Suggest and save profiles using the authoring workflow

Learn how to review, suggest, and save profiles in the authoring workflow.

When you create a profile in Suggest mode, an authoring workflow task is created. Based on the workflow configuration, reviewers can review, update, approve, or reject the pending profile. After all required reviewers approve the profile, the last reviewer accepts the task to save it. In some workflows, a rejection can also complete the process. This procedure shows an authoring workflow with two reviewers: Reviewer 1 and Reviewer 2.

Prerequisites

Add a profile using the Collaborative Profile Creation feature in the pending state.
Your role must be assigned the INITIATE_CHANGE_REQUEST permission to update the entity and ACCEPT_CHANGE_REQUEST, INITIATE_CHANGE_REQUEST, and CREATE permissions to approve the entity.

To suggest and save profiles using the authoring workflow

In the Hub, select Profile Stats from the left navigation pane.
In the Profile stats dashboard, go to the Notification Inbox facet.
Select the link for the authoring workflow task. The Collaborative Profile Creation page opens to the first first step by default.
Review the profile, and update the required values in each step.
From the action menu, choose one of the following actions:
1. Select Update to to save the changes that you made. The workflow remains assigned to you.
2. Select Reassign task to assign the task to another user, based on workflow configuration and user role assignment.
3. Select Approve to approve the changes.
  If another review step is required, a confirmation dialog appears. After you close the dialog, the Profile Authoring window closes automatically, and you're redirected to the default page. The next reviewer then receives the task notification.
  If this is the final approval in the workflow, the profile is saved in the database and becomes available for downstream systems and processes.
4. Select Reject to reject the changes.
5. If prompted, enter a comment, and submit your decision. This prompt appears only when the workflow definition requires a comment.

If your approval moves the task to another reviewer, the page closes and you're redirected to the default page. If your approval is the final step in the workflow, the profile is saved in the database. You can then search for the profile in Hub and open it in the Profile view.

Unify and manage your data

Suggest and save profiles using the authoring workflow

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