Master Data Management

Add a Business Process

The Business Process page allows a Designer to create business processes. A business process is added to a category. Refer to Create a Category for information about adding a category.

To add a business process in MDM:

  1. Select Master Data Management > Design in the Navigation pane.
  2. Click the Business Processes icon for the category on the Category page.

  3. Click Add.

    NOTE: The Category ID displayed next to the page name is the business process’s parent category.

    View the field descriptions for the Business Process page

  4. Enter a name in the NAME field.

    NOTE: The business process name must be unique within a category for non-versioned business processes.

  5. Enter a description in the DESCRIPTION field.
  6. Click the ACTIVE check box.
  7. Click Save.
  8. Click Vertical View for the business process.

  9. Click Edit.

    View the field descriptions for the Business Process page’s Vertical View

  10. Select the owner in the Owner list box (optional).

    NOTE: Owner defaults to the parent category owner. A different owner can be selected.

  11. Enter comments in the Comment field (optional).
  12. Click Save.

To add a scenario to a business process, you must configure security to include the position for the business process. Refer to Configure Business Processes in a Position for more information.

Continue with Configure Business Value Parameters or Add a Scenario to a Business Process.