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Workflow Designer documentation
Getting started with workflows
What is a workflow?
Workflow terminology
Enable the Workflow Designer
Workflow permissions
Designing workflows
About the Workflow Designer
Navigation bar
Models
Apps
Create a new app
Import apps
Add models to an app
App editor
Processes
Create a new process
Import processes
Process editor
Process editor menu bar
Canvas and configuration area
Shape repository
Start events
Start event
Timer start event
Signal start event
Error start event
Activities
User task
User tasks
Define a user task
Candidate user expressions
Service task
Delegates
Alternatives to API v1 delegates
GetRelations and RemoveRelations delegates
AddRelation delegate
AddResourceRole and RemoveResourceRole delegates
GetTerm and RemoveTerm delegate
AddTerm delegate
GetAttribute and RemoveAttribute delegates
AddAttribute delegate
TermIntake delegate
ChangeStatus delegate
StartWorkflowInstance delegate
MailSender delegate
GetUserNames delegate
GetRelatedTerms delegate
CreateIssue delegate
ChangeIssueResponsibleCommunity delegate
AddComment delegate
Script task
Define a script task
Define a script task that sends an email notification
Names and unique names in workflows
Upgrading your scripts for Collibra 2024.02 compatibility
Upgrading your scripts for Groovy 3 compatibility
Change Groovy switch statement
Adjusting for Groovy JavaBeans specification compatibility changes
Java API v1 to v2 mapping
Beans
API v2 in workflows
BusinessItem bean
Users bean
Event bean
Utility bean
Mail bean
Translation bean
Workflow execution logic - logging
Manual Task
Email task
Structural
Subprocess
Call activity
Event subprocess
Event-based gateway
Gateways
Exclusive gateway
Parallel gateway
Inclusive gateway
Intermediate events
End events
End event
Error end event
Terminate end event
Swimlanes
Pool
Lane
Artifacts
Sequence flows
Message flows
Text annotation
Listeners
Alternatives to API v1 listeners
Overview task listeners
Overview execution listeners
Process execution
Forms
Create a new form
Import forms
Form editor
Form editor menu bar
Form canvas
Form components
Data entry components
Text
Tags
Date
Multiline text
Rich text
Collibra data entry components
File upload
Asset type
Domain type
Attribute type
Relation type
User
Group
Role
Asset
Domain
Community
Role in community
Container components
Panel
Subform
Display components
Text display
Image
Link
Horizontal Line
Selection components
Radio buttons
Checkbox
Checkbox group
Select (single)
Select (multiple)
Form outcomes
Form expressions
Start forms
Configuration variables
Form properties
Form property types
Form values
Form examples
Basic concept
Change the state of text input components based on the checkbox selection
Mark a form field as mandatory if a value entered in another field meets a condition
Display assets only from a selected domain
JavaScript in expressions
Create a workflow with dynamic forms
Creating workflows
Workflow basic configuration elements
Model keys
Workflow description
Process variables
Workflow dialog boxes
Create a pool and lanes
Create start and end events
Add workflow elements
Edit an out-of-the-box workflow
Change the process model properties
Managing workflows in Collibra
Out-of-the-box workflow deployments
Workflow engine upgrade
Deploy a workflow
View and edit workflows
Enable or disable workflows
View and edit workflow definition settings
Workflows title bar
Configuration variables
Edit configuration variables
Duration variables
Other configuration settings
View running workflow instances
Back up workflows
Delete workflows
Restore a workflow
Out-of-the-box workflows walk-throughs
Approval Process
Approval Process description
Approval Process walk-through
Approval Process configuration
Assign Owner To Data Set
Assign Owner To Data Set description
Assign Owner To Data Set walk-through
Assign Owner To Data Set configuration
Cancel Process
Cancel Process description
Cancel Process walk-through
Cancel Process configuration
Escalation Process
Escalation Process description
Escalation Process walk-through
Escalation Process configuration
Issue Creation
Issue Creation description
Issue Creation walk-through
Issue Creation configuration
Issue Management
Issue Management description
Issue Management walk-through
Issue Management configuration
Issue Move
Issue Move description
Issue Move walk-through
Issue Move configuration
Post Data Ingestion Workflow
Post Data Ingestion Workflow description
Post Data Ingestion Workflow walk-through
Post Data Ingestion Workflow configuration
Propose New Business Asset
Propose New Business Asset description
Propose New Business Asset walk-through
Propose New Business Asset configuration
Propose New Business Term
Propose New Business Term description
Propose New Business Term walk-through
Propose New Business Term configuration
Propose New Code Value
Propose New Code Value description
Propose New Code Value walk-through
Propose New Code Value configuration
Propose New Data Asset
Propose New Data Asset description
Propose New Data Asset walk-through
Propose New Data Asset configuration
Propose New Governance Asset
Propose New Governance Asset description
Propose New Governance Asset walk-through
Propose New Governance Asset configuration
Propose New Technology Asset
Propose New Technology Asset description
Propose New Technology Asset walk-through
Propose New Technology Asset Configuration
Request Data Sets Access
Request Data Sets Access description
Request Data Sets Access walk-through
Request Data Sets Access configuration
Simple Approval
Simple Approval description
Simple Approval walk-through
Simple Approval configuration
Voting Sub-Process
Voting Sub-Process description
Voting Sub-Process walk-through
Voting Sub-Process configuration
Voting Sub-Process instructions
Workflow FAQ
Start
About the Workflow Designer
Forms
Form components
Role in community
Panel
Container components
The following components allow you to organize the components on your form.
Panel
Subform
Role in community
Panel