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Constraint type

Description

Input constraints

This type of constraint can usually be found in download requests. Here, the user is asked for different types of input.

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. Can be rendered as both a string and a note field.

  • Combo Input Constraint - the user who makes a request will have to choose from a combo box you define.

This is an example of this type of constraint:

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Metadata constraints

This type of constraint gives the workflow 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. In this type of constraint the metadata field’s content must match the condition.

This is an example of a metadata constraint:

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Note

It is very important that the System user has minimum the read rights to the metadata field. Otherwise, it will not instantiate correctly and it will throw an error during the instantiation. It is preferable that the System user has both read and write rights to all the metadata fields, either as an individual user or through a group.

Upload constraints

The user who makes a download request will have to attach a file in the from specified by workflows administrator. This could be e.g. a consent form.

The upload constraint will be presented the same as any other input constraint, i.e. the functionality is the exact same as the other input constraints.

This is an example of an upload constraint:

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Execution condition

This type of constraint is related to who can execute the transition. The following constraints are possible:

  • Any user can transition

  • Allow the assignee to transition

  • Allow the workflow creator to transition

  • Allow a specific user or group to transition

This is an example of an execution condition constraint:

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Each constraint item has two icons in the upper right corner: one for the available actions regarding the constraint, and the other for re-ordering the constraint.

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Scenario

Configuration

Explanation

There is no stage owner.

Set Stage Assignment Behavior to “Unassigned”.

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This option should be used for the stages where no users or groups should be assigned.

An example of this could be that your task has reached an end state, e.g. a download request has been approved. No further action is needed here, and thus no one should be assigned.

The stage owner is a user.

Set Stage Assignment Behavior 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 specific user. All the available users are presented in the drop-down list.

The stage owner is a group.

Set Stage Assignment Behavior to “Assign to a 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 specific group. All the available groups are presented in the drop-down list.

The stage owner is the instance owner.

Set Stage Assignment Behavior to “Assign to the instance owner”.

This option should be selected, if the stage needs to be assigned to the user who initiated the event.

An example of this is, that you have an asset approval workflow, where the uploading user needs to fill in some metadata or input constraints before the approver is assigned.

As uploading cannot be “constrained“, the first stage you create must be assigned to the instance owner, to ensure that (s)he fulfills the metadata/input constraints before sending it onwards.

Current user or group remains as the stage owner.

Set Stage Assignment Behavior to “Keep current user or group”.

Use this if you wish to retain the assignment set in the previous stage(s).

The stage owner is assigned by what’s set in a metafield.

Set Assign from Metafield to the correct MasterItemReference type metadata field from the list.

This option allows for more flexibility when assigning, as this gives the ability to assign users and groups based on a value set in a metafield.

A use case could be a situation in which each asset has an owner who is responsible for what happens with this particular asset (like a photographer). Having the ability to link an asset with a user or group, allows for easy ownership assignment.

Please note that “assign from metafield” only works, when there is only one asset in the task. If the “assign from metafield” fails due to a too high number of assets in a task - or because the indicated metadata field is empty - the automatic stage assignment will act as a fallback. This is why the user needs to configure both options.

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  • in the task list view, in the last column

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  • in the task detail view, in the upper right corner of the modal.

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If there are no constraints attached to the selected action, the transition will be successful instantly.

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  • In case of input constraints, the user needs to fill in additional information in the form of text, date or selecting an option from the provided list

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  • In case of upload constraint, the user needs to upload a file in a required format

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  • In case of metadata constraints, the user needs to make sure that the provided metadata fields are filled in according to the requirements.

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Multi-transition of tasks

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