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How to create MDM Workflow with MS Visio

Former Member
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Hi,

I have some knowledge about MDM Workflow and the MS Visio stencil used.

I need help with designing the workflow for the following scenario:

We have automatic import og n number of records in XML format.

At import I would like to run a workflow that checks if a specific field is empty.

If the field is empty, I want a mail to be sent to a person or role.

I understand that if you have a validation in a workflow and this fails, the workflow is thrown back to previous step.

Then how can I send a mail when the validation fails?

Should I use the Branch, where I can add validations?

Which steps do I need in the workflow?

Start->...->....->Notify->End

How should the validation look like?

Something like this?

IF(IS NULL("Field"."Field"), TRUE, FALSE)

Thanks.

Kind regards,

Thomas

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi Thomas,

Please follow the below steps to achieve your requirement

1. Create a validation Expression as below

IF(IS_NULL(Field Name,True,False)

Create a workflow with the below steps

1. Start

2. Branch (Select the validation)

3. This branch will have two connections (Notify and Stop)

4. In the Branch step, Under validation, connect it to "Notify Step"

5. Select the "Stop step" in "Default" option in Branch

6. Connect the Notify step to "Stop Step"

Example screen shot below for reference

Now, when ever the validation passes, i.e the field is null, a notification will be sent out, else if the field is not null, the record will go to stop(2)

Hope this helps

Rgds,

Prasad

Former Member
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Thank you very much.

This method worked as intended, and mail notification is sent when the validation is triggered.

But, it seems the workflow can only be triggered manually. I wish to run it at import, and have chosen trigger action = Record Import. When I run imports no workflow is triggered. Is there any settings I should change?

Thanks.

Thomas

Former Member
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Hi again,

I found the option in Import Manager, called Chackout/workflow. Now the import process works.

KR,

Thomas

Answers (1)

Answers (1)

Former Member
0 Kudos