DRM – How to create a workflow model


The new request tab under worklist is greyed out for the user as workflow model was not created.

Scenario: Create a Workflow Model(WFM) which has two stages one is Submit and the other is Commit. This WFM is used for adding new base node.

1.Create users with the below roles:

Governance user, governance manager and workflow user

2.Create required Node Access Group(NAG).

3.Create the workflow task.

4.Create the workflow model.

–Click on Edit of Submit Stage in Action column and assign Workflow Task and Node Access Group to that Stage.

–Select the respective Workflow Task in the available list and push to selected list.

–Select the respective NAG in available list and push to selected list.

–Click on Save which is on the right-hand side

–Click on Edit of Commit Stage in Action column and assign Node Access Group to that Stage

–Select the respective NAG in Available list and push to selected list

Note: No Workflow Task will be there in Commit Stage.

–After completion of all Stages updates, Click on Save.

5.Assigning Hierarchy Node Access to NAGs
–Login to DRM.

–Select Version and open respective hierarchy.

–Go to Nodes->Assign->Node Access

–Select respective NAG group and select the appropriate access level and click on Save.

 

The new request tab in the work list will be available now.

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