applying relationship after a task (workflow) took action

Idanar — Sun, 19 May 2024 07:20:10 GMT

Hi experts,

I'm using LEI (Visual Investigator 10.8)

I configured a relationship between entity X and Y.

I would like that this relationship will be created after a task will be approved by a user (assumed that I have a workflow that after an action in it, the relationship will take place...).

It is possible to do that. I didn't get any information regarding this in the documantation.

The below demonstrate it better:

1. A relationship between X and Y has defined.

2. Workflow on entity X was defined.

3. a user create a relationship between record in entity X and record Y. The relationship between them yet not approved (and not visible in Network diagram / bridge table etc...)

4. workflow task on entity X is being made.

5. after a specific task action completed - the relationship will be shown at the Network diagram.

Something like this is possible?

Thanks in advance.

Idan

Re: applying relationship after a task (workflow) took action

susantrueman — Thu, 23 May 2024 16:21:56 GMT

Hi Idan,

I don't think workflow can approve relationships created in the UI - they will be accessible when the user creates them. However, you could possibly explore the option of creating a relationship via an API (in a script task or service task) after the user "approves" (i.e. completes) their user task.

Thanks

Susan

topic applying relationship after a task (workflow) took action in Fraud, AML and Security Intelligence

applying relationship after a task (workflow) took action

Re: applying relationship after a task (workflow) took action