You can claim the tasks that you want to work on from the task details section. After you claim a task, only you can act on the task.
However, you perform actions on a task without claiming it. To prevent other users from working on the same task, claim it. You can also unclaim a task that you previously claimed to make it available to others.
You can resolve a task by reviewing the new or changed record or hierarchy, and then taking an action. The possible actions depend on the workflow configured for the business event.
Reviewing a new record
Review all the fields and approve the data in a new record before it becomes master data.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review New Details tab.
aIf you see any typographical errors or incorrect values, click Edit.
bMake the required changes.
cClick Apply and then click Save.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing an edited record
Review and approve all the changes to ensure that the data is accurate. Updated fields are highlighted.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Changes tab.
aReview all the changes in the BE Fields and System Fields tabs.
bIf you see any typographical errors or incorrect values, click the Edit button to correct them.
cMake the required changes.
dClick Apply and then click Save.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing records to resolve duplicates
To resolve duplicates, review the matching records in a merge task. The matching records are potential duplicates of a record. The task also displays a preview of the merged record. You need to review the matching records and the values they contribute to the merged record. The contributing values are highlighted.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Merge tab.
If you use the classic experience, expand the sections and preview the master record that will be created if the matching records are merged. If you use the new experience, perform the following steps:
aTo view survivorsip details, toggle the Survivorship details option on.
bOptionally, to adjust the fields and the order in which they are displayed, click Manage Fields and select the Custom option, make the required changes and click Save.
You can perform the following actions:
▪ Search for specific fields.
▪ Hide individual fields or click Hide All to hide all the fields or even all the fields that appear for a specific search.
▪ To adjust the field order, drag fields.
cClick the Jump to option at the end of the list to navigate between the sections in the record.
dCompare the matching records.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing source records to unmerge from a master record
Review the source records to unmerge from a master record. The source records to be unmerged are selected. You can preview the master records that will be created after the source records are unmerged from the original master record.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Unmerge tab.
If you use the classic experience, expand the sections and preview the master records that will be created if the records are unmerged. If you use the new experience, perform the following steps:
aTo view survivorsip details, toggle the Survivorship details option on.
bOptionally, to adjust the fields and the order in which they are displayed, click Manage Fields and select the Custom option, make the required changes and click Save.
You can perform the following actions:
▪ Search for specific fields.
▪ Hide individual fields or click Hide All to hide all the fields or even all the fields that appear for a specific search.
▪ To adjust the field order, drag fields.
cTo navigate between the sections in the record, click the Jump to option at the end of the list.
dCompare the source records.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing a deleted record
Review deleted records to ensure that the deletion is valid.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Deletion tab and review the deletion.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing a new hierarchy
Review new hierarchies to ensure that the hierarchy is valid.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review New Details tab.
aReview the hierarchy displayed in the main tab and the relationships listed in the Child Records and Parent Records tabs.
bIf you identify a record that you want to add, remove, or move, click Edit.
cTo make the required changes, perform the following actions:
▪ To add related records to the hierarchy, click Add.
▪ To remove records from the hierarchy, click Remove. For records with nested hierarchies, you can remove either only the parent record or both the parent record as well as the child records.
▪ To move records within the hierarchy, drag the records.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing an edited hierarchy
Review edited hierarchies to ensure that the relationships are valid. The edited records are highlighted.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Changes tab.
aTo review the change, use the available filters and the Previous and Next buttons.
The following filters are available:
▪ Show only changes: Shows only the changes made, in combination with one of the other filters.
▪ Add events: Shows only records that were added to the hierarchy.
▪ Delete events: Shows only records that were deleted from the hierarchy.
▪ Move events: Shows only records that were moved within the hierarchy.
bIf you identify a record that you want to add, remove, or move, click Edit.
cTo make the required changes, perform the following actions:
▪ To add related records to the hierarchy,click Add.
▪ To remove records from the hierarchy, click Remove. For records with nested hierarchies, you can remove either only the parent record or both the parent record as well as the child records.
▪ To move the records within the hierarchy, drag the records.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.
Reviewing a deleted hierarchy
Review deleted hierarchies to ensure that the deletion is valid.
You can view the workflow status to identify the context of your task within the workflow and determine the scope of your review.
1In the task inbox, click the task that you want to review.
The task details are displayed.
2Click the Review Deletion tab and review the deleted records.
3To resolve the task, select the appropriate action.
Note: The available actions depend on the workflow that the task uses. If a task has two actions, they appear as buttons. If a task has more than two actions, click the Action button and then select the required action from the list.