Workflow problem

[Former Member]

Dear MDM experts,

We have a workflow for creating a Master data record in MDM.

However it lets the user create a new record before the approval process of the workflow.

<h5>Is there anyway this can be avoided i.e. create a new record ONLY if approved ?

</h5>

<h5>Also when we created a workflow ,saved it and open the visio again to see the workflow it shows me an empty page.Any inputs appreciated.</h5>

Thanks.

[Former Member]

Hi,

Yes apart from validation there is no such method from which we can implement this. Its a kind of bug in MDM environment.

Rewards if helful

BR,

Alok Sharma

[Former Member]

Folks,

Is it possible in a MDM "Validation" to span and look across multiple records to check for duplication ?

Say I have a field called Customer Name,while creating an record, can the validation check what was inputed with what is currently present across all MDM records ?

Thanks.

[Former Member]

Hi ,

Try defining these field as "Unique Fields".

Regards,

Amol.

[Former Member]

For fields that are integers, or text fields populated with numbers (ie: Customer Number) you can set the field to be "Unique" in the Console when designing the data model. However, that's not a very good idea for most fields because quite often a company will do business with a particular customer or vendor and have multiple legitimate records for each business which correlate to different business units of some sort. What I would recommend is building a matching strategy in MDM and calling that strategy in the workflow that you are building. This way when you are creating a new record the user will have the opportunity to view any potential duplicate records before approving the creation.

[Former Member]

Hi ,

Yes, you can validate the record getting created by suitable validations based on your business requirement. If the validations are not satisfied then your record will not be saved.

To do this in Data Manager>Workflows>select Record import,Record add,Manual option.

Secondly,after creating the workflow save it, if there are any problems in workflow it will displayed there.

Reward points if useful.

Regards,

Pramod

[Former Member]

Hi,

According to me, you can only validate the records before it gets finally created in MDM. Hence you can create necessary Validations that will check a record before creating it.

And regarding the second problem, I think your workflow is not getting saved properly. That is why, you are not able to see it when you open it again. It sometime happen, when the workflow steps are not logically or syntactically connected.

Hence do check out your workflow steps again.

May be this will help you...

Thanks and Regards

Nitin Jain

Edited by: Nitin Jain on Jan 28, 2008 3:58 AM