Workflows in Dataedo
Manual objects (terms, domains, data products, and lookups) have a status and can be transitioned through stages of work — from defining an idea to being published after an official approval. The path that these objects take is called a Workflow. You can fully customize the Workflow to reflect the processes within your organization. Depending on your needs, you can have one universal Workflow, or create multiple ones with different manual objects in mind.
Review and change status
The Steward Hub is a section accessible to users with Edit permissions (Data Stewards, Power Data Stewards, and Approvers). There you can view actions awaiting execution by editors. In other words — you can see all the objects awaiting your attention, and change their status.
Each time a new object lands in Steward Hub, assigned users receive an in-app notification.
Below you can see an example view in Steward Hub. After selecting a category from the navigation, you will see a list of awaiting actions. Clicking one of them will open a list of objects. In the screenshot, we are viewing a list of Ideas that need to be worked on. Once you pick up an Idea, you can change its status to the next one in the Workflow — In definition. If an item is further down in the Workflow, you can also move it back for further refinement.
If the Assignee was based on a Custom Field of the User type during Workflow Configuration, it will be inherited by objects with a blank Assignee field. This means that a user assigned to that Custom Field will see all objects where no Owner is defined.
Visibility of objects based on status
Visibility of objects in Dataedo is determined by both user permissions and the status of the object.
Each status the object can be in has a parameter called Visible for non-editors. If you cannot see a certain object, it may be because the object is not in the correct status (or because it is not meant to be seen by a non-editor just yet).
An admin can tailor this to your organization's needs by configuring the Workflow. Read more about the configuration here.
Status history
Users with Edit permissions can check the status history of an object they are viewing by opening the menu of an asset and selecting History of status changes. The most recent changes are displayed at the top.
