elearning

Editing Workflows v5.3: Restricting Workflows to Status and Editing Form Fields

About This Course

Instructor:

Mathisse De Strooper, Product Manager

Objectives:

  • Restrict workflow to one or more asset statuses
  • Add plain text form field
  • Add help text to form field

Description:

We will address new workflow functionality available in the Collibra Platform v5.3. We will begin by discussing how you can restrict your workflow to one or more asset statuses. For instance, you can restrict the Simple Approval workflow to be available only when an asset is set to Candidate status, rather than Approved. There are also new options for workflow form fields. These include a resizable plain text form field, for the user to add notes during the workflow process. You can also add help text to guide your users how to fill out specific form fields of the workflows.