View the workflow tasks assocaited with the profile.

A workflow task is basically a series of predetermined sequential steps a user needs to perform to carry out a business objective. For example, you can create workflow tasks to review potential matches or review data that has been recommended for deletion. For more information, see Overview of Workflow.

The following page appears on the right side of the Profile view, when you click the Workflow tab.

You can view all tasks for the selected profile. If you are the user to whom this task is assigned, then you can perform further workflow actions (based on what the task is).

When you create a new workflow task, or when you take other actions on existing workflow items from this panel, you might be required to provide a comment that explains the intent behind your action. The prompt only appears if the workflow definition has been configured. In that case, you’re asked to select the task type and type a comment before the action is completed. This helps improve traceability and ensures that decisions are clearly documented across your workflows. For more information, see topic Business process definition properties.

Reltio automatically creates a workflow task when the following transactions take place:

• In the Potential Matches perspective, if you select a profile for potential match and ask for a review, a Potential Match Review workflow task is created.

  

• If you have made any changes in the Profile view using the Suggesting mode, Reltio automatically creates a DCR workflow task.

As mentioned earlier, you can also create a new workflow task for the selected profile. For more details, see Add a Workflow Task.