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Published by Collibra Lab

Sending and managing to-do actions

Package Documentation
Free

Overview

In some cases you want to send a to-do action for another user (e.g. “Please review update frequency for Report XYZ.”) without invoking a full process. You simply want to create a specific task for a specific stakeholder, and follow up easily.

This solution is delivered as a workflow for sending to-do actions to other users. When invoked it will ask for a to-do title and description, a due date, and an assignee that will receive the to-do. When submitted it will create a to-do task for the assignee with the specified due date. The assignee now has to complete the task before the workflow will continue. If the assignee mark the to-do as “Not done” the requester will be informed. All steps will be logged in the audit trail.

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Release Notes

Release Notes, v1.2:

  • Upgraded GenerateSequentialTodo and SendTodo to API V2
Compatibility
  • Collibra Cloud
  • Collibra 5.7
Dependency
  • Collibra API v2
License and Usage Requirements
  • Collibra Stewardship

Release History

Version 1.1
March 6, 2020
Release Notes
  • Modified SendTodo.bpmn file to be compatible with Collibra Platform 5.7 and make use of API v2.
  • Modified sample workflows to be compatible with Collibra Platform 5.7.
Compatibility
  • Collibra 5.7
Dependency
  • Collibra API v2
License and Usage Requirements
  • Collibra Stewardship

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