Reltio Connect

 View Only

  • 1.  Restrict Approvers for OOTB DCR Based on Entity

    Posted 12-03-2024 17:08

    In OOTB DCR workflow, I want to restrict the approver on the basis of the entity for which it is being created.

    I have updated the metadata 

    image

    but still the approval request is being assigned to the other approvers mentioned in the Group candidate of workflow as well.



    ------------------------------
    Ibneet Kaur
    Spec. BS/Sol. Delivery MDM Engineer
    Novartis
    Hyderabad
    ------------------------------


  • 2.  RE: Restrict Approvers for OOTB DCR Based on Entity

    Reltio Employee
    Posted 12-05-2024 01:04

    Hi Ibneet,

    Can you please share the accessTypes defined for the user task in your BPMN? 

    Ideally, the user(s) from the assignment pool should be part of the candidate group and also should have the permissions  defined in the accessTypes configuration



    ------------------------------
    Thanks,
    Snehil Kamal
    Senior Solution Architect
    Reltio
    Bangalore
    ------------------------------

    Original Message


  • 3.  RE: Restrict Approvers for OOTB DCR Based on Entity

    Posted 12-05-2024 01:10

    Hi Snehil,

     

     

    Thanks & Regards,

    Ibneet Kaur
    Spec. BS/Sol.Delivery-MDM Engineer

    PRODUCT & PLATFORM DELIVERY DIGITAL TT / TT CTS

    Novartis Healthcare Private Limited

    Salarpuria-Sattva Knowledge City

    Raidurg, Rangareddy District

    Madhapur / Hyderabad, Rangareddy 500081

     

    T +91 9781082444

    ibneet.kaur@novartis.com

     




    Original Message


  • 4.  RE: Restrict Approvers for OOTB DCR Based on Entity

    Reltio Employee
    Posted 12-05-2024 01:27

    Hi Ibneet,

    The users cannot approve a DCR user task with just ACCEPT_CHANGE_REQUEST permission unless the applyDcrWithoutPermissions flag is set to true

     https://docs.reltio.com/en/explore/get-going-with-apis-and-rocs-utilities/reltio-rest-apis/engage-apis/data-change-request-api



    ------------------------------
    Thanks,
    Snehil Kamal
    Senior Solution Architect
    Reltio
    Bangalore
    ------------------------------

    Original Message


  • 5.  RE: Restrict Approvers for OOTB DCR Based on Entity

    Reltio Employee
    Posted 12-18-2024 04:26

    Hi Ibneet,

    Am I right that you have a set of data stewards with the role ROLE_REVIEWER but want to distribute all tasks among them based on entity type and configured metadata security? In the meantime, you can leverage the examine API that, possibly, would help to configure the proper settings to achieve the goal.



    ------------------------------
    Yury Timofeev
    Product Owner of the Workflow
    Reltio
    ------------------------------

    Original Message


Related Content