If you have the required permissions, you can create a workflow to specify the process that end users will follow when they interact with assets in your system, for example adding, changing or editing an asset.
The Workflows tab lists all workflows in your system. You can select a workflow name in the list to view additional details in the right side panel:
- Details: Workflow details, including name, description and trigger type.
- Diagram: A graphical representation of the workflow, showing the activities at each step of the workflow. You can click an activity to view its details.
- Information: Workflow information, including creation date and version publishing details.
- Versions: Lists all versions of the workflow. From here, you can view a diagram of a selected version and duplicate a selected version.
Common workflow examples:
- Ad-hoc request: Manage requests related to data access, data issues, or governance inquiries. These requests are reviewed by the responsible party to determine their validity.
- Change business term: Handle requests to modify a business term. The request is validated by the relevant person and, once approved, processed by the administrator.
- New business term: Process requests to add new business terms. Valid requests are reviewed by the responsible party and, if approved, added to the system by a data governance analyst.