If the predefined workflows don't meet your organizational needs, configure your own workflows.
Provide general information such as workflow name and description to start configuring your own workflows.
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.
When you add a component, you can define its properties. 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 for 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: 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 specify how the task can be completed, click the Outcomes tab.
The Outcomes tab of a user task appears.
To add a task outcome, perform the following steps:
- aClick Add and enter a name.
- bTo mandate that users enter comments to complete the task outcome, select Enter comments to complete the task.
- cClick 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 the 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.
9Select the outgoing connections from the Decision Gateway component.
The Properties tab of an outgoing connection from a Decision Gateway component appears.
To configure the connection properties, perform the following steps:
- aSelect an outcome for an outgoing connection.
The task outcomes defined in the user task appear in the Outcome list.
- bSpecify an optional description.
10To run multiple tasks concurrently, add the Parallel Gateway component.
11To enter names and optional descriptions, select the Parallel Gateway start and end components.
12Select the outgoing connections from the Parallel Gateway start component and add user tasks.
The Properties tab of a Parallel Gateway start component appears.
13Optionally, 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 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 all to the same swimlane.
14Optionally, to explicitly end the workflow, add a Terminal End to the parallel gateway.
The Terminal End component terminates all active tasks and prevents initiation of any subsequent tasks configured in the workflow.
15You can continue to add user tasks, decisions, and parallel gateways based on your business requirement.
16To mark the completion of the workflow, add the End component.
17Select the End component and enter a name and an optional description.
You can validate and then save and publish the workflow.
