Author: Derek Leung
Product version: 2024.2+
Need
Customer needs to trigger workflow task to Data Steward to review record in error immediately after an import workflow to avoid unnecessary clicks.
Summarized Solution
Solution leverages new data-driven workflows in xDM.
Detailed Solution
1. You need to define 2 workflows: The first workflow is a standard 2-step-approval workflow (i.e. Business User to Data Steward), but remember to enable “Multi Record” for the Entity’s Cardinality.
The first workflow must have Submit Data Automation, please note the Integration Job name will be used in the second workflow.
2. For the second workflow, the Start event’s Context Type should be “Start from Completed Batch”, based on the Integration Job name in the first workflow. Choose Record Type as “Source Authoring Data with Errors”. Assume IT will be doing the manual review of the error records.
3. Now let’s kick start the first workflow as the Business User, perform the Import
4. Importing 2 products, one is correct, another one with wrong Family value
5. After clicking “Send to Review”, the stepper will prompt a prompt with error as WARNING, but still you can click “Proceed Anyway”, Then fill-in the comment and send to the Approver.
6. The Data Steward will receive an approval task, Start the task
7. The Data Steward clicks the button “Save to xDM” to commit the records
8. The same Warning will appear, he can click “Proceed Anyway”
9. Leave a comment and press OK
10. Now if you examine the “Latest Integration Batches” in Application Builder Management, you’ll see that the integration job “ALL” has been completed but with errors. Good records will go into the GD table. Bad records will go into the AE table.
11. You can search the Good record from the Application
12. In the IT’s My Tasks, he/she will see a Review Error Product task
