Workflow
A workflow is a series of sequential steps or tasks that are carried out based on user-defined rules or conditions to execute a business process.
In the Reltio platform, the Workflow allows you to manage complex business processes through a series of predetermined steps or tasks. For more information, see Workflow Tasks.
- On the profile page in Hub, users can initiate the DCR workflow process in the Suggesting mode.
- The Reviewer can Approve or Reject the DCR.
- If the Reviewer approves the DCR, the change request is accepted using the Reltio API and the task is marked complete.
- If the Reviewer rejects the DCR, the change request is rejected using the Reltio API and the task is marked complete.
The DCR Review Workflow image explains the initiation of a DCR review process.
Reltio Connected Data Platform uses the Workflow to enable processes and tasks management, including the assignment and tracking of the tasks. A workflow process supports a creator, a create date, a due date, an assignee, steps, and comments.
By default, Workflow is not enabled for all the tenants. For more information, please open a support ticket.
Workflow business processes are configurable. For more information, see Overview of Workflow Customizations.
The various actors and triggers in a workflow are as follows:
- Actors: The people and processes that participate in the workflow are the actors. For example, Reviewer, Workflow Engine, Hub, and Reltio API.
- Reviewer: The user will be assigned with the role
ROLE_REVIEWER. - Trigger: It is a scheduled process that scans activity logs to initiate a
review workflow. For example, from the Reltio UI, you can start a Data Change
Request workflow to review the updates or the changes to the entities or the
profiles data in your tenant. Note: We do not have scheduled process that starts DCR workflow processes automatically.
Reltio Connected Data Platform supports default workflows available for the tenants. For more information, see Workflow Use Cases.