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Workflow

Workflows in EPMware define the approval process for metadata changes. A workflow consists of stages containing tasks that must be completed in sequence.

Workflow Overview

Workflow Builder

Understanding Workflows

A Workflow is comprised of:

  • Stages: Sequential steps in the approval process
  • Tasks: Actions assigned to stages (review, approve, validate)
  • Approvers and Reviewers: Users or groups responsible for tasks

Create Workflow Tasks

Before creating a workflow, define the tasks that will be used in workflow stages.

Steps to Create Tasks

  1. Navigate to Workflow → Tasks
  2. Click the Add button Add Icon
  3. Configure task properties
  4. Save the task

Create Workflow

After defining tasks, create the workflow structure.

Workflow Creation Steps

  1. Navigate to Workflow → Builder
  2. Click the Add button Add Icon to create a new workflow

Add Stages

Stages define the sequential steps in your workflow.

Creating Stages

  1. With your workflow selected, click the Stage Menu button Stage Menu
  2. Select Add Stage
  3. Configure stage properties:
Property Description Example
Stage # Sequence order (defines flow) 1, 2, 3...
Stage Name Descriptive stage name Initial Review
Required Approvals Number needed to proceed All, Any, Specific #

Assign Tasks to Stages

Add tasks to stages to define what actions occur at each step.

Task Assignment Process

  1. Select a stage in the workflow designer
  2. Click Add Task to Stage
  3. Choose from available tasks
Setting Description Options
Task Select predefined task Dropdown list

Next Steps

After creating workflows: 1. Set up deployment configuration