MDM workflows and MS VISIO

[Former Member]

Hi All,

1. I have just installed MS Viso 2003 standard.I am on MDM 7.1 SP00

when i click on the workflow(in Data Manager)... it opens a visio screen..... looks like the installation is fine & linked.

I design some workflow, But I am able to see only two users(owner and launcher) in fields "Assign Users", "CC".

..... means in available uses/selected users, I can see only these two users, though there are other users(approver, data steward etc) created in CONSOLE.

....... why I am not able to see any other users?? ........ any thoughts, where things went wrong ?

2. Also, I need to design a workflow where a new record has to be created and has to be sent to 3 users(user1, user2, user3) simultaniously and they will do the respective changes pertaning to their specifc areas(fields) and then has to be passed on to a single data reviewer.

Can you pls help me with the steps with the design...... espically passing to the simultanious users and getting updated and passed on to the reviewer...

...... waiting for ur reply

regards,

venu

[Former Member · Accepted solution]

hi For escond point you can design lik this

I am assuming that record has been created then next step

1. process step

assign type - users

assign users - all three users

execution type - all concurent or all sequential random

2. approve step

assign type -users

assign user - assign the user that you want to approve

execution type - any that you want to select

in this way you can design your workflow

Thanks,

Sudhanshu

[Former Member]

closing thread

[Former Member]

any thoughts pls.......

Edited by: venu v on Oct 14, 2010 4:44 PM

Edited by: venu v on Oct 14, 2010 4:44 PM

[Former Member]

Hello venu

1)

I mean you are working under LDAP

Please check your repository users presence in LDAP and what their had permissions to working with MDM

2)

You can split your process to 3 or more branches(one for one user)

You can add 3 or more users as receiver by your process

You can use "group" for different branches

Regards

Kanstantsin Chernichenka

Edited by: Kanstantsin Chernichenka on Oct 8, 2010 1:17 PM

[Former Member]

Kanstantsin, Thanks for the quick reply.

1. we are not using any LDAP as of now.

but one thing what i notice is ...... I can see the different roles created in console, when I select a ROLE insted of USER.

do you think something to do with installation.

2. you mean in process step...> assign users ..... give 3 different users ?

pls explain.

Thanks,

Venu.

[Former Member]

Hi ,

I am not sure but just check in console whether the users that are not coming in worflow have authorization to checkout or delete or add and all other authorization that have the users that are coming in worflow.

I am sure that will be one of the reason.

please check and back with your results.

Thanks,

Sudhanshu

[Former Member]

Kanstantsin ,

you are right, I think this is related with LDAP. thanks a lot.

sudhanshu: thanks ..... clears me on point 2.

regards,

Venu.

[Former Member]

Hi ,

what you want me to clear.Please exactly mention in detail.

Thanks,

Sudhanshu

[Former Member]

Sudhanshu,

A. this is the scnrio I need to design.

1. A record gets created.. and workflow starts

2. should be sent to 3 users simultaniously(user1, user2, user3)

ex. if user1 only enters some genral data, user2 enters tax related data, etc...

4. 3 approvers need to be assigned now for the respertive users(having different role).

approver1 checks for general data, approver2 for tax data, approver3...

5. If any of them gets disapproved .... should go to the concerned user.

6. If all the 3 approvers approve, should to sent to the final approver.

1. created

2. i have assigned process step and sent it to 3 users.

but how to go with the rest scnrio steps.......

B. Also my notify step is not sending emails, I have provided the IP address, and disabled the LDAP in the .ini file, i provided a

valid email address for the wf owner........ do you think anywhere I missed out.

How do I know if I have provided the correct IP address..........any way to verify?

rgds,

venu

Edited by: venu v on Oct 14, 2010 4:40 PM