Workflow-Existing records-Matching

[Former Member]

Hi Guru's

We are trying to develop a workflow..

We want workflow to first check if the Record (Product Number) is already present ..If its present email is not sent ,..But if this is a new record then Email gets triggerred..

Does anyone know how can we use Matching step effectively here..?

I Hope i have not confused ..Its just If record is new then workflow triggers email ..If record (product number) already exists in MDM then no email is triggered Or this goes to Stop step..

Workflow Guru's any clues..

Regards

Vikrant M Kelkar

[Former Member · Accepted solution]

Hi Vikrant,

I dont think this requirement is achieveable with MDM workflows, since we dont have looping mechanism and as far as Match step is concerned there are two imp things it will just display the score and you need to move the records for Matching.

I was thinking about the Branch step but it doesn't seems to fit.

Regards,

Jitesh Talreja

[Former Member]

Still not answered..Got some workaorund in Business process...

[Former Member]

Hi,

Only records which exist in MDM repository can be assigned to an MDM workflow.

If you would like to use the pure MDM workflow, than you can launch the workflow upon the record creation (or import), and run a matching step.

A user should review the matching result, and than signs the new record with a "duplicate" flag (a status field).

Than the workflow will continue with validation step which will trigger the email according to the "duplicate" status.

Regards

Orit

[Former Member]

Hi Vikrant,

Searching for an existing record must happen before triggering a workflow in MDM because MDm workflow will run on the MDM records only once it gets created in MDM.

To make sure you want to create the records you will have to perform the search prior to creation in MDM.

Here you will have to use the MDM search ie the free form or drill down search either through the Portal serach Iview or through MDM data manager.

You can search for the records based on fields combination and then find out if the records preexist.

As the MDM matching can be done on the records only once you already have them created in MDM datamanager.

So performing match before data creation is not possible.

Solution:

- A work around could be .If you are using the Portal kind of front end for master data creation.Then you can create the master records in MDM .Then run the matching strategy on them through the portal and if you find duplicates then delete the duplicate records using Apis. and trigger a workflow on the correct record.

- Also find out if there can be some staging area while using a UI so that the record is checked in that staging area for duplicate record only after proper approval gets created in MDM.Using Guided procedures instead of MDM workflows could be a possible method to achieve it.

Hope It Helped

Thanks & Regards

Simona Pinto

[Former Member]

Hi,

It is possible to match a record before it is created in MDM with the MDM Java API command: "ExecuteMatchingStrategyForNewRecordValuesCommand".

See some sample code [this thread|https://forums.sdn.sap.com/click.jspa?searchID=22203206&messageID=6718803]

Regards

Orit