Mass Maintenance

Add an External Data Role Type to a Template

To use an external role in request processing, a Template Administrator assigns a role with a role type of External Data to a template.

To assign a role at the template level:

  1. Select Team on the Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.

    NOTE: A user may set up the template with an External Data role as the initial role and the only Data role in the template. A template can also have multiple Data roles, with External Data role and Data role.

  4. Click Add.

    View the field descriptions for the Template (Role) page.

  5. Enter the sort order in PRIORITY field.

    NOTE: If this template should be used for External Request Scenarios, and the data from the External Data role should start the process, the External Data role should be the initial role. Give this role the lowest priority. Refer to Use External Request Scenarios for more information.

  6. Select External Data from the ROLE ID list box.
  7. Click Save; the Vertical View displays.
  8. Click Save.

    NOTE: Set up dependencies for the External Data role for any roles that should follow it in the workflow. For example, the Review role and the Post role should be dependent on the External Data role.

  9. Click Dependencies for the role.
  10. Close the Template (Role)Vertical view.
  11. Click the DEPENDS check box for the Review Role and the Post Role to enable it. This certifies that the External Data role must be finished before the Data Reviewer role can be started.

    NOTE: The External Data role can be configured like any other, with event rules, column controls, validations, and other settings. Refer to Configure Templates for more information.