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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

Create Stage

Stages define the sequential steps in your workflow.

Creating Stages

  1. With your workflow selected, click the Action button Stage Menu
  2. Select Create Stage
  3. Configure stage properties:
Property Description Example
Stage # Sequence order (defines flow) 1, 2, 3...
Stage Name Name of the stage representing its purpose in the workflow Approver / Deploy / Review
Description Additional details explaining the purpose or context of the stage. Reviewer task for UK region
Action Specifies the type of action to be performed in the stage (e.g., review, approval, deployment, validation). Notify,validate,Review

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 Assign Task
  3. Choose from available tasks
Setting Description Options
Task Select predefined task Dropdown list

Next Steps

After creating workflows: 1. Set up deployment configuration