Assigning Workflows to the Columns

After creating, and configuring a workflow, you can assign the workflow to columns in Metadata Manager.

Before you assign workflows to columns:

  • Ensure that you select Metadata Manager as module and Column as object while adding the workflow to the folder.
  • The default workflow, Metadata_Manager_Default_Workflow is assigned to all the columns. Hence, you need to override the existing default workflow.

To assign workflows to columns, follow these steps:

  1. In the Workflow Manager page, select a folder.
    All the workflows in the folder appear.
    2. Select Folder Metadata Workflow
  2. Hover over the required workflow and click Icon Assign Workflow.

    3. The Assign Workflow page appears.

    Assign Workflows Column
  3. Click New Assignment.

    4. The Assign To page appears.
    Assign to Metadata Pop

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

    5. The Assign Object page appears.

    Assign Object Column
  5. Select a table with necessary columns and click Select.

    6. A warning message appears giving you an option to override the existing workflow.

  6. Click Yes to override the existing workflow.

    7. The Workflow Re-Assignment page appears displaying the Current Object Status.

    Workflow Re Assignment Table
  7. Select the appropriate Fallback/New Status.

    8. The options for Fallback/New Status depends on the stages defined in the workflow.

  8. Click Next.

    9. The Comments page appears.

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

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

    Assign to Reappears Column
  10. Select the Status Title from which the workflow starts.

    11. A Status Title is assigned to a stage while creating the stage.

  11. Select the appropriate Roles.
  12. Select the Send Email check box to receive email notification.
  13. Click Save.

The workflow is assigned to all the columns in the selected table.

Once the workflow is assigned successfully to the columns in the selected table, users who are part of the assigned roles will get work queue notifications. For more information on workflow execution, refer to the Executing Workflows for Columns via Workflow Queue.