Reltio Connect

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  • 1.  Edit a profile in active workflow

    Posted 8 days ago

    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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  • 2.  RE: Edit a profile in active workflow

    Posted 4 days ago

    @Daniel Gage, @Sergio Abraham, @Joel Snipes can you please help us on this?

    Like, any specific ROLE or configurations that can be made OOTB without customizing?



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    Nidheesh Radhakrishnan
    MDM Developer
    Novartis
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  • 3.  RE: Edit a profile in active workflow

    Reltio Employee
    Posted 3 days ago

    @Karthik Thomas can you help with this? 



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    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
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  • 4.  RE: Edit a profile in active workflow

    Reltio Employee
    Posted 3 days ago

    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 custom role that has WRITE permissions. In practice, we recommend a custom role which has been given the necessary CRU permission for the relevant entities/attributes via metadata security.

    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.



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    Karthik Thomas
    Product Manager
    Reltio
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  • 5.  RE: Edit a profile in active workflow

    Posted 3 days ago

    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.



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    Nidheesh Radhakrishnan
    MDM Developer
    Novartis
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