Customize the Business Process General Wizard workflow

You can customize the Business Process General Wizard workflow to meet your needs.

Steps

  1. Create a customized workflow that includes your customized general information forms.
    Tip We recommend that you copy the Business Process General Wizard workflow, customize it outside of Collibra Platform, and then upload the customized workflow back into Collibra.

    Warning Ensure that your customized workflow has a unique name and "processRef" before uploading it back into Collibra. That way it will not be overwritten when upgrading your Collibra environment.
  2. Configure the Business Process Wizard workflow.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Collibra settings page opens.
    2. Click Workflows → Definitions.
    3. Click the Business Process Wizard.
    4. In the Variables section, click.
      The Variables dialog box appears.
    5. Scroll down to the variable "Please provide the General Information workflow reference ID that is used in the Business Process asset proposal phase and the characteristics management phase".
    6. In the variable field, enter the "processRef" of your customized workflow.
      For example: privYourCustomizedBusinessProcessGeneralWizard.
    7. Scroll to the bottom of the Variables dialog box, and then click Submit.