Assigning Workflows to Business Terms

After creating a folder, adding a workflow to the folder, and configuring the workflow, you can assign the workflow to business term in the Business Glossary Manager.

Before you assign workflows to business terms:

  • Ensure that you choose Business Glossary Manager as a module and Business Term while adding the workflow to the folder.
  • Note that the default workflow, Business_Glossary_Default_Workflow is assigned to all the business terms. Hence, you need to override the existing default workflow.

To assign workflows to business terms, follow these steps:

  1. Go to Application Menu > Miscellaneous > Workflow Manager.
  2. On the Workflow Manager page, select a folder.
    All the workflows in the folder appears.
    3. Select Folder Business Glossary Workflow
  3. Hover over a workflow and click Icon Assign Workflow.

    4. The Assign Workflow page appears.

    New Assignment Business Rule
  4. Click New Assignment.

    5. The Assign To page appears.

    Assign to Bt

  5. In Assign To field, click Icon Assign to Field.

    6. The Assign Object page appears.

    Assign Object Business Glossary
  6. Select a catalog and click Select.

    7. A warning message appears.

  7. Click Yes to override the existing default workflow.

    8. The Workflow Re-assignment page appears displaying the Current Object Status of all the business terms in the selected catalog and gives you option to select the Fallback/New Status of the business terms.

    Workflow Re Assignment Page Business Glossary

  8. Select an appropriate Fallback/New Status.

    9. For example, if you select Preliminary Draft then the new status of business terms is set to Preliminary Draft.

  9. Click Next.

    10. The Comments page appear.

  10. Enter relevant comments, and click Icon Save User.

    11. The Assign To page re-appears with Assign To field filled.

    Assign to Page Reappears Business Glossary

    You can update roles and roles group assigned to the new fall back stage and select Send Email check box to send email notifications about the assignment. These notifications are sent from administrator's email ID. For more information on configuring administrator's email ID, refer to the Configuring Email Settings topic.

  11. Click Save.

    12. The workflow is assigned to the selected catalog in the Business Glossary Manager and it applies to all the business terms under the catalog.

    Once the workflow is assigned successfully to a business term in business glossary manager, users who are part of the assigned roles will get work queue notifications. For more information on workflow execution via work queue notifications, refer to the Executing Workflows for Business Terms via the Workflow Queue topic.