Edit an out-of-the-box workflow
Collibra offers a series of out-of-the-box workflows to get you started with your platform. To suit your organizational needs, you can modify them or create your own versions of these workflows.
For minor changes to a deployed out-of-the-box workflow, see View and edit workflows. For more substantial changes, you can edit the version deployed in your environment or download the latest version from the Community Downloads page. For details on how out-of-the-box workflows behave in your environment, see Out-of-the-box workflow publishing.
Prerequisites
A global role with the Workflow Administration or System administration global permission to upload and download workflows in Collibra.
A global role with the Workflow Designer access global permission to edit workflows in the Workflow Designer.
Steps
Go to the Community Downloads page.
Select your Collibra version.
In the Out-of-the-box workflows section, download the ZIP file.
Extract the required out-of-the-box workflow from the archive.
Open the Workflow Designer.
Create a new app if required.
In the app, add a new model and select Import → Process.
Upload the BPMN file you extracted. A BPMN diagram is displayed. You can now start exploring and changing its properties.
Open Collibra.
Open a workflow.
In the Flow tab, select and copy the XML text.
Save the text as a BPMN file.
Open the Workflow Designer.
Create a new app if required.
In the app, add a new model and select Import → Process.
Upload the BPMN file you created. A BPMN diagram identical to the flow view in Collibra is displayed. This means that you imported the file correctly. You can now start exploring and changing its properties.
After you have edited the workflow, publish it to Collibra.
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