Adding Workflows

You can create workflows and add them to a folder.

These workflows can be triggered automatically based on the requirements for:

  • Business Glossary Manager
  • Metadata Manager
  • Mapping Manager
  • Data Marketplace

To add workflows, follow these steps:

  1. On the Workflow Manager page, select a folder in the utility pane.
    You can add workflows to the selected folder.
  2. Click Add Workflow.

    3. The Add Workflow page appears.


  3. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    4. Field Name

    Description

    Folder

    Select a folder from the drop-down to add workflow.

    Module

    Select an applicable module for this workflow from the drop-down.

    You can create workflow for Business Glossary Manager, Metadata Manager, Mapping Manager, and Data Marketplace.

    Object

    Select an object for the workflow. These workflow will be applicable to selected object.

    The object list depends on the module you choose.

    Trigger Type

    Select a trigger type. The workflow will be triggered automatically based on this selection.

    Name

    Enter a name for the workflow.

    For example, Map_Wkflw.

    Description

    Enter a description about the workflow.

    For example: The workflow module is Mapping Manager and it is for the mapping object.
  4. Click Save.

    5. The workflow is added to the folder.

    Once a workflow is added, you can:

Edit Workflows

To update or edit a workflow, follow these steps:

  1. In the utility pane, select a folder.
    The workflow pane displays a list of workflow in that folder.
  2. Hover over a workflow.

  3. Click .
    The Edit Workflow page appears.
  4. Click the Folder drop-down to choose a different folder for the workflow.
  5. Update other necessary fields and click Save.
    The workflow is updated.

Delete Workflows

To delete a workflow, follow these steps:

  1. In the utility pane, select a folder.

    The workflow pane displays a list of workflow in that folder.
  2. Hover over a workflow.



  3. Click .
    A warning message appears.
  4. Click Yes.
    The workflow is deleted.