Resolving Tasks
All changes in MDM Web App are saved as tasks and must be published to propagate to the MDM server and other systems.
| Publishing, discarding, and deleting tasks require special permissions and are typically reserved for admin users. For details, see MDM Web App Permissions. |
This article applies to the default MDM workflow as described in Publishing Workflow. If you’re using a customized publishing workflow, the specific steps might vary.
Move changes through workflow steps
Before you can publish changes, the task must move through intermediate workflow steps. This ensures that changes to records follow a preconfigured process so that incorrect changes cannot be propagated.
Which transition options you have available depends on the workflow configuration, the current step in the workflow, and your permissions.
To move the task to the next step, use the Actions menu. You can access it from the following places:
- From the taskbar
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- From the task detail
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To move the task to the next step:
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Select Resolve and publish or choose another option in the dropdown.
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In the dialog that appears, confirm your choice. Optionally, leave a comment documenting your decision.
As the task moves to another step, the status indicator on the task detail changes accordingly.
In the default workflow, depending on your permissions, the available options are:
To view resolved tasks, go to Tasks > Closed.
Submit for approval
If you do not have the necessary permissions to publish changes, you need to send the changes for approval to another team member. This ensures that any changes are seen by more than one person, thus reducing the chance of a mistake.
If you have the publishing permission, you can skip this step.
To move the task to this step, in the action dropdown select Submit for approval. The task status changes to Waiting for approval.
If you need to make additional changes, you can revert to the previous step by selecting Back to In Progress in the dropdown menu.
Publish task
To publish all changes in the task, select Resolve and publish. The changes are propagated to the MDM server, making the updated records ready to use.
Once the changes are successfully published, the task status is changed to Resolved and the task is moved to the Tasks > Closed tab.
To publish individual drafts within the task, select Publish draft. This updates the status of the draft to Published.
If publishing the draft fails, the status is Publish failed instead. Try detecting and resolving the issue and then publish again.
Typically, publishing fails due to conflicting operations and can be fixed by deleting one of them. Alternatively, you can delete the draft and create a new one.
| Use the Admin Center to troubleshoot publishing. |
| Once you publish an individual draft within a task, you can no longer discard or delete the task. |
Preview matching proposal changes
Before publishing a task that resolves matching proposals, you can preview how the changes will affect your data. This helps you verify that records will be merged correctly.
In addition, this allows you to edit the draft directly if needed, shortening the overall review process.
| The preview is available for merging master records only. |
| Always preview matching proposal changes before publishing to catch any unexpected merges. |
To preview matching proposal changes:
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On the task detail, in the Drafts section, locate the matching proposal draft.
For auditing purposes, check who last edited the draft and when. 
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To review the suggested changes, use one of the following options:
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To visualize what records would look like after publishing, select Preview changes.
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For a full preview, leave the default setting in Select context. For a textual report of the changes, select Without context.
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Select the layer and entity that would be affected.
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Select Generate preview.
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Review the changes that will be applied to both master and instance entities (Related entities section). Changes are color-coded: blue for original, yellow for updated (with changed values shown in bold), and red for deleted records.
To narrow down which attributes are shown, open the Column Setup (vertical lines with a gear) and adjust accordingly. 
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To open the matching proposal in the merge preview mode, select Preview.
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This takes you to the matching proposal with the merge preview ready for editing. Review the changes and edit data as needed.
For detailed instructions, see Resolve matching proposals.
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Once you are finished, select Apply changes. To exit without saving, return to the task instead (Back to task).
If you don’t have permissions to edit drafts, only the Back to task option is available.
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If the changes look correct, proceed with publishing. If not, edit the draft or discard the task.
Discard task
| You cannot discard a task if it contains a published draft. See Publish task. |
If changes are not suitable for publishing, you can discard them while keeping a record that the task existed. To do so, select Resolve and discard.
This updates the task status to Discarded and moves the task to the Tasks > Closed tab.
Delete task
| You cannot delete a task if it contains a published draft. See Publish task. |
To delete a task, in the three dots menu of the task select Delete task. Confirm your choice.
Troubleshooting
If changes cannot be published, the task status changes to Resolution failed. This typically happens due to network connection issues or errors such as attempting to merge a group of records to different survivors within the same task.
In the case of network issues, try to publish the task again (see Publish task).
If the connection is stable, check what the task is attempting to do and delete conflicting operations. After that, try publishing again (see Publish task).
Alternatively, you can delete or discard the task in this status.
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