Workflow dialog boxes

You can see workflow dialog boxes in the following distinct scenarios:

  • When you need to provide data in a workflow start form before the workflow starts.
  • When you need to complete a user task and the task sidebar is disabled in Collibra Console.

Start forms

When the start event of your workflow has a form reference, a dialog box appears before the start of the workflow. You must fill in the required information or accept the default values and submit them to start the workflow. If you close the dialog box instead of submitting the form, the workflow does not start. If you do not provide the required information and continue, the workflow starts but might not complete.

If you start a workflow from another workflow or via the API, you must provide the required information for the start forms with your request to start the workflow. In these cases, the workflow cannot generate a dialog box to request the information.

User tasks

You can see dialog boxes for user tasks only when the task sidebar option is disabled in Collibra Console. If the option is enabled, all task forms appear in the sidebar instead of dialog boxes.

The most common scenario in this case is a dialog box appearing when you click the task button in the task bar.

There are some scenarios where the dialog boxes appear automatically for user tasks:

  • When the next available user task is assigned to the same user who has just completed a start form.
  • When the next available user task is assigned to the same user who has just completed another user task.

For these scenarios to work, all of the following conditions must be met:

  • You either start the workflow on the resource page for which the workflow is configured, or you use a global workflow.
  • Any script tasks that are between the start form and the next available task or between a task and the next available task are completed.
  • You do not close the first dialog box before the second one appears.
  • The start form or user task and the next available task belong to the same workflow process and neither is part of a sub-process.