Configuring a workflow

1. 1Configure workflow details with general information such as workflow name and description.
2. 2Design the workflow using various components of the BPMN infrastructure.
3. 3Validate the workflow to check for errors and resolve them.
4. 4Save and publish the workflow.

Configuring workflow details

1In Metadata Command Center, click New.
2Select Workflow from the list of asset types.
3Select Workflow and click Create.
The New dialog box appears.

4In the Workflow Details dialog box, enter a name and an optional description for the workflow.
The Workflow Details dialog box appears.

5To start designing a BPMN-based workflow, click OK.

Designing a workflow

1On the canvas, select a swimlane to enter a name and an optional description on the Properties tab.
By default, the canvas has three swimlanes named Role 1, Role 2, and Role 3. You can add and delete swimlanes.
2Drag the Start component from the palette to a swimlane on the canvas.
You can delete, cut, copy, and paste components. You can also undo, redo, and search for components in a workflow.
3Select the Start component and enter a name and an optional description.
You can add additional components to a swimlane in one of the following ways:
• - Drag the required components from the palette on the left onto the swimlane.
• - Select an existing component on the swimlane and choose the next component.
4To include a human decision in a workflow, add a User Task component.
Note: Workflows must include at least one user task.
5To enter the basic properties of a user task, select the User Task component.
The Properties tab of a user task appears.

The following table describes the properties that you can enter for a user task:

Property	Description
Name	Name of the user task.
Description	A short description that explains the user task.
Task Priority	Level of importance or urgency assigned to the task. Select one of the following values: - High - Medium - Low The Tasks Inbox page in Data Governance and Catalog shows a visual summary of the total number of tasks categorized by their priorities.
Due In Days	Number of days in which the task is due. If the user doesn't complete the task within the period, the task remains in an overdue status. Maximum value is 14.

6To add a task outcome for a user task, perform the following steps:
1. aClick the Outcomes tab.
2. bClick Add and enter a name.
3. cTo mandate that users enter comments to complete the task outcome, select Enter comments to complete the task.
4. dClick Save.
You can create a list of possible decisions that a task owner can take on the task. Outcomes defined in each user task appear as actions of workflow tickets in Data Governance and Catalog.
For example, you can add Approve, Reject, and Return as possible outcomes for a task. Task owners who need to approve a request can evaluate the request raised, make a decision, and take necessary action. They can approve the request if it meets the requirements, reject if not, or return if more information is required. If a request is returned, then another user task can be added to re-evaluate the request and to resubmit the request if it meets the requirements, or discard if not.
Note: User tasks in the workflow must have at least one task outcome. You can't use workflows that include user tasks without outcomes.
7To allow a workflow to take different paths, add a Decision Gateway component.
The workflow takes a decision based on the previous task outcomes you select.
8Select the Decision Gateway component and enter a name and an optional description.
9To configure the connection properties, perform the following steps:
1. aSelect an outgoing connection from the Decision Gateway component.
2. bSelect an outcome.
The task outcomes defined in the user task appear in the Outcome list.
3. cSpecify an optional description.
The Properties tab of an outgoing connection from a Decision Gateway component appears.

10To run multiple tasks concurrently, add the Parallel Gateway component and enter names and optional descriptions for the start and end components of the parallel gateway.
11Select the outgoing connections from the Parallel Gateway start component and add user tasks.
The Properties tab of a Parallel Gateway start component appears.

Optionally, between the divergent and convergent gateway pair that comprise a Parallel Gateway component, you can add another Parallel Gateway component or a Decision Gateway component.
You can add a maximum of three consecutive levels of Parallel Gateway components or three Decision Gateway components.
For example, in a loan approval process, after the initial application review, a parallel gateway splits the workflow into independent concurrent tasks, such as credit risk assessment, KYC documentation collection, and legal compliance checks. Within these tasks, you can add an additional parallel gateway for credit risk assessment to concurrently analyze different risk factors. You can also add a decision gateway to the credit risk assessment task to branch the process further based on whether additional documentation is required.
If a Decision Gateway component has an outgoing path that loops back to the workflow task that precedes it, ensure that you add the task, the gateway, and the outgoing path to the same swimlane.
12Optionally, to explicitly end the workflow, add a Terminal End component to the parallel gateway.
The Terminal End component terminates all active tasks and ends the workflow.
13Add more user tasks, decision gateways, and parallel gateways based on your business requirement.
14To mark the completion of the workflow, add the End component and enter a name and an optional description.
You can validate and then save and publish the workflow.

Validating and publishing a workflow

1Click the Validations icon in the toolbar.
The Validations panel appears with errors grouped by components.
2Click an error.
The cursor moves to the erroneous component. Take the required corrective action to resolve the error. The Validations panel refreshes each time you correct an error.
3Click Save to save the workflow, and then click Publish.