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The next step is to select the correct option from the list of available constraint types.

Constraint type

Description

Ordinary constraints

The following constraints are available:

  • Date Input Constraint - the user who makes a request will have to choose a date from a calendar

  • String Input Constraint - the user who makes a request will have to fill in a text field.

This is an example of this type of constraint:

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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

There is no stage owner.

Set Automatically Assign Stage to “Do not automatically assign”.

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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.

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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.

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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.

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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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