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Workflow | Collibra Community

Collibra Platform

Workflow

Created Nov 18, 2023

54 members

147 discussions

The Workflow topic in the Collibra Community is a space for users to ask questions, share tips, and troubleshoot everything related to building and managing workflows using Collibra’s Workflow Designer. Discussions range from automation triggers and custom scripts to improving task management and UI behavior—ideal for users looking to streamline processes and boost platform efficiency.

Discussion
Matheus Anitelli
Workflow Started from a Form: How to Associate a Newly Created Asset as the Task's Related Resource?
Hi everyone, I'm facing a workflow design challenge and would appreciate any guidance from those who have implemented similar patterns. Background Originally, our Data Definition workflow was started directly from a Business Term asset page. In that scenario, each user task displayed the asset as the Related Resource in the user's Inbox and task details. Users could immediately understand which asset they were working on and navigate to it easily. We have recently redesigned the process. The new flow is: User launches a workflow from a start form (not from an asset page). The workflow creates a new Initiative asset. The workflow creates relationships between the Initiative and multiple Business Terms. A Call Activity launches a child workflow (Data Definition Process). Users receive tasks within the child workflow. The Problem Because the workflow is initiated from a form rather than from an asset page, the resulting user tasks do not display a Related Resource . The Initiative asset is successfully created and its ID is available throughout the process. I can retrieve the asset and its metadata in Script Tasks without any issue. However, the user tasks still do not show the Initiative as the Related Resource, making it difficult for users to identify which Initiative a task belongs to. What I've Already Tried Passing the Initiative ID through Call Activity input mappings. Passing an item variable through the Call Activity. Recreating the Initiative asset context in the child workflow using: Recreating the Initiative asset context in the child workflow using: UUID initiativeId = string2Uuid(execution.getVariable("initiative")) def initiativeAsset = assetApi.getAsset(initiativeId) Storing the Initiative asset ID and name as workflow variables. The child workflow receives these values correctly, but the Related Resource remains empty. My Question Is it possible to associate a workflow instance or user task with an asset after the workflow has already started , so that the asset appears as the Related Resource in the Inbox? More specifically: Can a workflow started from a global form dynamically set a Related Resource later in the process? Is there a specific workflow variable (such as item , resourceId , etc.) that controls this behavior? Or is the Related Resource only determined at workflow instantiation time when the workflow is launched directly from an asset page? Any recommendations, best practices, or examples would be greatly appreciated. Thanks in advance!
3 weeks agolast reply 2 weeks ago
1
Discussion
Matheus Anitelli
Is there a possibility to submit multiple approval user tasks to different approvers?
Hey all, I'm developing a workflow that has the following purpose: Data stewards will select some columns that they deem necessary to add to a created data set for a specific purpose (such as... AI's use cases), and will submit the data set to this approval workflow. The data set will contain multiple columns coming from different tables, and with different approvers assigned to its columns. With that said, our idea is that the columns would be approved only by the assigned approvers and not by all stewards involved in this process. Is this feasible? If so, what would be the best approach to develop the workflow to achieve this goal? Also, imagine a situation where we have 5 approvers involved in the data set approval process, but not all of them have approved their columns. 4 of them have approved, and only one rejected it. In our process, if an approver rejects the metadata of their columns, the columns would return to a step where someone responsible for fixing them would need to do it. So, my other question is: is it feasible to return to this point, only the rejected columns, and the approved ones proceed to the next phase? Or if one approver rejected it, the entire data set will go to the "fixing phase"? Regards.
2 months agolast reply 1 month ago
3
Discussion
Anie Issac
Separate Data Access Workflows Based Asset Types in Data Basket
I am looking for information related to the creation of Data Usage assets. In Collibra, the Data Usage domain (domain ID: 00000000-0000-0000-0001-000200000002 ) is hidden and selected by default. Is there an option to create Data Usage assets in a different domain based on the asset type added to the data basket? My requirement is to have two separate instances of the data access workflow depending on the asset type in the data basket—for example, a Dataset Access Workflow when the basket contains a dataset, and a Data Product Access Workflow when it contains a data product.both workflow are similar, but their start forms will be different. If Data Usage assets can be configured to be created in two different domains, I could then add an additional filter (based on domain ID) to trigger the appropriate workflow.
4 months agolast reply 2 months ago
1
Discussion
Inna Zakhodin
Custom workflow won't appear in the Actions button on the Asset page
I want my custom workflow to be started from the “Actions” button but I cannot get it to appear in the drop-down. the workflow is deployed and enabled the Applies To section of the workflow configuration shows the Asset Type that I want the workflow to be invoked for no Community/Domain is set in the "Applies To" section the Global checkbox in the workflow configuration is not checked all relevant permissions are set and I run it as a system administrator the start event in the workflow is a 'None Start Event' What else should be done for the workflow to appear under "Actions"? Or is it an issue with the workflow itself?
4 months agolast reply 4 months ago
2
Discussion
Timur Djalalov
Data Product moves to target domain, but related Data Product Port asset stays in New Data Products domain
Hello, I'm testing the latest Data Product Workflows version 2.2 community offering and I am seeing behavior that differs from the training materials. When I submit/create Request Data Product and complete the ownership flow, the workflow moves the Data Product asset to the selected target Data Product Catalog domain, but it does “NOT” move the Data Product Port. The Port asset remains in New Data Products (Data Product Catalog domain). Based on the Collibra University training video/material “Manage data products in Collibra”, section “Request”, video #2 “Assign and Accept Ownership”, I expected both the Data Product and its Port to move together into the target domain. From the BPMN, I can see a step to "Move the Data Product to Target Domain", but I do not see a step to move related Port assets. Can anyone confirm whether this is expected behavior in the newer package/release, or whether the workflow should also move the related Port asset to the same target domain? If you have addressed this already, which workflow did you update? Should the operating model also be updated or configured in addition to the workflows to ensure that related Data Product Port assets move with Data Product to the target domain? Thank you.
4 months ago
0
Discussion
Asif Rasul
How to store the Task ID while the User Task is created
I have a requirement to store the Task ID of a User Task in one asset attribute as soon as the Task is created. Can this be achieved using Task Listener? If yes, how?
5 months agolast reply 5 months ago
5
Question
Workflow
Workflow UserTask set DueDate
In our task user form, the user sets the due date of the request. This is the date the user wants the request to be resolved. How can we do to set the task due date with this value instead of the automatic calculation that Collibra does? We are working with the Workflow Designer
Elvira Brusa
Posted 3 years ago • Last reply 7 months ago
3
Discussion
Luke Schmidt
Issue Management Workflow not working
Hello, We are currently using the issue management workflow Collibra provides. The workflow should be triggered when there is a report asset added to Collibra. The workflow works when we manually add report assets. However we have a weekly homegrown application that adds reports, when the application runs unfortunately the workflow is not triggered. According to the logs from the Collibra console, there are no errors but also no sign the workflow is being kicked-off. I wasn't sure if Collibra turns on a lock or something similar when the program runs to ingest the new report assets that would prevent the issue management workflow from starting. Has anyone ran into a similar issue and if so how did you resolve it? Thanks for the help!
7 months agolast reply 7 months ago
1
Discussion
Jyoti Rathod
User Task form field not visible in Tasks UI – only “Done” button visible
Hi Community, I’m working on a Collibra workflow where I’ve added a User Task with a form (basic text fields) attached to it. What I’ve done: Created a User Task Created a form and added fields (text inputs) Referenced the form in the User Task Saved and deployed the workflow Started a new workflow instance Issue: When I open the task from Tasks , the UI shows: Task title Due date Only a Done button The form itself does not render at all (blank content area). Is there a specific configuration required to “publish” or activate a form?
7 months ago
0
Question
Workflow
Add dynamic data in Select dropdown using workflow designer
How do i configure or assign dynamic object in the select dropdown. I can able add static data only. Please give the simple example.
Venkateshwaran Umaiyavelautham
Posted 2 years ago • Last reply 8 months ago
6
Question
Workflow
tagsEditNoPermission in OMRE workflow
Recently, when attempting to upgrade to a newer version of OMRE, I ran into an issue in PROD (but not in our lower environments) where I'm finding an error of "tagsEditNoPermission" in the log files. OMRE has run successfully in the past for us and the role we're executing in doesn't have any restrictions against tags. Has anyone else encountered this and, if so, what did you have to do to overcome the issue? Thanks
Daryl Hendricks
Posted 9 months ago
0
Question
Workflow
Creating a Jira Issue from within Collibra Workflow
Hello! I am looking for anyone that has been successful in creating a Jira Issue (Ticket) via the REST API Call with a Collibra Workflow. I would love to discuss how you were able to make it work. What issues did you run into? Thanks! -Brian
Brian Lloyd
Posted 9 months ago
0

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