Assigning Workflows to Projects

After creating, and configuring a workflow, you can assign the workflow to projects in the Mapping Manager.

Before you assign workflows to a project:

  • Ensure that you choose Mapping Manager as a module and an object as Mapping while adding the workflow to the folder.
  • Note that the default workflow (Mapping_Manager_Default_Workflow) is assigned to all the mappings in the Mapping Manager. You can re-assign your own workflow and over-ride the default workflow.

To assign workflows to projects, 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 Workflow
  3. Hover over the required workflow, and click Icon Assign Workflow.
    The Assign Workflow page appears.
    4. Assign Workflow Page
  4. Click New Assignment.

    5. The Assign To page appears.

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

    6. The Assign Object page appears.

    Assign Object Page
  6. Select a project and click Select.

    7. A warning page appears.

  7. Click Yes.

    8. The Workflow Re-assignment page appears displaying the Current Object Status and gives you option to select the Fallback/New Status.

    Fallback/New Status options depend on Title Status of the stages in the workflow.

    Workflow Re Assignment
  8. Select an appropriate Fallback/New Status.

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

  9. Click Next.
  10. Enter comments, and click Icon Save User.

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

    Status Title Field

    You can update roles 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 project in the Mapping Manager and it applies to all the mappings under the project.

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