Edit an out-of-the-box workflow

If you prefer to have an example to start from when you start designing workflows, follow these steps to import a workflow from Collibra Platform in Workflow Designer.

For minor changes to an out-of-the-box workflow, see View and edit workflows.

Prerequisites

You have the Sysadmin global role or a global role that has at least the Workflow Administration global permission.

Steps

1

Open Collibra.

2

Open a workflow.

3

In the Flow tab, select and copy the XML text.

4

Save the text as a BPMN file.

5

Open the Workflow Designer.

6

Create a new app if required.

7

In the app, add a new model and select Import → Process.

8

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.

9

After you have edited the workflow, publish it to Collibra.

If you do not change the process model key, the modified workflow replaces the out-of-the-box workflow.