Requesting and approving a price change using the workflow - 7.1

Talend Data Fabric Getting Started Guide

author
Talend Documentation Team
EnrichVersion
7.1
EnrichProdName
Talend Data Fabric
task
Data Quality and Preparation > Cleansing data
Data Quality and Preparation > Profiling data
Design and Development
Installation and Upgrade
EnrichPlatform
Talend Administration Center
Talend DQ Portal
Talend Installer
Talend Runtime
Talend Studio

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.

For more information about how to define a workflow, see Workflows in Talend Studio User Guide.

For more information about how to manage the workflow tasks, see Managing workflow tasks in Talend MDM Web UI User Guide.

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 Diagram > Configure to find the mapping relationship between actors and roles. For more information about how to create and manage workflow actors, see Managing workflow actors in the BPM perspective (task assignment) in Talend Studio User Guide.

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. For more information about the Entity Action process, see Processes in Talend Studio User Guide.

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.
  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 Tasks view.

  4. In the Price Request task details page of your task, click DO IT to continue the workflow task.

    The workflow task form is displayed.

    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. For more information, see Creating customized forms for workflow tasks in Talend Studio User Guide.

  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. For more information about the Before Saving process, see Processes in Talend Studio User Guide.
    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.
  7. In the Price Approval task details page of your task, click DO IT 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.