Add regulation-specific workflow forms

You can add customized, regulation-specific workflow forms for the onboarding of Business Process assets.

Steps

  1. Create a workflow that includes your customized regulation-specific workflow forms.
    We recommend that you copy the Business Process GDPR Wizard workflow, which is available out of the box specifically for this purpose, and customize it outside of Collibra Platform. You can then deploy your customized workflow.
    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 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 UUID of the relevant Regulation asset, followed by a comma "," followed by the "processRef" of your customized workflow.
      For example: c0e00000-0000-0000-4400-000000000000,privYourCustomizedBusinessProcessGDPRWizard, where:
      • "c0e00000-0000-0000-4400-000000000000" is the UUID of the GDPR Regulation asset.
      • "privYourCustomizedBusinessProcessGDPRWizard" is the "processRef" of your customized workflow.
    7. Scroll to the bottom of the Variables dialog box, and then click Submit.