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
Default Workflows
Pre-built governance workflows that can be used as-is or customized for your organization.
Elements
Building blocks of workflows including triggers, nodes, conditions, and actions.
Creating a New Workflow
Step-by-step guide to build custom governance workflows from scratch.
Examples
Sample workflow use cases to help you get started quickly.
Default Workflows
Glossary Approval Workflow
Define how the Glossary Approval Workflow should work.
Table Certification Workflow
Define how to classify your Table Asset with different Certification Levels to indicate data trustworthiness and quality.
Dashboard Certification Workflow
Define 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.
- Creating a new workflow? → Start with Create a New Workflow
- Need some examples? → Learn Workflow Examples