Unify and manage your data

Workflow management operation

Learn how to use Workflow management.

Let's show you the ropes for Workflow management.

Workflow management review process flowThe DCR Review Workflow image explains the initiation of a DCR review process.
Note: The platform has a mechanism that prevents a review process from starting in case of an empty DCR - a DCR that does not contain any changes.
From a business user's perspective, a workflow is initiated (manually or automatically) for one or multiple profiles. As a user assigned to the task, you can either review the proposed changes or enter a comment.Reltio Data Cloud 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 Data Cloud supports default workflows available for the tenants. For more information, see Workflow Use Cases.

The topics in this section provide step-by-step instructions for these stages.