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Creation of Custom Processes and Workflows
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Overview
A workflow specifies a series of predefined steps that a service follows when a user attempts to create or modify an asset and includes the stakeholders that must be involved in providing inputs for the change process. Each step is a task that a stakeholder of the asset must perform. A workflow ensures that the right people have the opportunity to provide inputs, challenge, and approve matters related to the asset that is created or modified.
Pre-Requisites
- User assigned with access to Metadata command centre, data governance and catalog, Human task and application integration.
Self-Service Resources
Goals
- Gain insight into the process of workflow.
- Understand the steps to create the process in CAI.
- Understand the steps to configure the workflow in MCC.
Outcome
- Gain a comprehensive understanding of the step-by-step process involved in creating a custom workflow and use the same in Data governance and catalog.
Required Roles/Personas
- Governance Administrator
- Custom role with access to Application integration and human tasks
Engagement Details
Catalog Type
Ask An Expert
Engagement Category
Feature Clarity
Products
Cloud Data Governance and Catalog
Engagement Type
Ask An Expert
Adoption Stage
Configure
Implement
Optimize
Focus Area
Adoption - Technical
Functional
Engagement ID
AAE-CDGC-013
Disclaimer
- All the topics covered in the Success Accelerators/Ask An Expert sessions are intended for guidance and advisory only. This is implicit and it will not be called out under the scope of each engagement.
- Customers need to include their relevant technical/business team members highlighted in each engagement topic to derive the best out of each engagement.
- Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
- Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.