Customize the Assessments Approval workflow

The Assessments Approval workflow resets every time your environment restarts, removing any changes you made. To keep your changes, always customize a copy of the workflow instead of the original.

Assessments Approval is an out-of-the-box workflow, which is redeployed every time your environment restarts. As a result, any changes you make to the workflow are lost. To prevent this, disable the workflow, create a copy, customize the copy, and then enable the copy. This approach also ensures that your changes aren't lost when Collibra needs to update out-of-the-box workflows.

Steps

1. On the main toolbar, click → Settings.
   The Collibra settings page opens.
2. Click Workflows.
   The Definitions tab opens.
3. Click Assessments Approval.
4. To disable the workflow, in the upper-right corner of the page, click .
5. Click the Flow tab.
6. Copy all of the code of the workflow definition.
   
7. Paste the code into any text editor, and then edit the code as needed.
   
   Warning You must edit the process ID and name and both must be unique.
   
8. Save your text file with the file extension BPMN.
9. Go back to the Definitions tab, which shows the full list of workflows in your Collibra environment.
10. Upload your BPMN file using the Upload a file button. Alternatively, you can drop the file into the upload box.
    Your customized workflow is uploaded to your Collibra environment.
11. To enable your customized workflow, in the row with the workflow, click .

Tip After you upload your customized workflow, you can edit the start event and the resource roles associated with the workflow, and also configure other settings as needed.