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  • 1.  Is there a way to trigger a workflow for creation of a profile

    Reltio Partner
    Posted 04-24-2023 08:48

    Like it should not be saved, rather sent for review on creation and saved in Reltio when approved, not flushed out when rejected in the Reltio Integration Hub example that you are showing, the entity is created and then sent for review



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    Vinoth Kumar Chittibabu
    Mastech Infotrellis Inc
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  • 2.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Employee
    Posted 04-25-2023 16:33

    If creating the record through the Reltio UI, before clicking Save, change the drop down from "Editing" to "Suggesting" and it will route the proposed record through the Data Change Request workflow before it is created in Reltio.  If creating the profile via an API, it is a two step process.  In the entity create POST, add the query string parameter alwaysCreateDCR=true.  Rather than creating the record immediately it will return a changeRequest object and an entity ID.  You will then need to instantiate the workflow with the change request and entity ID via this API.

    POST https://prod-workflow.reltio.com/workflow-adapter/workflow/{{tenantID}}/processInstances

    --header 'environmenturl: https://{{environment}}.reltio.com'
    {
        "processType": "dataChangeRequestReview",
        "objectURIs": [
            "changeRequests/4OqUuokE",
            "entities/29LkLvFy"
        ],
        "comment": "Created by Dan Gage"
    }

    You will notice that viewing the entity in the Reltio UI appears differently because the profile is not yet a "saved" profile - it is just pending review.



    ------------------------------
    Dan Gage
    Principal Solution Consultant
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  • 3.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Partner
    Posted 04-26-2023 00:12

    Hi Dan,

    Thanks for the details. I understand it is automatically triggering DCR workflow when suggesting during profile creation,  can you help me with details to trigger custom workflow instead of DCR workflow.

    Appreciate your inputs.
    Thanks.



    ------------------------------
    Vinoth Kumar Chittibabu
    Mastech Infotrellis Inc
    ------------------------------



  • 4.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Employee
    Posted 04-26-2023 13:06

    If you want your custom workflow to hold the creation of the profile in a change object then your only option is to do so through the API.  The Reltio UI will only use the default Data Change Request (dataChangeRequestReview).  If you Create the profile yourself, you can can still use the alwaysCreateDCR=true option to have the profile data placed in a change request object.  Then clone the default Data Change Request workflow and alter the approval flow to your needs, with the "Approval Service" being invoked upon final approval, or the "Reject Service" being invoked if the profile is rejected.  

    You can then invoke your custom workflow using the method described above, but just reference your own workflow, like this:

    {
        "processType":"dataChangeRequestReviewClone",
        "objectURIs":["changeRequests/armtgs4", "entities/0000EBJ"]
    }

    The only drawback to this method is that the default Reltio UI will only display the pending change data for the default dataChangeRequestReview workflow process.  If you choose to use this method I would encourage you to submit an enhancement request asking that the UI display any change request data if it is associated with the workflow, rather than only when the workflow process type is "dataChangeRequestReview".  Upon approval, the data will be applied as expected.



    ------------------------------
    Dan Gage
    Principal Solution Consultant
    ------------------------------



  • 5.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Employee
    Posted 04-26-2023 15:00

    If you inquiry is just to launch a non-DCR workflow then it is the same without the change object details.

    POST https://prod-workflow.reltio.com/workflow-adapter/workflow/{{tenantID}}/processInstances

    --header 'environmenturl: https://{{environment}}.reltio.com'
    {
        "processType": "myCustomWorkflow",
        "objectURIs": [
            "entities/29LkLvFy"
        ]
    }


    ------------------------------
    Dan Gage
    Principal Solution Consultant
    ------------------------------



  • 6.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Partner
    Posted 04-27-2023 02:04

    Hi Dan,

    Thanks much for the inputs, will try these options and keep this thread posted.
    really appreciate your suggestions.



    ------------------------------
    Vinoth Kumar Chittibabu
    Mastech Infotrellis Inc
    ------------------------------



  • 7.  RE: Is there a way to trigger a workflow for creation of a profile

    Posted 04-27-2023 07:52

    can anyone pls share the recording which was conducted by Daniel Gage on workflow on this thread?



    ------------------------------
    Abhimanyu Kumar
    GSK
    cary NC
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  • 8.  RE: Is there a way to trigger a workflow for creation of a profile

    Reltio Employee
    Posted 04-27-2023 09:27

    @Abhimanyu Kumar  Find it below: 



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