only whenever " parent entity. country='USA' " and it is only for edit not while creation.
Here is the semQL condition you need to set in Authoring Mode field of attribute ( Please make change according to you in attribute name in condition) :-
case
when city ='USA' and OriginalBatchID is not null then 'force-read-only'
else 'auto'
end
1 person likes this
T
Toshish Chauhan
said
7 months ago
Hello Das,
You can create a workflow to edit multiple records .Click on blank space outside workflow component and go to entity section and here you can select Cardinality :- Multi Records to edit multi records. as shown in image but we can not make WF on Mass Update Action set.
1 person likes this
K
Kousik DAS
said
7 months ago
Thank you very much for this informative tutorial.
K
Kousik DAS
said
7 months ago
Hi, I have an additional query related to Workflow. I have created a workflow to validate edit records. In general that WF working fine. But I have scenario where I want to disable EDIT option based on a condition ( as an example, parent entity. country='USA'). I can put that in normal EDIT action - Condition section. But in case of workflow I have tried to put the similar condition inside the user task - assignment condition. But it is not working as expected. Can you suggest if I am missing anything? Thank you for your help in advance.
Regards,
Kousik
K
Kousik DAS
said
7 months ago
Hi,
Thank you very much for this useful information.
I have another query related to WF. Is it possible to create a validation WF for Mass Update action. I have already created one for EDIT record validation. I need help on what modification I need to make in WF level or anywhere else to create similar approval WF for Mass Update action.
Regards,
Kousik
K
Kousik DAS
said
7 months ago
Thank you Toshish for the information with an image. It is very much helpful. I need another help from you regarding workflow. I was trying to set up a 'Send Mail' automation task (as documented in Automations :: Semarchy xDM Documentation . My scenario is to create a mail notification with built in parameters in mail body and I was using the Pre-formatted option. I tried creating that like " <p>Dear {PARAM_B_RECIPIENT_FIRST_NAME} {PARAM_B_RECIPIENT_LAST_NAME},</p>
<p>You have a pending approval task for your approval in the MDM Application - My Tasks section. Please review and approve it at your earliest convenience by clicking the link below:</p>
<p><a href={PARAM_B_SERVER_BASE_URL}</a></p>
<p>Thank you very much.</p>"
I have added recepient by usernames and also with hardcoded mail addresses. I added the 'Send mail' automation component in between EDIT Record User task and 'Validate Record' user task. That WF has no validation error as well. But when I tried to initiate that WF from MDM UI, it is giving me WF execution error. Can you please help on how I can resolve that error and how I can further debug this kind of WF execution error.
Kousik DAS
Hi Team,
Can you please suggest step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
Regards,
Kousik
Hello Das,
We have attached a video for your reference. Please check the video for step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
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Sorted by PopularToshish Chauhan
Hello Das,
We have attached a video for your reference. Please check the video for step by step process to create Workflow to set up a review /approval during golden data authoring using workflow builder.
1 person likes this
Toshish Chauhan
Hello Das,
You need to set condition to every attribute in Form to make them read-only whenever " parent entity. country='USA' " and it is only for edit not while creation.
Here is the semQL condition you need to set in Authoring Mode field of attribute ( Please make change according to you in attribute name in condition) :-
1 person likes this
Toshish Chauhan
Hello Das,
You can create a workflow to edit multiple records .Click on blank space outside workflow component and go to entity section and here you can select Cardinality :- Multi Records to edit multi records. as shown in image but we can not make WF on Mass Update Action set.
1 person likes this
Kousik DAS
Thank you very much for this informative tutorial.
Kousik DAS
Hi, I have an additional query related to Workflow. I have created a workflow to validate edit records. In general that WF working fine. But I have scenario where I want to disable EDIT option based on a condition ( as an example, parent entity. country='USA'). I can put that in normal EDIT action - Condition section. But in case of workflow I have tried to put the similar condition inside the user task - assignment condition. But it is not working as expected. Can you suggest if I am missing anything? Thank you for your help in advance.
Regards,
Kousik
Kousik DAS
Hi,
Thank you very much for this useful information.
I have another query related to WF. Is it possible to create a validation WF for Mass Update action. I have already created one for EDIT record validation. I need help on what modification I need to make in WF level or anywhere else to create similar approval WF for Mass Update action.
Regards,
Kousik
Kousik DAS
Thank you Toshish for the information with an image. It is very much helpful. I need another help from you regarding workflow. I was trying to set up a 'Send Mail' automation task (as documented in Automations :: Semarchy xDM Documentation . My scenario is to create a mail notification with built in parameters in mail body and I was using the Pre-formatted option. I tried creating that like " <p>Dear {PARAM_B_RECIPIENT_FIRST_NAME} {PARAM_B_RECIPIENT_LAST_NAME},</p>
<p>You have a pending approval task for your approval in the MDM Application - My Tasks section. Please review and approve it at your earliest convenience by clicking the link below:</p>
<p><a href={PARAM_B_SERVER_BASE_URL}</a></p>
<p>Thank you very much.</p>"
I have added recepient by usernames and also with hardcoded mail addresses. I added the 'Send mail' automation component in between EDIT Record User task and 'Validate Record' user task. That WF has no validation error as well. But when I tried to initiate that WF from MDM UI, it is giving me WF execution error. Can you please help on how I can resolve that error and how I can further debug this kind of WF execution error.
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