Resolve Tasks
All changes in the 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 page applies to the Default workflow. If your project uses a customized workflow, the steps might differ.
Move a task through the workflow
Before changes can be published, the task moves through the workflow steps, so that incorrect changes can’t be propagated without review. Which options you have depends on the workflow configuration, the current step, and your permissions.
The workflow actions are available in the task toolbar, both while you edit a record and in the task detail. If you have a task in progress and are viewing another entity, the toolbar uses a different color palette and offers more options, but the workflow actions are the same.
Select Resolve and publish or choose another option from the dropdown, which lists the workflow transitions available from the current step. In the dialog that appears, leave a comment documenting your decision and confirm your choice.
In the default workflow, the options are:
In the task listing, a task has the status New, In progress, Resolved, or Discarded. The task detail shows the workflow step of a task in progress instead: Draft or Waiting for publisher in the default workflow, or the step names of a customized workflow.
To view resolved tasks, open the Tasks > Closed tab.
Move to publish
If you don’t have the permission to publish changes, send your draft for approval to another team member. This way, every change is seen by more than one person.
If you have the publishing permission, you can skip this step and proceed with direct publishing.
In the task toolbar, select Move to publish in the dropdown. This unassigns the task from you and changes the task status from Draft to Waiting for publisher.
If you need to make additional changes and signal to the reviewer the task isn’t ready for publishing, select Return to edit in the dropdown. The task state returns to Draft.
Publish task
To publish all changes in the task, select Resolve and publish. The changes are propagated to the MDM Server and the updated records are ready to use.
Once the changes are published, the task status changes to Resolved and the task moves to the Closed tab.
You can also publish a task that has no draft or no changes. The task is resolved without changing any data.
All changes in a task are published together. Before publishing, review them in the Drafts section of the task detail. From the preview, you can still edit the values or change the survivor for merge tasks.
To leave a change out, delete it from the draft.
When publishing fails
If the task can’t be published, its status changes to Resolution failed.
The usual cause is conflicting operations within the task, for example, merging one record into two different masters. Remove one of the conflicting operations from the draft and publish again. See Remove an edit from a draft. Alternatively, discard or delete the task.
Publishing can also fail because of a network issue. In that case, publish again.
A task whose draft refers to records that no longer exist can’t be published at all. See Remove an edit from a draft.
| If the cause isn’t clear from the draft, use the Admin Center to troubleshoot publishing. |
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