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  • 1.  Initiate workflow based on filters

    This message was posted by a user wishing to remain anonymous
    Posted 12-16-2024 08:17
    This message was posted by a user wishing to remain anonymous

    Can we send some data based on filters to inbox for review?

    Use case-For particular set of data with some filters in advanced search, business needs to review those particular data in the inbox. Is it a way to send these data in the inbox for review based on some filter condition?



  • 2.  RE: Initiate workflow based on filters

    Reltio Employee
    Posted 12-16-2024 09:43

    Hi,

    Unfortunately, there is no OOTB way of doing this. You may need to create a custom review workflow and find a trigger an API to initiate this workflow for the selected records.  There can be a custom button created in the UI to make this more of a "self-service" option.

    May I know what would users review and what can be the possible outcomes after the review?



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    Thanks,
    Snehil Kamal
    Senior Solution Architect
    Reltio
    Bangalore
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