Reltio Connect

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  • 1.  Customization in Authoring workflow

    Posted 03-12-2025 12:43

    Hi,

    We currently have 2 entityTypes defined in our Reltio system, entityType:A and entityType:B. They is an existing relationship between two entityTypes.
    We are introducing a new entityType:C in our application. 
    Requirement
    1. While creating a new entityType:C record, users must link it to an existing entityType:A record.
    2. During entityType:C record save in Reltio UI, system should automatically fetch and link it to the underlying entityType:B record of the associated entityType:A.
    3. After linking to an entityType:B record, system should wait for the user to provide the mandatory relational attribute before completing the save process in Reltio.

    We would like to explore the feasibility of this requirement in the Reltio UI. Specifically, can the Authoring workflow be leveraged to achieve this functionality?
    With the OOTB Authoring workflow, we are able to achieve requirement-3. Would it be possible to implement requirement-2 using custom logic in Authoring workflow?
    i.e. automatically fetch and create a relationship in page-1 and await user input for the mandatory relational attribute in page-2 of Authoring


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    Mohamed Hanes
    Senior MDM Consultant
    AstraZeneca
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  • 2.  RE: Customization in Authoring workflow

    Reltio Employee
    Posted 22 days ago

    Marking response as 'Answered' via Reltio Support.
    _____________________________________
    Hi Mohamed,
     
    Please go through the below details.
     
    https://community.reltio.com/blogs/abhradeep-sengupta/2024/09/05/collaborative-profile-creation-with-custom-work
     
    https://docs.reltio.com/en/objectives/manage-profiles/profile-management-at-a-glance/profile-management-operation/collaborative-profile-creation

    Kind regards,



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    Karthik Thomas
    Product Manager
    Reltio
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