Requesting and approving a price change using the workflow (deprecated) - 7.3

Talend MDM Platform Getting Started Guide
Version
7.3
Language
English
Operating system
MDM Platform
Product
Talend MDM Platform
Module
Talend Administration Center
Talend DQ Portal
Talend Installer
Talend MDM Server
Talend MDM Web UI
Talend Runtime
Talend Studio
Content
Data Quality and Preparation > Cleansing data
Data Quality and Preparation > Profiling data
Design and Development
Installation and Upgrade
Last publication date
2023-07-24
Deprecated
Note that Talend MDM Bonita BPM Integration is deprecated from the 7.3.1 R2021-06 release onwards. Alternatively, you can use:
  • Data Integration Bonita components, tBonitaDeploy and tBonitaInstantiateProcess
  • API services connected to your Bonita instance
Note: There is no change on the Data Integration Bonita components tBonitaDeploy and tBonitaInstantiateProcess.
If you have any question on the future of MDM Bonita BPM Integration, please contact Talend support.

This example helps you get familiar with the Talend MDM workflow feature and gives you a basic idea about how a business process is controlled and managed by using the Talend MDM workflow.

A workflow is a sequence of connected steps that follow a certain order to achieve a business goal. Talend Studio provides a BPM perspective where you can define each step of a workflow. Talend MDM Web UI provides a Workflow Console which navigates to the Bonita BPM web portal for managing the workflow tasks.

The workflow Product_Product in Talend MDM demo project has been designed to request and approve any price change of a product.

In this workflow, we consider one or several business users (for example, the user user@mdm.company.com created by the Job CreateUsers and assigned to the role Demo_User) can request a price change of any product and this change needs to be validated by other authorized business users (for example, the user manager@mdm.company.com created by the Job CreateUsers and assigned to the role Demo_Manager) to make it take effect, so two human interventions are defined, the first to request a price change and the second to validate the change.

The following two workflow actors that are mapped to specific roles and are authorized to intervene at specific tasks have been created, and only the MDM users assigned to the corresponding MDM roles will be able to perform the specific workflow tasks which have been assigned to the corresponding workflow actors.

  • PriceRequester: is mapped to the role Demo_User, who only has the read access to the price attribute, and is granted with the authorization to request a price change by intervening the task Price Request.
  • PriceApprover: is mapped to the role Demo_Manager, who has the write access to the price attribute, and is granted with the authorization to validate a price change by intervening the task Price Approval.

In the BPM perspective, you can click the menu Server > Configure to find the mapping relationship between actors and roles.

Once the workflow is generated, a process needs to be created so that you can initiate the workflow in Talend MDM Web UI and intervene on data records in the form of workflow tasks. In the demo project, a Runnable Entity Action process Runnable_Product#PriceWorkflow has been created to initiate the workflow. It will be listed in the Data Browser page in Talend MDM Web UI and the user user@mdm.company.com with the role Demo_User can launch it to initiate the workflow.

Before you begin

  1. The Talend IAM (Talend Identity and Access Management), TAC (Talend Administration Center), MDM and BPM servers and Talend Studio have been successfully installed and started.
  2. At least the following Talend MDM demo project items, the Data Container Product, the Data Model Product, the Process beforeSaving_Product and Runnable_Product#PriceWorkflow, the Job ValidatePriceChange, the Workflow Product_Product, the View Product, the Role Demo_Manager and Demo_User, and the eleven images under the folder Resource in Talend Studio repository have been deployed to the MDM server successfully.
  3. The Job CreateUsers in Talend Studio has been executed successfully, and three MDM users have been created in Talend Administration Center and specific custom roles have been assigned to them.
  4. The Job MDM_LoadAll in Talend Studio has been executed successfully and the sample data has been loaded into the entity ProductFamily and Product.
  5. The MDM users information has been synchronized to the Bonita BPM server so that you can manage workflow tasks in the Bonita BPM web portal.

For more information about the prerequisites, see Making the MDM demo project work.

About this task

You can perform the following steps to initiate the demo project workflow and finish the workflow tasks:

Procedure

  1. Log into Talend MDM Web UI with the user name user@mdm.company.com and the password user, who has the right to request a price change of any product, and then open the product data record for which you want to initiate a price change. In this example, it is the product Talend Dog T-Shirt.

    Example

  2. From the drop-down list in the upper-right corner of the data record page, select the Runnable process Request Price Change that has been defined to initiate the workflow Product_Product that can help modify the price of a product, then click next to the drop-down list to initiate the workflow.
  3. On the Menu panel, click Govern > Workflow Console to open the Bonita BPM web portal.

    By default, you will log into the Bonita BPM web portal as the same user you log into Talend MDM Web UI. The task is listed in the Task list area under the Tasks view.

  4. Select your Price Request task and click TAKE to continue the workflow task.

    Note that a customized form can be created for any workflow task instead of using the default workflow form. In this example, the customized form RequestNewPriceForm and ApproveNewPrice are created for the Price Request and Price Approval tasks respectively.

  5. In the Enter New Price field, enter a new price and click Request Approval to submit the price change request. In this example, the new price is 18.
    Note that in the demo project, the Before Saving process beforeSaving_Product is launched to validate the price does not drop or increase by more than 15%, so you need to make sure the new price is a valid value if you want to successfully change the price.
    Now the authorized user needs to validate the price change of the product.
  6. Log out and then log into the Bonita BPM web portal with the user name manager@mdm.company.com and the password manager, who has the right to validate any price change requested by the user user@mdm.company.com.

    Example

  7. In the Task list area under the Tasks view, select your Price Approval task and click TAKE to continue the workflow task.
  8. Review the new price and then click either Approve new price to validate the price change or Reject new price to reject the price change according to your need. In this example, click Approve new price.
  9. Log into Talend MDM Web UI with the user name user@mdm.company.com and the password user again, and in the Master Data Browser page, you will see the price of the product Talend Dog T-Shirt has been successfully changed.

    Example