Custom Workflows Collate Documentation
Governance Workflows in Collate enable teams to enforce organizational policies, maintain compliance, and streamline collaborative processes. They allow users to either define custom workflows from scratch—tailored to their specific governance needs—or modify existing default workflows to better align with organizational requirements.
Key Components
Defines what initiates a workflow (e.g., an event or a scheduled action)
NodesRepresent the building blocks of a workflow. You can configure each node to specify conditions, actions or tasks.
Creating a New WorkflowRepresent the building blocks of a workflow. You can configure each node to specify conditions, actions or tasks.
ExamplesRepresent the building blocks of a workflow. You can configure each node to specify conditions, actions or tasks.
Default Workflows
Define how the Glossary Approval Workflow should work.
Table Certification WorkflowDefine how to classify your Table Asset with different Certification Levels to indicate data trustworthiness and quality.
Dashboard Certification WorkflowDefine how to classify your Dashboard Asset with different Certification Levels to indicate data trustworthiness and quality.
How to get Started
- Explore Default Workflows within your Collate deployment to understand their structure and functionality.
- Adjust configurations for the Nodes within these workflows to match your governance needs.
- Contact our support team with any feedback, questions or suggestions!
- Stay tuned for future updates that will introduce workflow creation and management capabilities.