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Deploys and Tests A Workflow in Collibra

Penelope exports a workflow from Workflow Designer and uploads it to Collibra. She enables the workflow and tests it by initiating an asset creation request. The workflow guides her through completing a task to provide details for the new asset. As the admin, Penelope then reviews and approves the request. Finally, she verifies that the asset was successfully created in Collibra as intended.

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chetan sharma
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
67 views

Deploys and Tests A Workflow in Collibra

Penelope exports a workflow from Workflow Designer and uploads it to Collibra. She enables the workflow and tests it by initiating an asset creation request. The workflow guides her through completing a task to provide details for the new asset. As the admin, Penelope then reviews and approves the request. Finally, she verifies that the asset was successfully created in Collibra as intended.

Uploaded by

chetan sharma
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 9

Penelope deploys and tests a workflow in Collibra

University Team

1
I have the option to use the deploy
button or export the workflow app
to my local device and then upload
to Collibra.

2
Follow me as I export the
workflow from Workflow Designer.

The first step is to click Export.

3
Click Export.

© 2022 - 2024 Collibra 1 of 9


Penelope deploys and tests a workflow in Collibra
University Team

4
Within Collibra's settings, under
Workflows, click Upload a file.

5
Now, we've uploaded the workflow
to Collibra. You can see it was
created under the name Asset
Creation Flow.

Click the workflow name to see its


settings.

6
We want to make this workflow
available to all users in Collibra.
Check the box next to the text Any
signed in user can start the
workflow.

© 2022 - 2024 Collibra 2 of 9


Penelope deploys and tests a workflow in Collibra
University Team

7
Click the box next to the text that
says Show in global create. This
makes the workflow visible to
users from the global create icon.

8
Scroll up and click the play icon to
enable the workflow.

9
Now we are going to test the
workflow out. Click the global
create button.

© 2022 - 2024 Collibra 3 of 9


Penelope deploys and tests a workflow in Collibra
University Team

10
Click Actions.

11
Select Asset Creation Flow.

12
Here, we can see a notification
that the workflow has started.

© 2022 - 2024 Collibra 4 of 9


Penelope deploys and tests a workflow in Collibra
University Team

13
We have a "1" next to Tasks to
indicate there is a workflow task
ready for us to complete. Click
Tasks.

14
Since we initiated the workflow,
we have received the asset
request form, User requests new
asset.

15
Type Stylish Leather Shoes in the
Asset Name field.

© 2022 - 2024 Collibra 5 of 9


Penelope deploys and tests a workflow in Collibra
University Team

16
Click Business Asset from the
Asset Type dropdown list.

17
Click Domain.

18
Select New Business Terms
from the dropdown list.

© 2022 - 2024 Collibra 6 of 9


Penelope deploys and tests a workflow in Collibra
University Team

19
Type the following: A new spin-
off asset for our latest leather
shoe release.

Then press the Enter key.

20
Click Submit.

21
Since we are logged in to the
admin account, we have received
the admin review form for the
request. As you can see, all the
details from the request are here.
Note the Asset Type and Domain
dropdowns capture the string
UUID.

Click Approve.

© 2022 - 2024 Collibra 7 of 9


Penelope deploys and tests a workflow in Collibra
University Team

22
Click Submit.

23
An email from no-reply@collibra.
com was sent to the requester
and the admin.

With the email confirmation, we


know that the workflow's mail
task was successful.

24
Going back into Collibra, we
searched for the asset in Collibra
Data Marketplace.

Click Stylish Leather Shoes to


view it.

© 2022 - 2024 Collibra 8 of 9


Penelope deploys and tests a workflow in Collibra
University Team

25
We have confirmed the asset
was successfully created. The
requester can go in and add
more details to the asset.

© 2022 - 2024 Collibra 9 of 9

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