Manage metadata with collaborative workflows

Your organization’s administrators can define the permissions for users to create and update records. They can especially require the use of collaborative workflows to perform such operations.

Creation and Update workflows have several steps until completion, namely:

• Creation/Update

• Review

• Approval (possibly multiple in parallel)

• Finalize

Those steps might or might not be activated for your organization and for a particular entity. Contact your administrator for more information.

When you are involved in a workflow, a task will be offered to you and other users with the same role, you will see it in your Inbox. You can then click on the “Take and Start” to get access to it. Once you “took” a task, this one is assigned to you privately.

Within the task, the actions are displayed at the top (it depends on the type of task. For instance, Reject / Approve).

You can access the active workflows from the left navigation menu. Are listed only the workflows you have access to. From this list of active workflows, you can display the graph of the workflow to check which step is being performed.