Reltio Connect

Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.

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Nidheesh Radhakrishnan
MDM Developer
Novartis
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Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.

@Karthik Thomas can you help with this? 

------------------------------
Chris Detzel
Director of Customer Community and Engagement
Reltio

Original Message:
Sent: 06-07-2024 16:04
From: Nidheesh Radhakrishnan
Subject: Edit a profile in active workflow

Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.

------------------------------
Nidheesh Radhakrishnan
MDM Developer
Novartis
------------------------------

Hello @Nidheesh R -

I am assuming your specific user with ROLE_REVIEWER is already assigned ACCEPT_CHANGE_REQUEST permission.
Secondly, does your specific reviewer user have the below OOTB roles assigned to them?

ROLE_WORKFLOW
ROLE_REVIEWER
ROLE_UI_ALL or ROLE_ADMIN

To directly edit the profile in Hub UI, a user needs ROLE_UI_ALL or ROLE_ADMIN or any other role that has WRITE permissions.

However, if you are looking for a feature wherein a user can apply a change through a DCR but cannot make the change directly to the same entity via Hub UI outside of the DCR; this shall be available in the upcoming 2024.2 GA release scheduled for Monday, June 17th.

Please let me know if this helps answer your question.

@Karthik Thomas can you help with this? 

Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.

Thanks for your response @Karthik Thomas.

Yes, we are making sure of the roles you have mentioned. And yes for the next one too, we are needing a feature that would allow users with specific roles to make changes in the DCR itself and re-suggest the new changes without having to create a new workflow.

Hope that comes in the June 17th release.

Hello @Nidheesh R -

I am assuming your specific user with ROLE_REVIEWER is already assigned ACCEPT_CHANGE_REQUEST permission.
Secondly, does your specific reviewer user have the below OOTB roles assigned to them?

ROLE_WORKFLOW
ROLE_REVIEWER
ROLE_UI_ALL or ROLE_ADMIN

To directly edit the profile in Hub UI, a user needs ROLE_UI_ALL or ROLE_ADMIN or any other role that has WRITE permissions.

However, if you are looking for a feature wherein a user can apply a change through a DCR but cannot make the change directly to the same entity via Hub UI outside of the DCR; this shall be available in the upcoming 2024.2 GA release scheduled for Monday, June 17th.

Please let me know if this helps answer your question.

@Karthik Thomas can you help with this? 

Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.

hi Nidheesh,

we don't provide the capability to modify changes in existing DCR before applying. However, it is possible to apply a DCR partially by removing some changes that the reviewer considers invalid (or not applicable). The partial apply feature is available in the Inbox application

for users who have DELETE privileges on Change Request. Notice that the global role ROLE_WORKFLOW does not have it by default and you might need to create your custom role and assign this privilege to it.

Thanks for your response @Karthik Thomas.

Yes, we are making sure of the roles you have mentioned. And yes for the next one too, we are needing a feature that would allow users with specific roles to make changes in the DCR itself and re-suggest the new changes without having to create a new workflow.

Hope that comes in the June 17th release.

Hello @Nidheesh R -

I am assuming your specific user with ROLE_REVIEWER is already assigned ACCEPT_CHANGE_REQUEST permission.
Secondly, does your specific reviewer user have the below OOTB roles assigned to them?

ROLE_WORKFLOW
ROLE_REVIEWER
ROLE_UI_ALL or ROLE_ADMIN

To directly edit the profile in Hub UI, a user needs ROLE_UI_ALL or ROLE_ADMIN or any other role that has WRITE permissions.

However, if you are looking for a feature wherein a user can apply a change through a DCR but cannot make the change directly to the same entity via Hub UI outside of the DCR; this shall be available in the upcoming 2024.2 GA release scheduled for Monday, June 17th.

Please let me know if this helps answer your question.

@Karthik Thomas can you help with this? 

Hello there experts,

We have a requirement to edit a profile that is a part of an active workflow.

Let's say, a datasteward has initiated for a DCR and it is assigned to a specific user. Now, we need the user to be able to edit the submitted data in the UI and then approve it with the edits to proceed with the workflow.

Kindly let know how to achieve this.