Post-Import Steps for Workflow-Enabled Domains

In this Article:

• Workflow Behavior After Import
• Steps to Manually Submit Imported Records for Approval
  • Navigate to the Asset Type
  • Find Recently Imported Records
  • Select Records to Submit
  • Click Mass Update
  • Submit for Approval
  • Confirm Submission
  • Approve the Records (For Approver)
• Import File Behavior for the Status Field
• Known Limitation

Workflow Behavior After Import: 

After completing the import, records are not automatically submitted for approval.
In workflow-enabled domains:

• Newly imported records will have Draft status

• Updated records will have Modified status — regardless of their previous status or the value in the import file

To move records through the approval workflow, a manual submission is required after import.

Steps:

1. Navigate to the Asset Type

Open the domain where the records were imported (e.g., Business Glossary, Data Dictionary, Field Dictionary).

2. Find Recently Imported Records

• Apply a filter to a column Last Updated On, like:
  Last Updated On → Greater than → Yesterday

  

3. Select Records to Submit

1. Select the relevant records from the grid.

   1. By default, clicking the checkbox on the top-left corner selects all records currently visible on the page.

   

     2. To select all records in the current view (not just the visible page), click the "Select all records in this view" option that appears after selecting the first checkbox (as shown above).

    Tip: There is no hard limit on records. The system allows bulk selection beyond 1000 records, provided you've filtered or configured the view accordingly.

4. Click Mass Update.

5. Submit for Approval

• In the Mass Edit modal:

  • Field: Status

  • Value: Submit for Approval

• Click Submit.

6. Confirm

• Records will now enter the workflow process and await approval.

  

7. Approve the Records (For Approver)

1. Go to the Assigned to Me section in the listing page of the relevant asset type.

2. Select the records → Click Mass Update → Set Status to Approved → Click Submit.

Import File Behavior for the Status Field

The system ignores the Status value during import. All new records are set to Draft, and all updated records are set to Modified, regardless of whether the column is included or omitted.

Regardless of the import type, manual submission is always required to trigger the approval workflow.

 Known Limitation

Automatic publishing or submission via import is not supported.

• Records cannot be auto-submitted into the workflow during import, even if the Status is set to Published in the import file.

• Manual action is required post-import to submit both newly added and updated records for approval through the UI (e.g., via Mass Update).