Recommend for delete is also just as simple. When you have ownership of a task, you will have the option to delete and/or cancel the task. If you choose delete, it will purge the record from the system.
The Reltio activity log (a drop down on the right hand side of your screen) will track these tasks as they are completed.
Customizing a Workflow
We’ve made the customization of workflow a simple, visual process. Remember to copy the original workflow from the Reltio Open Community Software Repository, and then customize your copy. If you want to add a task within your customized workflow, simply drag and drop that step into your workflow. For example, if you wanted to do a GDPR compliant delete, or interact with other systems, you would drag an additional service task into the workflow. You can also define your preferred recipe within the Reltio Integration Hub.
To watch all of this in real time within the software we’ve mentioned, watch the webinar embedded above.
Questions about Reltio Workflow Demonstration
At the end of our webinar, there were a few questions presented that are worth mentioning. This way, anyone within the community can easily find the answers here if we need them.
Q: When an update or delete is performed as a response to a workflow, is there a relationship between the update that is reflected in the activity log and workflow request?
A: Any change that occurs during any stage of the Reltio Workflow will be logged through the standard activity log. That way, we can track completed workflows. If you query the system and look at closed or completed workflows, you will see any pending changes associated with it.
Q: Is there any way to conditionally set approvers or control which workflow is triggered, based on the data being saved?
A: Yes. Within the documentation portal, in the Workflow Customizations section, there is full documentation. If you look at the overview of workflow customizations, you’ll see details around JAR files. This would be completed in the Listener tab, that fourth step in the workflow process. When the task is initiated, it is going to listen for the event that a task has begun. Based upon that, you can use custom logic to make the assignment.
Q: Are there any limitations and features for developing Reltio’s Workflow vs. other third-party modelers?
A: If you’d like to use a third-party modeler, it is certainly acceptable. Reltio Workflow uses the Activiti Workflow engine, Activiti BPEL. So, if you use the Activiti plugin for Eclipse, a standard text editor, or another third-party BPEL, you will be successful as long as that BPEL is compliant with the Activiti engine. Your Reltio customer success manager can help you get the version of the Activiti engine that we use to ensure you’re leveraging the best possible features. To find out who your customer success manager is, email communitymanager@reltio.com.
In summary, remember: We designed the Reltio Workflow system to provide repeatable patterns of activity to allow your business users to efficiently increase their productivity by taking on greater levels of tasks that can be collaboratively performed by different users across your business.
To download sample workflows, and load them into the Reltio interface, follow this link to the Reltio Open Community software and the Reltio Documentation portal.
Watch @Daniel Gage Community Show on Reltio Workflow: Process Design and Deployement