Executing Workflows for Business Terms
A workflow assigned to a business term catalog is applicable to all the business terms under the catalog.
A workflow has different stages and each stage is assigned to different roles. The users with the assigned roles receive the work queue notifications as the object moves across the stages. They can enter relevant comments while moving the object to the next stage.
Executing workflows involves:
- Receiving workflow queue notifications.
- Examining and moving the business term to the next stage.
To execute workflows for the business terms, follow these steps:
- Go to Application Menu > Data Literacy > Business Glossary Manager > Explore.
- Click
.
- Click My Workflow Queue.
- Search the required object. You can search the object by entering any of the fields namely, Object Path, Object Name, Status Title, and Object Description and clicking
.
- Click the <Object_Name> appearing as a hyperlink.
- Click the Workflow Status drop down.
- Click Send To - <Next_Stage> to move the object to the next stage of the workflow.
- Enter comments.
- Click Save & Send.
The following page appears.
The My Workflow Queue page appears. It displays workflow queues.
The search result appears.
The <Business_Term> page appears.
The available options appear. These options depend on the stages of the assigned workflow.
The Workflow Change Description page appears.
The workflow status is updated to the <Title_Status> of next stage and the users with the assigned roles receive the work queue notification.
Each stage in the workflow is assigned to different roles. For example, if the Draft stage in the workflow was assigned to Mapping Admin role then, the users with the Mapping Admin role receive the work queue notification.
As the object moves through different stages, you can view the workflow log to see its workflow status. For more information on viewing the workflow logs of business terms, refer to the Viewing Workflow Logs topic.
A business term can be moved to different stages and finally, it can be published.
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