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The next step is to select the correct option from the list of available constraint types.
Constraint type | Description |
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Ordinary constraints | The following constraints are available:
This is an example of this type of constraint: |
Metadata constraints | This type of constraint gives the workflows administrator a great flexibility in terms of constraints as it allows to point to and interact with the metadata fields available in the customer’s Media Manager. This is an example of a metadata constraint: |
File constraints | The user who makes a request will have to attach a file in the from specified by workflows administrator. This could be e.g. a consent form. |
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changing the name of the stage,
changing the name of the unique ID,
adding a description,
assigning a stage owner (automatically or dynamically),
indicating whether the stage completes the workflow
adding labels.
Automatic/dynamic assignment of a stage owner
A stage owner is the person who receives a task related to a particular stage in a workflow and will need to take an action, such as approving or denying download request.
There are 4 different scenarios that can be configured in the process of editing a stage:
Scenario | Configuration | Explanation |
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There is no stage owner. | Set Automatically Assign Stage to “Do not automatically assign”. | This option should be used for the stages which should not lead to task assignment. An example of a use case for this scenario is an approved stage, where no further action is needed after a request download was granted. |
The stage owner is a user. | Set Automatically Assign Stage to “Assign to a user”. In the new field below select the stage owner from the provided list. | This option should be used for stages that should be assigned to a selected user. All the available users are presented in the drop-down list. Note that the selected user must have the relevant role that grants the ability to access the task list (Business_Workflow_Instance_View). |
The stage owner is a user group. | Set Automatically Assign Stage to “Assign to a user group”. In the new field below select the stage owner from the provided list. | This option should be used for stages that should be assigned to a selected user group. All the available user groups are presented in the drop-down list. Note that the selected user group must have the relevant role that grants the ability to access the task list (Business_Workflow_Instance_View). |
The stage owner is assigned dynamically. | Set Automatically Assign Stage to “Assign to the instance owner”. Then, select the correct MasterItemReference type metafield from the list under Dynamically Assign Stage. | This option provides more flexibility in terms of who will handle the download requests. An example of a use case is the situation in which each asset has an owner who is responsible for what happens with this particular asset. The asset owner is determined by a metafield. |
Saving a workflow
Once the Business Workflow is fully defined, the user should click Save button in the upper right corner of the workflow edition area.
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